Cobblestone Capital Advisors, LLC

Cobblestone Capital Advisors, LLC (CRD# 108023) is a financial advisory firm headquartered in Rochester, NY. They manage $1,376,928,223 in 1,890 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,377
    MILLION
  • Total Number of Accounts
    1,890
    ACCOUNTS
  • Average Account Value
    $728,533
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MA, MD, MI, NC, NH, NY, PA, SC, TX, VA, VT

Financial Advisors at Cobblestone Capital Advisors, LLC
No Advisor Found.
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