On May 13, 2026, Corient Private Wealth announced its agreement to acquire Capital Advisors.
Corient Private Wealth (“Corient”) announced, on May 13, 2026, its agreement to acquire Capital Advisors. Under the terms of the transaction, Capital Advisor’s principals will become Corient Partners. Further terms of the transaction were not disclosed.
Corient, based in Miami, is a registered investment advisor and fee-only wealth management firm providing services to ultra-high-net-worth and high-net-worth clients. As of March 31, 2026, Corient had $222 billion in assets under management.
Capital Advisors, based in Tulsa, Oklahoma, is a registered investment advisor offering investment management and other wealth management solutions to families and institutions. Capital Advisors has approximately $7.8 billion in assets under management. Piper Sandler & Co. is serving as exclusive financial advisor to Capital Advisors on the transaction.
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