Corient Acquires Bristlecone Advisors

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 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 Palo Alto Wealth Advisors ($766.7M AUM)

January 29, 2026

Wealth Management

Corient has acquired the business of Palo Alto Wealth Advisors, a Palo Alto, California-based registered investment advisor with $766.7 million in assets under management. The deal brings the Palo Alto team into Corient, deepening Corient's West Coast and Silicon Valley presence and expanding its capabilities serving technology founders and entrepreneurs.

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.

Astrion Acquires Axient

July 24, 2024

Aerospace & Defense

Astrion, a portfolio company of Brightstar Capital Partners, agreed to acquire Axient to expand its mission support, systems engineering, test & evaluation, and advanced engineering capabilities. The deal was announced July 24, 2024 and closed September 5, 2024; the acquisition is intended to broaden Astrion's defense and federal services offerings and scale the combined workforce and customer base.

Corient Adds Dallas-Based Messick Peacock & Associates Advisory Team

August 18, 2025

Financial Services

Corient has added the Dallas-based advisory team Messick Peacock & Associates, which manages $1.54 billion in assets. The deal expands Corient’s presence in the Southwest (Dallas–Fort Worth) and enhances its ability to serve business owners, entrepreneurs and high-net-worth clients; Raymond James served as financial advisor to Messick Peacock.