Operating Company Financial Services

Corient

Miami, Florida, United States

Corient is the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high and high-net-worth individuals, families and businesses. It combines deeply personal service and local expertise with a global partnership model.

Focus Areas
Wealth management, Multi-family office services, Registered Investment Advisor (RIA)
Website
corient.com

Tracked deals

11

11 tracked deals across 2024-2026.

Recent pace

7

7 tracked deals announced in the last 12 months.

Deal mix

Buyout

10 buyout · 1 divestiture

Corient Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Corient. 1 2024 3 2025 ~9 est. 7 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Corient Acquires FortCay Family Advisory (FortCay) to Expand in Cayman Islands
    September 23, 2026
    Buyer
    Corient
    Target
    FortCay Family Advisory (FortCay)
    Seller
    Billy Harty (Founder), Matt Houghton (Founder and Managing Director)
    Industry
    Wealth Management
    Location
    Cayman Islands
    Type
    Buyout

    Corient announced the addition of FortCay Family Advisory, acquiring the Cayman Islands wealth manager and multi-family office. The deal establishes Corient’s presence in Cayman, expanding its ability to serve ultra-high-net-worth clients with complex cross-border wealth needs.

  • Corient Adds Summit Trail Advisors
    August 7, 2026
    Buyer
    Corient
    Target
    Summit Trail Advisors
    Industry
    Wealth Management
    Location
    New York, United States
    Type
    Buyout

    Corient has agreed to add Summit Trail Advisors, a registered investment adviser focused exclusively on ultra-high-net-worth clients. Summit Trail, which manages more than $21 billion in assets and operates as an outsourced family office and chief investment officer, is expected to complete the transaction in the third quarter of 2026, with financial terms undisclosed.

  • Corient Acquires Seven Bridges Advisors
    July 31, 2026
    Buyer
    Corient
    Target
    Seven Bridges Advisors
    Industry
    Wealth Management
    Location
    New York, United States
    Type
    Buyout

    Corient agreed to acquire Seven Bridges Advisors, a New York-based registered investment advisor and multi-family office with about $4.9 billion in client assets. The addition is intended to expand Corient’s presence in New York and add a team focused on comprehensive wealth management and private markets investing; Seven Bridges principals will become Corient Partners after the acquisition closes.

  • Corient Acquires Capital Advisors, Inc. to Expand in the U.S. Southwest
    May 13, 2026
    Buyer
    Corient
    Target
    Capital Advisors, Inc.
    Seller
    Keith Goddard, Andy Brown
    Industry
    Financial Services
    Location
    Oklahoma, United States
    Type
    Buyout

    Corient, an integrated U.S. wealth management firm, announced an agreement to acquire Capital Advisors, Inc., a registered investment advisor based in Tulsa, Oklahoma, with $7.8 billion in assets under management. The deal adds Corient’s first Oklahoma office and is expected to close later this quarter, subject to regulatory approval.

  • Corient Acquires Bedrock Group
    April 16, 2026
    Buyer
    Corient
    Target
    Bedrock Group
    Seller
    Bedrock Group principals (Ariel Arazi, Maurice Ephrati, and David Joory)
    Industry
    Wealth Management
    Location
    Switzerland
    Type
    Buyout

    Corient, the U.S.-based integrated wealth management firm, agreed to acquire Bedrock Group, a Geneva-based multi-family office and wealth manager. The deal is subject to closing conditions and regulatory approvals, and Bedrock principals will become Corient partners. The acquisition expands Corient’s presence across Europe and adds approximately $10.7 billion in client assets.

  • Corient Acquires Vivaldi Capital Management
    April 9, 2026
    Buyer
    Corient
    Target
    Vivaldi Capital Management
    Seller
    David Sternberg, Randal Golden
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    Corient has agreed to acquire Vivaldi Capital Management, a Chicago-based registered investment advisor (RIA) overseeing $5.6 billion in assets under management. The deal is expected to close during the second quarter of 2026, at which point Vivaldi’s principals will become Corient Partners.

  • Corient Acquires Palo Alto Wealth Advisors ($766.7M AUM)
    January 29, 2026
    Buyer
    Corient
    Target
    Palo Alto Wealth Advisors
    Seller
    Palo Alto Wealth Advisors
    Industry
    Wealth Management
    Location
    California, United States
    Type
    Buyout

    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
    Buyer
    Corient
    Target
    Bristlecone Advisors
    Industry
    Wealth Management
    Location
    Washington, United States
    Type
    Buyout

    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 Stonehage Fleming and Stanhope Capital Group
    September 3, 2025
    Buyer
    Corient
    Target
    Stonehage Fleming, Stanhope Capital Group
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    Corient announced it completed its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group to expand its global wealth advisory and multi-family office footprint. The combined platform is positioned as the world’s largest non-bank wealth manager focused on ultra-high-net-worth and high-net-worth clients.

  • Corient Acquires Multi‑Family Office Business of Geller & Company
    January 25, 2025
    Buyer
    Corient
    Target
    Geller & Company (multi-family office business)
    Seller
    Geller & Company
    Industry
    Wealth Management
    Location
    New York, United States
    Type
    Divestiture

    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 to Acquire H.M. Payson & Co
    December 20, 2024
    Buyer
    Corient
    Target
    H.M. Payson & Co.
    Industry
    Financial Services
    Location
    Maine, United States
    Type
    Buyout

    Corient agreed to acquire H.M. Payson & Co. (HMP), Maine’s largest registered investment advisory firm with $7.9 billion in assets under management. The deal is expected to close in 2025 and will be Corient’s first Maine location, expanding its ability to serve clients across northern New England.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions 9 tracked deals by Corient. Financial Services Buyers & Acquisitions 2 tracked deals by Corient. Acquisitions in New York 3 tracked deals by Corient. Acquisitions in California 1 tracked deal by Corient. Acquisitions in Maine 1 tracked deal by Corient. Acquisitions in Oklahoma 1 tracked deal by Corient.

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