Insights

Growth potential Mid-market financial services firm with 25-50 million in annual revenue and multiple local offices presents upsell opportunities for advanced investment analytics, portfolio optimization tools, and advisor efficiency solutions tailored to growing practices.

Technology stack Current tech includes Redtail CRM, Microsoft 365 suite, Google Tag Manager, Datadog, KnowBe4, and standard office tools, indicating readiness for integrated security hygiene, data analytics enhancements, and CRM-automation projects to improve client engagement and compliance.

Regulatory alignment Securities and advisory services are provided through Cetera Advisors LLC, signaling an opportunity to offer compliance, training, and risk management services that align with broker-dealer and RIA requirements.

Client lifecycle Longstanding advisory focus (30+ years) and two Idaho offices suggest a client-centric model with room to introduce scalable financial planning platforms, retirement income optimization, and cost-efficient investment strategies to deepen wallet share.

Security & awareness Knowledgeable about risk management with KnowBe4 in tech stack signals a receptive market for cybersecurity offerings, phishing resilience programs, and security posture assessments to protect client data and advisor operations.

Cornerstone Advisory Group Tech Stack

Cornerstone Advisory Group uses 8 technology products and services including Redtail CRM, Microsoft Excel, Microsoft 365, and more. Explore Cornerstone Advisory Group's tech stack below.

Redtail CRM

Customer Relationship Management

Microsoft Excel

Editors

Microsoft 365

Microsoft Outlook

Font Awesome

Font Scripts

Datadog

Real User Monitoring

KnowBe4

Security

Google Tag Manager

Tag Management

Cornerstone Advisory Group Email Formats	Example	Percentage
First@cfaidaho.net	John@cfaidaho.net	100%

Cornerstone Advisory Group Email Formats

Example

Percentage

First@cfaidaho.net

John@cfaidaho.net

100%

Frequently Asked Questions

What is Cornerstone Advisory Group's phone number?

You can contact Cornerstone Advisory Group's main corporate office by phone at

+1-208-529-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cornerstone Advisory Group's official website and social media links?

Cornerstone Advisory Group's official website is meetcornerstone.com and has social profiles on LinkedIn.

How much revenue does Cornerstone Advisory Group generate?

As of July 2026, Cornerstone Advisory Group's annual revenue is estimated to be $25M - $50M.

What is Cornerstone Advisory Group's NAICS code?

Cornerstone Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does Cornerstone Advisory Group have currently?

As of July 2026, Cornerstone Advisory Group has approximately 25 employees across 2 continents, including North AmericaOceania. Key team members include : B. D.. Explore Cornerstone Advisory Group's employee directory with LeadIQ.

What industry does Cornerstone Advisory Group belong to?

Cornerstone Advisory Group operates in the Financial Services industry.

What technology does Cornerstone Advisory Group use?

Cornerstone Advisory Group's tech stack includes Redtail CRMMicrosoft ExcelMicrosoft 365Microsoft OutlookFont AwesomeDatadogKnowBe4Google Tag Manager.

What is Cornerstone Advisory Group's email format?

Cornerstone Advisory Group's email format typically follows the pattern of First@cfaidaho.net. Find more Cornerstone Advisory Group email formats with LeadIQ.

When was Cornerstone Advisory Group founded?

Cornerstone Advisory Group was founded in 1962.

Cornerstone Advisory Group

Q: How many employees does Cornerstone Advisory Group have currently?

Cornerstone Advisory Group has approximately 25 employees.

Q: What technology does Cornerstone Advisory Group use?

Cornerstone Advisory Group's tech stack includes Microsoft PowerPoint, Cloudflare CDN, Cloudflare Bot Management, FMG Suite, Microsoft Office.

Q: What is Cornerstone Advisory Group's NAICS code?

Cornerstone Advisory Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesIdaho, United States11-50 Employees

Cornerstone Advisory Group operates in the financial services sector, delivering guidance that aims to simplify clients’ financial lives, optimize investments, and organize personal financial planning. With a focus on helping clients grow and protect wealth and pursue key financial goals, the firm emphasizes cost-efficient and reliable planning through a structured process. The company serves individuals seeking holistic, organized financial strategies and relies on a network of securities and advisory services provided through Cetera Advisors LLC, a registered broker/dealer and RIA, while maintaining separate ownership from Cetera.
Based in Idaho Falls, Idaho, with additional offices in Pocatello, the firm positions itself as a local financial services provider offering long-standing experience, spanning multiple decades, to residents in the region seeking comprehensive financial planning and investment management.

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