DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Cobblestone Capital Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Peter Huntington Greaves-TunnellCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 28, 2025
John Thomas DipasqualeCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Nov 4, 2025
Timothy Joseph ShanahanCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 27, 2025
Thomas Martin BartlettCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Nov 4, 2025
Eric Scott FurnalCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 30, 2025
Isabella Francis LoughlinCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 29, 2025
Christopher Martin MooneyCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Nov 6, 2025
Jason Scott GarlockCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 27, 2025
Charles Edward RuffCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 27, 2025
Rachel Kathryn CalleaCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 30, 2025
James Joseph EcklCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 27, 2025
Gabriel Konar ChodakCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 20, 2025
Gina Lee DimondaCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 29, 2025
Colin John DesrosiersCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 27, 2025
Jordan Michael MillnerCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Nov 3, 2025
Allison Nancy ShulerCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 28, 2025
Tobin Benjamin WoodruffCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 28, 2025
Zachary Robert MullallyCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 27, 2025
Jesse Nathaniel CramerCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 29, 2025
Thomas Edward BoltCobblestone Capital Advisors, LLC independent RIACaptrust institutionalOtherDec 31, 2025Oct 30, 2025
Neal Todd HeslorCobblestone Capital Advisors, LLC independent RIAClark Asset Management, LLC independent RIARIA to RIAJul 18, 2023Jan 2, 2024 (168 d)
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21 moves match.