Captrust Acquires $3.1B Upstate New York RIA
Yahoo Financeยท2025-10-15 15:34
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Captrust Financial Advisors, a Raleigh, N.C.-based registered investment advisor with more than $1 trillion in assets under advisement and management, has acquired Cobblestone Capital Advisors in Rochester, N.Y., adding an additional $3.8 billion in client assets. Cobblestone will bring 42 colleagues, including 15 advisors, led by CEO John DiPasquale, Chief Investment Officer Jason Garlock and M ...