Corient Acquires Palo Alto Wealth Advisors ($766.7M AUM)

Corient Acquires Northeast Financial Consultants

September 20, 2025

Wealth Management

Corient, a national fee-only wealth advisory firm operating as a private partnership, has acquired Northeast Financial Consultants, a Connecticut-based registered investment advisor with $4.5 billion in AUM. The deal gives Corient its first location in Connecticut and expands the firm's presence across New England to better serve high-net-worth and multi-generational family clients.

Corient Acquires Bristlecone Advisors

October 2, 2025

Wealth Management

Corient has acquired Bristlecone Advisors, a Bellevue, Washington-based registered investment advisory firm managing approximately $2 billion in assets. The deal expands Corient’s Pacific Northwest presence and adds Bristlecone’s multi-family office capabilities and tax/estate services to Corient’s fee-only private partnership platform.

Corient Acquires Breed's Hill Capital

September 4, 2025

Financial Services

Corient, a national wealth management firm, has acquired Breed's Hill Capital, a Boston-based multi-family office managing about $3.5 billion in assets. The deal expands Corient's presence in New England and enhances its capabilities serving ultra-high-net-worth families; terms were not disclosed.

Corient Acquires Multi‑Family Office Business of Geller & Company

January 25, 2025

Wealth Management

Corient has acquired the multi‑family office business of Geller & Company (Geller MFO), a New York City‑based multi‑family office managing $10.4 billion in assets under management and advisement. The acquisition deepens Corient’s family‑office capabilities, expands its presence in a major market, and brings Geller’s team and clients onto Corient’s technology, operational and investment platform.

EP Wealth Advisors Acquires Peninsula Wealth, LLC

April 4, 2025

Wealth Management

EP Wealth Advisors has acquired Peninsula Wealth, LLC, adding a San Francisco office and the Peninsula team to its national RIA platform. The deal adds substantial AUM (press releases report more than $660 million; Houlihan Lokey cited over $900 million) and closed on March 31, 2025, with Peninsula founder Rahul Shah joining EP Wealth as Regional Director.

Waverly Advisors Acquires Pacific Portfolio

October 31, 2025

Wealth Management

Waverly Advisors has acquired Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company to expand into the Pacific Northwest and add trust capabilities. The deal brings roughly $5 billion of AUM to Waverly, increasing the firm's total AUM to about $25.1 billion; financial terms were not disclosed and the transactions closed in late September and October 2025.