COBBLESTONE CAPITAL ADVISORS, LLC

500 Linden Oaks
Suite 210
Rochester, New York 14625
Tel: 585-473-3333

About COBBLESTONE CAPITAL ADVISORS, LLC

COBBLESTONE CAPITAL ADVISORS, LLC, formally registered with the SEC as COBBLESTONE CAPITAL ADVISORS, LLC. The firm was established in 05/08/1998. They have over 2 offices throughout the country.

COBBLESTONE CAPITAL ADVISORS, LLC is a Rochester, New York based Financial Planning firm with nearly $2,577,480,524 assets under management, offering retirement planning & investment advisory services to 3163 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108023
SEC#	801-55482
Assets Managed by Firm	$2,577,480,524
No. of Clients	3163
No. of Advisors	41

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3163	$2,577,480,524
Individuals (other than high net worth individuals)	1022	$313,737,659
High net worth individuals	649	$1,839,871,674
Pension and profit sharing plans	9	$119,100,712
Charitable organizations	25	$69,634,878
Corporations or other businesses	20	$38,223,300

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