Corient Acquires Northeast Financial Consultants

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 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.

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.

CI Financial Acquires Coriel Capital

August 10, 2023

Financial Services

CI Financial Corp. agreed to acquire Coriel Capital Inc., a Montreal-based wealth manager that serves ultra-high-net-worth families and manages approximately $1.3 billion in client assets. The acquisition expands CI's presence in the ultra-high-net-worth market and complements its CI Private Wealth and Northwood Family Office businesses; the deal is expected to close in the fourth quarter.