Best-in-State · rank 86 · Scottsdale, Arizona · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates (high)
- “Raymond James & Associates, Inc.” — sec_finra_regulatory
- Parent company — Raymond James Financial Inc. (high)
- “Broker and Investment Adviser at Raymond James & Associates, Inc.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Broker and Investment Adviser at Raymond James & Associates, Inc.” — sec_finra_regulatory
- Team name — Cornerstone Financial Consulting (high)
- “Cornerstone Financial Consulting” — firm_official
- Team size — gap: not_public
- CRD — 4045091 (high)
- “CRD #: 4045091” — sec_finra_regulatory
- Years experience — 27 (high)
- “Career Start: 1999 with Prudential Securities” — sec_finra_regulatory
- Designations — CIMA, AIF, MBA (high)
- “CIMA® (Certified Investment Management Analyst), AIF® (Accredited Investment Fiduciary), MBA (W.P. Carey School of Business, Arizona State University)” — firm_official
Book of business
- Team AUM ($M) — 700 (high)
- “Team Assets (Custodied): $700M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “Typical Net Worth of Relationships: $5-25M” — forbes_shook
- Client niche — auto dealers, insurance/reinsurance professionals, service contract administrators (high)
- “Founded Cornerstone Financial Consulting specifically to serve reinsurance professionals; primary specialty in auto dealers and insurance & reinsurance professionals” — firm_official
- Custodians — not_applicable (high)
- “Broker and Investment Adviser at Raymond James & Associates, Inc.” — sec_finra_regulatory
- Fee model — not_public (medium)
- “Raymond James & Associates offers both fee-based and commission-based advisory services” — firm_official
Positioning & marketing
- Website url — https://www.raymondjames.com/cfcinvesting (high)
- “Cornerstone Financial Consulting team page at raymondjames.com/cfcinvesting” — firm_official
- Value proposition (verbatim) — Deep specialization in auto dealer finance and reinsurance administration with state-of-the-art investment theory applied to prudent decision-making (high)
- “Cornerstone Financial Consulting was founded to serve reinsurance professionals with intimate knowledge of regulatory issues and specialization in trustee selection and reinsurance company establishment, applying state-o” — firm_official
- Differentiators — 16+ years dedicated specialization in reinsurance professional services, Expertise in extended service contract funds and regulatory compliance, Combines auto enthusiast background with financial expertise for auto dealer niche, Former law enforcement officer perspective on risk management and fiduciary duty, Co-founded practice with focus on underserved high-net-worth insurance/reinsurance segments (high)
- “Founded Cornerstone Financial Consulting specifically to serve reinsurance professionals; expert in extended service contract funds and reinsurance company investments; combines passion for cars, business, and investment” — firm_official
- Content marketing — occasional (low)
- “Published interview in P&A Magazine (September 14, 2016) discussing background and F&I products segment perspective” — professional_press
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/robert-burghart/ (high)
- “LinkedIn profile: linkedin.com/in/robert-burghart/” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Active LinkedIn profile at linkedin.com/in/robert-burghart/” — social_or_third_party_db
- Press awards — 2026 Forbes Best-In-State Wealth Advisors (#86, Arizona), 2016 P&A Magazine featured interview on reinsurance and F&I expertise (high)
- “Ranked #86 on 2026 Forbes Best-In-State Wealth Advisors list” — forbes_shook
- “Published interview in P&A Magazine (September 14, 2016) discussing background and perspective on F&I products segment” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “Operates under Cornerstone Financial Consulting brand using Raymond James corporate branding and website platform” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Uses Raymond James corporate branding; no distinct team visual identity observed (medium)
- “Cornerstone Financial Consulting operates under Raymond James standard web platform and corporate branding” — firm_official