Corient, one of the nation’s largest and fastest-growing national wealth advisors, today announced it has acquired Rootstock Advisors, a Pennsylvania-based registered investment advisory firm with approximately $600 million in assets under management, as of Jan. 31, 2025. This acquisition strengthens Corient’s ability to serve ultra-high-net-worth (UHNW) clients and expands its presence in the Pittsburgh region.
Since its inception, Rootstock has built a client-centric culture, serving a select group of UHNW and high-net-worth families and households. The firm provides comprehensive family office services, including investment management, estate planning coordination, philanthropic strategy, family governance, education planning, wealth planning and income tax oversight. With its dedication to delivering tailored solutions, Rootstock has cultivated lasting client relationships and become a trusted partner in preserving and growing generational wealth.
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