Capital Advisors Acquired by Corient | Financial Services M&A Deal

Corient has acquired Capital Advisors, a wealth management RIA business in the U.S. Southwest. Corient acquisitions expand its financial services footprint by adding Capital Advisors’ client advisory and portfolio management services for individuals and families. The Capital Advisors acquisition supports Corient’s strategic acquisition strategy in key Southwest markets, strengthening its wealth management RIA platform. This add on acquisition is part of Corient’s broader financial services M&A program, with the deal size undisclosed and the transaction announced, subject to customary closing conditions.