Cobblestone Capital Advisors
Finance · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
500 Linden Oaks Ste 210, Rochester, New ...Phone Number
(585) 473-3333Website
www.cobblestonecap.comRevenue
$6.9 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
2
1
2
About Cobblestone Capital Advisors
Cobblestone Capital Advisors offers comprehensive financial planning services, investment management, and fiduciary guidance, tailored to meet the unique needs of its clients. The firm supports individuals and families in navigating important financial milestones, including retirement and wealth preservation. They provide access to exclusive private investment opportunities for qualified investors, ensuring robust returns and diversification. As a registered investment advisor, Cobblestone is legally and ethically bound to act in the best interests of their clients.Explore more
Cobblestone Capital Advisors Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Cobblestone Capital Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Cobblestone Capital Advisors
Cobblestone Capital Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Cobblestone Capital Advisors launches new products
Funding: Get notified immidiatlly once Cobblestone Capital Advisors has new funding data
Earning: See what the market has to say on Cobblestone Capital Advisors recently announced quarterly report
Check out if Cobblestone Capital Advisors is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Click to see if Cobblestone Capital Advisors had a recent Job posting/layoffs
Check if Cobblestone Capital Advisors has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Find VP level buyers at Cobblestone Capital Advisors
Find more new buyers
Compare Similar Companies to Cobblestone Capital Advisors
Compare insights from companies similar to Cobblestone Capital Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Cobblestone Capital Advis...
$6.9M
11-50
Private
-
1986
JG
Jason GarlockChief Investment Officer & Managing Director
Company Profile Activity
Activity Insights
Cobblestone Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cobblestone Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cobblestone Capital Advisors.
Cobblestone Capital Advisors Tech Stack
A closer look at the technologies used by Cobblestone Capital Advisors
See more technologies
Most Recent Scoops
Event
Person-Based
Jesse Cramer, Relationship Manager, appeared on a podcast called "ChooseFI" on 07/14/2025. Topics discussed include Financial planning, over-optimization, tax loss harvesting.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, has appeared on a podcast called "The Stacking Benjamins Show" on 11/05/2024. Topics discussed include Conservative retirement planning, financial independence, flexibility.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, appeared on a podcast called "The Stacking Benjamins Show" on 10/11/2024. Topics discussed include Health, wealth, retirement planning, HSA, fitness.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, has appeared on a podcast called "The Stacking Benjamins Show" on 09/27/2024. Topics discussed include Accountability, financial responsibility, degenerate economy, trivia.
Events, Podcast
Event
Person-Based
Events, Podcast
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Cobblestone Capital Advisors
Sign Up For FreeTo access detailed company insights
Cobblestone Capital Advisors offers comprehensive financial planning services, investment management, and fiduciary guidance, tailored to meet the unique needs of its clients. The firm supports individuals and families in navigating important financial milestones, including retirement and wealth preservation. They provide access to exclusive privat... Read More
