On January 27, 2026, Corient Private Wealth announced its acquisition of Palo Alto Wealth Advisors.
Corient Private Wealth (“Corient”) announced, on January 27, 2026, its acquisition of Palo Alto Wealth Advisors (“Palo Alto Wealth”). Under the terms of the transaction, the Palo Alto Wealth team will join Corient. 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 December 2025, Corient had approximately $218 billion in assets under management.
Palo Alto Wealth, based in Palo Alto, California, is a registered investment advisor offering comprehensive, tailored advice to technology professionals and their families through a client-focused, fiduciary approach to wealth management. As of January 2026, Palo Alto Wealth had approximately $766.7 million in assets under management.
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