SEO URLwww.firestrike.ai/deals/palo-alto-wealth-advisors-corient-acquisition-2026
acquisitionAnnounced · Jan 29, 2026RIASource · MagazinesArticle · Factual
Corient acquires Palo Alto Wealth Advisors
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$766.7M
Target
Palo Alto Wealth Advisors
Palo Alto, California
Acquirer
Corient
Full Acquisition
Status
Announced
Corient agreed to acquire Palo Alto Wealth Advisors. Reported deal value: $766.7M. Status: Announced. Sector: RIA. Target headquarters context: Palo Alto, California, United States.
This page summarizes publicly available information about the transaction as of 2026-01-29. Figures and status may change as filings and press coverage update.
Corient partnership model gives us the best of both worlds,” Ryan Schmidt, partner at Palo Alto Wealth Advisors , said
Deal timeline
Announced
Jan 29, 2026 · familywealthreport.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in RIA with a reported deal value of $766.7M. Figures and status may change as sources update.
Sources: familywealthreport.com · Primary article · FireStrike proprietary index