Updated October 02, 2023
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Cobblestone Capital Advisors

Investment Advisor Firm
Total assets under management$2.3B
Years in business38+

About Cobblestone Capital Advisors

Cobblestone Capital Advisors, LLC is a seasoned investment advisory firm headquartered in Rochester, NY, managing assets totaling over $2 billion for over 750 clients, spanning individuals, families, and institutions.

With over three decades of experience, Cobblestone boasts a well-staffed team of professionals dedicated to investment and wealth management services. Their comprehensive offerings include investment management, wealth planning, portfolio management, and private investments, all designed to empower clients in building, preserving, and growing their wealth.

The firm takes a multifaceted, team-oriented approach to cater to clients' diverse needs. They construct tailored portfolios with an unwavering commitment to acting as independent fiduciaries, ensuring the utmost focus on clients' best interests — an ethical and legal standard that not all financial intermediaries uphold.

Cobblestone's strategy revolves around a goals-based approach, aligning portfolios with client objectives. They prioritize long-term wealth preservation and growth, leaving no detail unattended, from daily financial tasks to intricate matters.

Their comprehensive suite of solutions spans wealth management, encompassing everything from understanding client values and objectives to guiding investments, cash flow, taxes, estate planning, and charitable giving.

Cobblestone stands out by offering exclusive opportunities to qualified investors through a broad network of unique investment possibilities. Their rigorous process identifies promising private market investments with the potential for attractive cash flow and appreciation.

Beyond being wealth managers, Cobblestone is a trusted partner, dedicated to supporting every facet of their clients' unique financial situations. They provide a solid foundation designed to empower each individual's financial journey.

Pricing options

Monthly Fee
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Regulatory filings

Areas of specialty

  1. Investment Management
  2. Wealth Management
  3. Private Investments
  4. Family Office

More about Cobblestone Capital Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10802322

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