Corient has reached an agreement to acquire Capital Advisors, a Tulsa‑based registered investment advisor with $7.8 billion in assets under management, marking a significant expansion of Corient’s footprint across the South and Southwest. The deal adds Corient’s first office in Oklahoma and strengthens its position as the largest and fastest‑growing integrated wealth management firm in the United States. Capital Advisors, founded in 1978 and led by CEO Keith Goddard and President Andy Brown, brings a team‑based approach to financial planning, investment management, and wealth advisory, supported by 47 financial professionals and a presence across eight states.
Corient said the acquisition aligns with its private partnership model, which is designed to enable seamless collaboration across teams and deliver the full breadth of the firm’s capabilities to clients. Capital Advisors’ principals will become Corient Partners upon closing, expected later this quarter. The firm emphasized that the partnership model is a key differentiator, giving clients access to a broad network of expertise rather than relying on a single advisor. Corient has grown rapidly since its founding in 2020, now including more than 250 partners and over 1,400 employees managing approximately $222 billion for ultra‑high‑net‑worth and high‑net‑worth families and institutions .
The acquisition comes as Corient continues its global expansion. The firm has previously announced agreements to acquire Stonehage Fleming, Stanhope Capital Group and the Bedrock Group, which will establish its presence across Europe, the Middle East and Africa. Upon close and subject to regulatory approval, Corient is expected to become the world’s largest non‑bank, fee‑only wealth manager and the largest multi‑family office focused on ultra‑high‑net‑worth clients globally, with anticipated combined client assets of approximately $470 billion .
KEY QUOTES:
“The addition of Capital Advisors gives Corient our first office in Oklahoma and significantly expands our client base across the South and Southwest. The firm has an exceptional reputation as a premier wealth manager and their holistic approach fully aligns with Corient’s commitment to providing comprehensive, personalized service. Keith and his team will be a tremendous addition to the Corient partnership.”
Kurt MacAlpine, Founding Partner and CEO of Corient
“Corient’s private partnership model was the key factor in our decision to join the firm, as it reflects the values that drive Capital Advisors – integrity, teamwork, and dedication to our clients. Corient allows us to enhance the client experience by gaining access to a broad network of expertise and a wide range of wealth management and family office services, including alternative investments, trust strategies, tax preparation and bill paying.”
Keith Goddard, CEO of Capital Advisors
“At Corient, partnership is fundamental to our approach. Our model fosters close collaboration across an experienced team, enabling us to deliver a seamless and elevated experience with each interaction. Clients benefit from the full strength of the firm – our integrated wealth management and family office capabilities – supported by our scale, resources and expertise.”
Kurt MacAlpine, Founding Partner and CEO of Corient
