About Cobblestone Capital Advisors
Cobblestone Capital Advisors is a Financial Services company based in New York (United States) founded in 1999. It provides investment management, wealth planning, private investments, and family office support. It operates on a B2C model in Financial Services and Technology sectors. The company has 2 employees. Cobblestone Capital Advisors offers products and services including Investment Management, Wealth Management, Private Investments, and Family Office. Its focus areas include Finance, Wealth Management, Investment Advisory and Fiduciary Services. Its legal entity is COBBLESTONE INVESTMENTS. Similar companies include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners; 2 of its 3 listed similar companies have raised funding.
Company details
Cobblestone Capital Advisors is a fiduciary firm that delivers tailored financial guidance, including investment strategies aligned with clients goals and wealth preservation services. They support individuals and families through comprehensive planning, private investment opportunities, and family dynamics management. Based in Rochester, NY, they prioritize ethical practices and diversification for long-term objectives, acting as a trusted partner in financial matters.
- Headquarters New York, United States
- Employees 2
- SectorsFinancial ServicesTechnology
- Phone•••• ••••
- Website cobblestonecap.com
- Social LinkedIn
- Legal Name Cobblestone Investments
- Employee Count2
Products & Services of Cobblestone Capital Advisors
Cobblestone Capital Advisors offers a comprehensive portfolio of products and services, including Investment Management, Wealth Management, Private Investments, and Family Office.
Tailored strategies for clients' investment goals and objectives.
Guides clients through life milestones and wealth preservation.
Offers exclusive opportunities for diversification and returns.
Manages family assets and dynamics with a focus on long-term goals.
Similar companies to Cobblestone Capital Advisors
Cobblestone Capital Advisors has 3 listed similar companies in our database, 2 of them funded. They include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services | ||
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. |
Detailed similar companies of Cobblestone Capital Advisors
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Web traffic of Cobblestone Capital Advisors
The website of Cobblestone Capital Advisors (cobblestonecap.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▼ 5.6% vs previous month
Websites whose visitors overlap most with Cobblestone Capital Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| uscallc.com | 98% | 3.1K | #6,863,827 | View details |
Top companies in Investment Banks
3 companies that operate in the same segment as Cobblestone Capital Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about Cobblestone Capital Advisors
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Frequently Asked Questions about Cobblestone Capital Advisors
Cobblestone Capital Advisors was founded in 1999.
Cobblestone Capital Advisors is headquartered in New York, United States. It is registered at New York, New York, United States.
Cobblestone Capital Advisors has 2 employees.
Cobblestone Capital Advisors is a fiduciary firm that delivers tailored financial guidance, including investment strategies aligned with clients goals and wealth preservation services. They support individuals and families through comprehensive planning, private investment opportunities, and family dynamics management. Based in Rochester, NY, they prioritize ethical practices and diversification for long-term objectives, acting as a trusted partner in financial matters.
Cobblestone Capital Advisors's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Cobblestone Capital Advisors offers Investment Management, Wealth Management, Private Investments, and Family Office.
Cobblestone Capital Advisors operates through Cobblestone Investments.