Corient Acquires Bristlecone

INVESTMENT MANAGEMENT DEALS BLOG

October 8, 2025

On October 2, 2025, Corient Private Wealth announced its acquisition of Bristlecone Advisors.

Corient Private Wealth (“Corient”) announced, on October 2, 2025, its acquisition of Bristlecone Advisors (“Bristlecone”). Under the terms of the transaction, Bristlecone will adopt the Corient name. Further terms of the transaction were not disclosed.

Corient, based in Miami, is a national wealth management firm providing services to ultra-high-net-worth and high-net-worth clients. Corient has approximately $216 billion in assets under management.

Bristlecone, based in Bellevue, Washington, is a registered investment advisor offering comprehensive wealth management and family office services. Bristlecone has approximately $2 billion in assets under management.

To read the press release: please click here.

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