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COBBLESTONE CAPITAL ADVISORS, LLC

ROCHESTER, NY · CRD 108023 · IAPD ↗ · cobblestonecap.com · 585-473-3333

$2.93BRegulatory AUM
23Advisory reps
43Employees
0Clients
More than 500Planning clients
12Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — COBBLESTONE CAPITAL ADVISORS, LLC (ROCHESTER, NY) left the SEC roster (was $2.93B RAUM, 23 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
July 2025 — COBBLESTONE CAPITAL ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — COBBLESTONE CAPITAL ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.