RIA Intel›Advisers›New York›COBBLESTONE CAPITAL ADVISORS, LLC

COBBLESTONE CAPITAL ADVISORS, LLC

Advisory

N·ROCHESTER, NY

Data as of Jun 20, 2024 · Source: SEC Form ADV

Total AUM

$2.9B

1-Year AUM Growth

+14.4%

3-Year CAGR

+3.1%

Employees

23

Assets Under Management

Total AUM$2.9B

Discretionary AUM$2.9B

Non-Discretionary AUM$17M

Discretionary %99.4%

Total Clients1,779

Team

Total Employees23

Investment Advisers43

Employee Growth (1Y)+4.5%

Filing History

Total Filings on Record52

First FilingMar 13, 2001

Latest FilingJun 20, 2024

🔒 Full AUM trend chart and 52 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COBBLESTONE CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.