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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Corient

MIAMI, FL
CRD: 326262
In network coverage since August 19, 2026 · 13 stories
$5.1BRegulatory AUMSEC Form ADV · Oct 24
100EmployeesForm ADV
4Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Sep 24, 26Deal announcedFortCay Family Advisory · $2.6B — coverage
Sep 22, 26Deal announcedFortCay Family Advisory · $3 — coverage
Sep 22, 26Deal announcedFortCay Family Advisory · $3 — coverage
Sep 22, 26Deal announcedFortCay Family Advisory · $3 — coverage
Network coverage
M&A

Lido co-CEO floats cross-border wealth deals for $42.5B RIA

Stern named the Middle East, Europe, Asia and Mexico City as options; Creative Planning, Corient and Wealthspire have already made such deals.
M&A · Oct 20Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager
Family Office News · Oct 8Corient announces FortCay Family Advisory acquisition in Cayman Islands expansion
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer
Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23Corient buys a Cayman licence, and the $2.6B is the receipt
M&A · Sep 23Corient buys a Cayman jurisdiction, not a $2.6 billion book
RIA · Aug 24Levitt opens a New York base for Americans whose U.S. plans don't survive the move
RIA · Aug 19Brookwood hires four partners rather than a buyer
Succession & selling a firm · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
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