Corient Expands Southwest Presence with $1.54B Dallas Advisory Team 

Corient announced the addition of Messick Peacock & Associates, a Dallas-based advisory team overseeing $1.54 billion in assets under management, further expanding the firm’s footprint in the Southwest. Founded in 2015 by Chris Messick and David Peacock, the team specializes in serving high-net-worth clients through comprehensive financial planning, strategic investment management, and bespoke wealth solutions. 

“Corient’s unique private partnership enables us to serve our clients differently and with the full strength of the entire firm behind us,” said Messick, highlighting the cultural alignment between the two organizations. CEO and partner Kurt MacAlpine echoed this sentiment, noting, “Chris, David, and their team have built a powerful model that blends strategic financial planning with a deep understanding of the entrepreneurial mindset.” 

Since its founding in 2020, Miami-based Corient has grown rapidly, now counting 260 partners and over 1,300 employees managing approximately $197.1 billion on behalf of ultra-high and high-net-worth individuals, families, and businesses nationwide.  

The transaction, for which Raymond James’ asset and wealth management investment banking team served as financial advisor to Messick Peacock, follows Corient’s February expansion into the Pittsburgh market through the acquisition of Rootstock Advisors, a $600 million AUM registered investment advisor.