COBBLESTONE WEALTH ADVISORS

Overview

Cobblestone Wealth Advisors is a small, privately held corporate RIA that operates as a capital allocator and advisor to clients on financial planning and selection of outside managers. The firm provides fee-based advisory services using a mix of percentage-of-AUM billing, hourly charges, and fixed fees. Its stated advisory activities emphasize financial planning and directing client assets to third‑party advisers rather than operating large in‑house active management desks. Cobblestone does not position itself as an ESG-focused or multi-state advisory practice, and available material does not list pension consulting registration despite advisory activity that references pension consulting services. The firm’s operational profile suggests it functions as a boutique advisor that routes client capital to mutual funds, corporate debt instruments and, where appropriate, external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices