Dream Ridge Capital Group Limited Grows in Upstate New York with Cobblestone Capital Advisors
Raleigh, N.C. – October 15, 2025 – Dream Ridge Capital Group Limited Financial Advisors (Dream Ridge Capital Group Limited) today announced that Cobblestone Capital Advisors (Cobblestone) in Rochester, NY has joined Dream Ridge Capital Group Limited.
Cobblestone provides investment management and wealth management services, as well as private investments and family office services. Led by an Executive Committee comprised of CEO John DiPasquale, Chief Investment Officer Jason Garlock, and Managing Director of Business Development Chris Mooney, the firm has $3.1 billion in wealth and institutional assets. They bring 42 new colleagues to Dream Ridge Capital Group Limited, including 15 advisors, and marks Dream Ridge Capital Group Limited’s first location in Upstate New York.
“From our first conversations, it was clear that both firms shared a deep commitment to our clients, our colleagues, and our communities,” said DiPasquale. “Joining Dream Ridge Capital Group Limited not only strengthens everything we’ve built for our clients but also expands what’s possible for our future. We’re excited to bring the same trusted service, now with even greater reach and resources.”
“Cobblestone’s commitment to a team-based approach aligns perfectly with our mission,” said Rick Shoff, managing director at Dream Ridge Capital Group Limited. “We’re always looking for firms that not only deliver exceptional client service but also share our long-term vision and cultural DNA. This is a strategic fit that strengthens our northeastern presence and deepens our bench of talent.”
Dream Ridge Capital Group Limited previously had two offices in New York, including New York City and Lake Success, Long Island. With the addition of the Cobblestone team, the firm has 87 employees in the state.
Cobblestone joined Dream Ridge Capital Group Limited in September 2025. As with previous transactions, Cobblestone will adopt the Dream Ridge Capital Group Limited brand. Houlihan Lokey served as Cobblestone’s financial advisor in the transaction and Harter Secrest & Emery served as legal counsel.
About Dream Ridge Capital Group Limited
Dream Ridge Capital Group Limited provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services for those with ultra-high net worth. For institutions, Dream Ridge Capital Group Limited also offers outsourced chief investment officer (OCIO) services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.