Breakaway Wire
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Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Corient

Includes the history of Summit Trail Advisors (acquired August 2026) · Seven Bridges Advisors (acquired July 2026) · Music Row Wealth Management (acquired July 2026) · Capital Advisors (acquired May 2026) · Vivaldi (acquired April 2026) · Palo Alto Wealth Advisors (acquired January 2026)

Join Corient’s integrated global wealth-management and family-office business.

Website
corient.com
Regulator record
CORIENT (SEC)
Recorded arrivals
6
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
$30.2B
Reported practice assets · 5 of 6 disclosed
Departure assets
—
Reported practice assets · 0 of 1 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
1 Jan
0 Feb
0 Mar
1 Apr
1 May
1 Jun
1 Jul
1 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
Capital Advisors
1
02
Edward Jones
1
03
Music Row Wealth Management
1
04
Palo Alto Wealth Advisors
1
05
Summit Trail Advisors
1
06
Vivaldi
1

Departures went to

Destination firms, by number of teams

01
TritonPoint Partners
1

Arrivals 6

Teams joining Corient in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Aug 5 Acquisition Summit Trail AdvisorsNew York, NY Summit Trail AdvisorsRIAacquired by Corient, Aug 2026 $21.0B InvestmentNews
Jul 14 Acquisition Music Row Wealth ManagementNashville, TN Music Row Wealth ManagementRIAacquired by Corient, Jul 2026 $450M Citywire
Jun 22 Breakaway Jon ConnellSaratoga Springs, NYvia Seven Bridges Advisors Edward JonesWirehouses, Banks & BDs $165M AdvisorHub
May 13 Acquisition Capital AdvisorsTulsa, OK Capital AdvisorsRIAacquired by Corient, May 2026 $7.8B InvestmentNews
Apr 9 Acquisition Vivaldi Capital ManagementChicago, IL VivaldiRIAacquired by Corient, Apr 2026 Undisclosed Press Release
Jan 27 Acquisition Palo Alto Wealth AdvisorsPalo Alto, CA Palo Alto Wealth AdvisorsRIAacquired by Corient, Jan 2026 $767M Press Release

Departures 1

Teams leaving Corient in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Jun 8 Lateral Carlos Sanchez, Matthew SanchezHuntington Beach, CA
Indianapolis, INvia Vivaldi		 TritonPoint PartnersRIA Undisclosed InvestmentNews

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.