Corient Acquires Messick

INVESTMENT MANAGEMENT DEALS BLOG

August 26, 2025

On August 14, 2025, Corient Private Wealth LLC announced its acquisition of Messick Peacock & Associates.

Corient Private Wealth LLC (“Corient”) announced, on August 14, 2025, its acquisition of Messick Peacock & Associates (“Messick”). The acquisition of Messick, will allow Corient to expand its footprint in the southwest to support business owners and entrepreneurs across the Dallas-Fort Worth metroplex. 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. As of August 2025, Corient had $197.1 billion in assets under management.

Messick, based in Dallas, Texas, is a wealth management firm partnering with high-net-worth clients seeking in-depth financial planning, strategic investment management and tailored wealth solutions. As of August 2025, Messick had approximately $1.54 billion in assets under management. Raymond James served as financial advisor to Messick on the transaction.

To read the press release: please click here.

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