Staying put has a cost.
For established financial advisors, making a move to independence can feel like a risk. The status quo – remaining with the firm you know – can be comfortable, but it can also come with tradeoffs that become harder to ignore over time:
- Less control over how you run and grow your practice, despite your growing expertise
- Restrictions on investment products and services you can provide to your clients
- Technology and resources that don’t keep pace with your needs or the industry
- A payout model that doesn’t fully reflect the value you’re providing
- Uncertainty about the future of your practice when you’re ready to retire
What does your practice look like when you have more control?
- You own your decisions, your book and your brand.
- You determine how to serve clients and grow your business.
- You design your client fee structure to align with the value you bring.
- You decide which tools and services to use that support your practice.
Build the next phase of your practice to be a true asset – and your legacy.
Independent, but not alone.
Financial advisors often think there are two choices for their business: get lost inside a big firm or go independent, completely alone. Cornerstone was built around a third option: supported independence.
We have a community of advisors who've already faced your toughest challenges and we deliver proven resources that could take years to find or build on your own.
With Cornerstone, you get:
Support
Beginning with your transition, you'll be backed by a team of advisors who've been there and specialists who take the heavy lifting off your plate, allowing you to focus on what matters most: working directly with clients.
Structure
From compliance and technology to marketing and growth strategies, you will have access to well-established resources to build your business the way you want it. You'll have the flexibility to decide how, when and if you want to use our resources.
Scale
Starting from day one, you'll benefit from exclusive client events, a network of vetted service providers and discounts, model portfolios and succession planning, all available thanks to the size of our growing community.
See what our advisors have to say:
Built by advisors, for advisors.
Our founding partners started their careers at a large firm but knew there was a better way to own their practice – so they built it.
Since 2005
20+ years of helping advisors pursue independence and growing their businesses
120+ advisors
A supportive, collaborative community supports your goals – without competition or gatekeeping
Higher payouts
No more giving up 50%+ of your revenue with our competitive pay structure that increases as your business grows
Own your book
Your client relationships are yours, not the firm’s – no strings attached
Is independence right for you?
Reach out to our team to find out.
Don’t let inaction be your most expensive decision.
All conversations are confidential, and you're not committing to anything by reaching out. Our recruiting team can answer your most pressing questions – and if it's not a fit, you'll know quickly and we won’t hound you.
