Insights

Growing Asset Base Cobblestone Capital Advisors manages a substantial $2 billion in assets, indicating an opportunity to offer advanced financial technology solutions that can enhance portfolio management, reporting, and client engagement for a firm of this scale.

Recent Acquisition The recent acquisition by CapTrust Advisors expands Cobblestone's market presence and client base, suggesting a need for integrated onboarding, client retention tools, and transitional support services.

Tech Stack Integration With a diverse array of digital tools including Salesforce, Shopify, and Vimeo, there is potential to tailor enterprise software solutions that streamline operations, improve client communication, or enhance online engagement.

Employee Growth Ongoing hires in portfolio management and client services point to expansion in service offerings, creating opportunities for training platforms, talent management software, and client service automation tools.

Market Positioning Operating in a competitive mid-size segment with notable peers, Cobblestone could benefit from customized marketing strategies, targeted lead generation tools, and data analytics solutions to reinforce its value proposition and attract new clients.

Cobblestone Capital Advisors, LLC. Tech Stack

Cobblestone Capital Advisors, LLC. uses 8 technology products and services including TrustArc, Module Federation, Microsoft Azure DNS, and more. Explore Cobblestone Capital Advisors, LLC.'s tech stack below.

  • TrustArc
    Cookie Compliance
  • Module Federation
    Development
  • Microsoft Azure DNS
    Domain Name Services
  • Font Awesome
    Font Scripts
  • AOS
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Onsen UI
    Software Development
  • prettyPhoto
    Web Tools And Plugins

Media & News

Cobblestone Capital Advisors, LLC.'s Email Address Formats

Cobblestone Capital Advisors, LLC. uses at least 1 format(s):
Cobblestone Capital Advisors, LLC. Email FormatsExamplePercentage
Last@cobblestonecap.comDoe@cobblestonecap.com
68%
FL@cobblestonecap.comJD@cobblestonecap.com
18%
First.Last@cobblestonecap.comJohn.Doe@cobblestonecap.com
7%
FLast@cobblestonecap.comJDoe@cobblestonecap.com
7%

Frequently Asked Questions

Where is Cobblestone Capital Advisors, LLC.'s headquarters located?

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Cobblestone Capital Advisors, LLC.'s main headquarters is located at 500 Linden Oaks Suite 210 Rochester, New York 14625 United States. The company has employees across 1 continents, including North America.

What is Cobblestone Capital Advisors, LLC.'s phone number?

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You can contact Cobblestone Capital Advisors, LLC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cobblestone Capital Advisors, LLC.'s official website and social media links?

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Cobblestone Capital Advisors, LLC.'s official website is cobblestonecap.com and has social profiles on LinkedIn.

What is Cobblestone Capital Advisors, LLC.'s NAICS code?

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Cobblestone Capital Advisors, LLC.'s NAICS code is 52 - Finance and Insurance.

How many employees does Cobblestone Capital Advisors, LLC. have currently?

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As of April 2026, Cobblestone Capital Advisors, LLC. has approximately 12 employees across 1 continents, including North America. Key team members include President General Manager: M. S.Head Of Client Portfolio Management: C. D.Managing Partner: J. D.. Explore Cobblestone Capital Advisors, LLC.'s employee directory with LeadIQ.

What industry does Cobblestone Capital Advisors, LLC. belong to?

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Cobblestone Capital Advisors, LLC. operates in the Financial Services industry.

What technology does Cobblestone Capital Advisors, LLC. use?

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Cobblestone Capital Advisors, LLC.'s tech stack includes TrustArcModule FederationMicrosoft Azure DNSFont AwesomeAOSSlickOnsen UIprettyPhoto.

What is Cobblestone Capital Advisors, LLC.'s email format?

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Cobblestone Capital Advisors, LLC.'s email format typically follows the pattern of Last@cobblestonecap.com. Find more Cobblestone Capital Advisors, LLC. email formats with LeadIQ.

When was Cobblestone Capital Advisors, LLC. founded?

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Cobblestone Capital Advisors, LLC. was founded in 1986.

Cobblestone Capital Advisors, LLC.

Financial ServicesNew York, United States11-50 Employees

Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions.

Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over three decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth.







Investing in securities may result in loss of income and/or principal.

This social media site is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice.  Due to the dynamic and multi-directional nature of social media sites, Adviser has no editorial control over any third-party commentary or content and does not accept responsibility therefor.  Adviser does not solicit and is unable to accept any endorsements, recommendations or testimonials regarding client experiences with the firm or its employees.  Adviser retains the right to remove, to the extent possible, any content it deems inaccurate, inappropriate or violation of applicable laws and/or regulations.

Section iconCompany Overview

Headquarters
500 Linden Oaks Suite 210 Rochester, New York 14625 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Cobblestone Capital Advisors, LLC.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Cobblestone Capital Advisors, LLC.'s revenue is estimated to be in the range of $1M$10M

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