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Corient completes acquisition of Rootstock Advisors, a Pennsylvania-based RIA with $600M in AUM

Feb 06, 2025•6 months ago

Acquiring Company

Corient

Acquired Company

Rootstock Advisors

MiamiPittsburghNon ProfitFinanceFinancial Services

Description

Corient, one of the nation’s largest and fastest-growing national wealth advisors, has acquired Rootstock Advisors, a Pennsylvania-based registered investment advisory firm with approximately $600 million in assets under management. This acquisition enhances Corient’s ability to serve ultra-high-net-worth clients and expands its presence in the Pittsburgh region, solidifying its commitment to delivering tailored wealth solutions.

Company Information

Company

Corient

Location

Miami, Florida, United States

About

Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed