wealth team
Cornerstone Capital
In PWD coverage since October 3, 2026 · 1 story
$1.4BBook of businessas reported in coverage
1Advisors
Palo Alto, CAMarket
The lineage
until Oct 2, 2026PRIORCornerstone Capital
Oct 2, 2026CURRENTCerity Partners
PWD coverage
Moves
Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week
The Palo Alto RIA, founded in 1978 and owned by three partners, joins Cerity alongside firms in Minneapolis and Atlanta in a week of about $2 billion in announced mergers.