A Daily Network publication

ria

Corient

MIAMI, FL

CRD: 326262

In network coverage since August 19, 2026 · 12 stories

$5.1BRegulatory AUMSEC Form ADV · Oct 17

100EmployeesForm ADV

4Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

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

Wealthspire's Ground Control acquires London-based Atlantic Swiss, a $1 billion wealth manager

Eight advisors and founding partner Craig Bell join a U.K. business that already has offices in London and the Midlands.

Family Office · 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

exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit

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