ria

Corient

MIAMI, FL

CRD: 326262

In PWD coverage since August 19, 2026 · 10 stories

$5.1BRegulatory AUMSEC Form ADV · Oct 3

100EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Sep 24, 26Deal announcedFortCay Family Advisory · $2.6B — coverage

Sep 22, 26Deal announcedFortCay Family Advisory · $3 — coverage

PWD coverage

M&A

Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

Heartwood Wealth Advisors will bring a 13-person Richmond team and roughly $1.7 billion in assets to a Birmingham acquirer with seven closings since late January.

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

Corient

Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

The Morning Brief