COBBLESTONE CAPITAL ADVISORS, LLC
CRD #108023 SEC #801-55482 ROCHESTER, NY 585-473-3333
SEC Registered Private Funds
Total AUM
$2.9B
Discretionary
$2.9B
Employees
43
Clients
--
Accounts
3,387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.9B | $2.9B | $16.8M | 43 | 0 |
| Oct 2025 | $2.9B | $2.9B | $16.8M | 43 | 0 |
| Jun 2025 | $2.9B | $2.9B | $16.8M | 43 | 0 |
| Mar 2025 | $2.9B | $2.9B | $16.8M | 43 | 0 |
| Jun 2024 | $2.6B | $2.5B | $50.3M | 41 | 0 |
| Mar 2024 | $2.6B | $2.5B | $50.3M | 41 | 0 |
| Jun 2023 | $2.3B | $2.2B | $49.6M | 41 | 0 |
| Mar 2023 | $2.3B | $2.2B | $49.6M | 41 | 0 |
| Dec 2022 | $2.7B | $2.6B | $60.3M | 36 | 0 |
| Oct 2022 | $2.7B | $2.6B | $60.3M | 36 | 0 |
| Mar 2022 | $2.7B | $2.6B | $60.3M | 36 | 0 |
| Mar 2022 | $2.7B | $2.6B | $60.3M | 36 | 0 |
| Mar 2021 | $2.3B | $2.3B | $61.6M | 35 | 0 |
| Mar 2021 | $2.3B | $2.3B | $61.6M | 35 | 0 |
| Jul 2020 | $2B | $1.9B | $59.9M | 35 | 0 |
| Jun 2020 | $2B | $1.9B | $59.9M | 35 | 0 |
| Mar 2020 | $2B | $1.9B | $59.9M | 35 | 0 |
| Mar 2019 | $1.7B | $1.6B | $156.5M | 35 | 0 |
| Jun 2018 | $1.8B | $1.6B | $167.8M | 32 | 0 |
| Mar 2018 | $1.8B | $1.6B | $167.8M | 32 | 0 |
| Dec 2017 | $1.5B | $1.4B | $94.7M | 32 | 0 |
| Nov 2017 | $1.5B | $1.4B | $94.7M | 32 | 0 |
| Mar 2017 | $1.5B | $1.4B | $94.7M | 32 | 700 |
| Mar 2016 | $1.4B | $1.3B | $80.5M | 34 | 700 |
| Mar 2015 | $1.3B | $1.3B | $62.9M | 34 | 700 |
| Mar 2015 | $1.3B | $1.3B | $62.9M | 34 | 700 |
| Jul 2014 | $1.3B | $1.2B | $33M | 32 | 600 |
| Mar 2014 | $1.3B | $1.2B | $33M | 32 | 600 |
| Mar 2013 | $1.1B | $1.1B | $28.2M | 30 | 600 |
| Jan 2013 | $973.4M | $951.8M | $21.6M | 29 | 500 |
| Mar 2012 | $973.4M | $951.8M | $21.6M | 11 | 500 |
| May 2011 | $936.9M | $914.9M | $22M | -- | -- |
| Mar 2011 | $722.3M | $722.3M | $0 | -- | -- |
| Mar 2010 | $722.3M | $722.3M | $0 | -- | -- |
| Jun 2009 | $585.3M | $585.3M | $0 | -- | -- |
| Mar 2007 | $857.2M | $857.2M | $0 | -- | -- |
| Jan 2007 | $763.9M | $763.9M | $0 | -- | -- |
| Mar 2006 | $763.9M | $763.9M | $0 | -- | -- |
| Jan 2006 | $754.8M | $754.8M | $0 | -- | -- |
| Mar 2004 | $727.5M | $727.5M | $0 | -- | -- |
| Mar 2002 | $749.7M | $749.7M | $0 | -- | -- |
DateDec 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$16.8M
Employees43
Clients0
DateOct 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$16.8M
Employees43
Clients0
DateJun 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$16.8M
Employees43
Clients0
DateMar 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$16.8M
Employees43
Clients0
DateJun 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$50.3M
Employees41
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$50.3M
Employees41
Clients0
DateJun 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$49.6M
Employees41
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$49.6M
Employees41
Clients0
DateDec 2022
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$60.3M
Employees36
Clients0
DateOct 2022
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$60.3M
Employees36
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$60.3M
Employees36
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$60.3M
Employees36
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$61.6M
Employees35
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$61.6M
Employees35
Clients0
DateJul 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$59.9M
Employees35
Clients0
DateJun 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$59.9M
Employees35
Clients0
DateMar 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$59.9M
Employees35
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$156.5M
Employees35
Clients0
DateJun 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$167.8M
Employees32
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$167.8M
Employees32
Clients0
DateDec 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$94.7M
Employees32
Clients0
DateNov 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$94.7M
Employees32
Clients0
DateMar 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$94.7M
Employees32
Clients700
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$80.5M
Employees34
Clients700
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$62.9M
Employees34
Clients700
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$62.9M
Employees34
Clients700
DateJul 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$33M
Employees32
Clients600
DateMar 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$33M
Employees32
Clients600
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$28.2M
Employees30
Clients600
DateJan 2013
Total AUM$973.4M
Discretionary$951.8M
Non-Disc.$21.6M
Employees29
Clients500
DateMar 2012
Total AUM$973.4M
Discretionary$951.8M
Non-Disc.$21.6M
Employees11
Clients500
DateMay 2011
Total AUM$936.9M
Discretionary$914.9M
Non-Disc.$22M
Employees--
Clients--
DateMar 2011
Total AUM$722.3M
Discretionary$722.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$722.3M
Discretionary$722.3M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$585.3M
Discretionary$585.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$857.2M
Discretionary$857.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$763.9M
Discretionary$763.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$763.9M
Discretionary$763.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$727.5M
Discretionary$727.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$749.7M
Discretionary$749.7M
Non-Disc.$0
Employees--
Clients--