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 strengthens Corient’s wealth management RIA platform presence across the region, supporting growth in local markets. The deal is structured as an add on acquisition under private equity acquisition strategy, with deal size undisclosed and status announced.