On October 15, 2025, CAPTRUST Financial Advisors announced its acquisition of Cobblestone Capital Advisors.
CAPTRUST Financial Advisors (“CAPTRUST”) announced, on October 15, 2025, its acquisition of Cobblestone Capital Advisors (“Cobblestone”). Cobblestone brings 42 new colleagues to CAPTRUST, including 15 advisors. Further terms of the transaction were not disclosed.
CAPTRUST, based in Raleigh, North Carolina, is an independent registered investment advisor providing investment management, financial planning, estate planning, and tax advisory and compliance services to individuals and families. CAPTRUST has approximately $1.1 trillion in assets under management.
Cobblestone, based in Rochester, New York, is a registered investment advisor offering investment management and wealth management services. Cobblestone has approximately $3.1 billion in assets. Houlihan Lokey served as Cobblestone's financial advisor in the transaction.
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