A national RIA with a team-based culture and
specialty in serving physicians, business owners and corporate executives.
$14.7B
Client Assets (AUA)
175+
11
Office Locations
Mergers & Acquisitions
Curi Capital pursues growth through select partnerships with like-minded RIAs, focusing on shared values and cultural alignment.
Leadership
Leadership
“Curi Capital’s partnership with WPCG marks a pivotal step in advancing the firm’s long-term vision. Together, we are building a differentiated platform designed to scale with purpose—attracting like-minded RIAs, amplifying Curi Capital’s presence in a rapidly consolidating market, and unlocking new opportunities through WPCG’s credibility and proven track record.”
– Dimitri Eliopoulos, Chief Executive Officer
Core Client Offerings
Investment Management
Actively managed, research-driven portfolios designed to align with each client’s goals and evolving financial needs
Financial Planning
Comprehensive planning that integrates cash flow, tax, estate and retirement considerations into a unified financial strategy
Family Office Services
Concierge services and specialized support for complex family, business and multigenerational wealth needs
Locations
Accolades
Barron's
-
Top 100 RIA Firms
2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
Financial Advisor Magazine
-
Top RIA List
2026, 2025, 2024, 2023, 2022, 2021, 2020 -
Top 50 Fastest-Growing Firms
2024
Denver Business Journal
-
Best Places to Work
2026, 2025, 2024, 2023, 2016
Crain's Chicago Business
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Largest Wealth Management Firms
2026
InvestmentNews
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Top Independent High-Net-Worth Advisor
2025 -
Women to Watch
2023, 2022
National Association of Plan Advisors
-
Top Defined Contribution Advisor, Multi-Office Firms
2025
Zephyr's PSN Top Guns
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Top Guns Manager of the Decade
2024 – SMID Cap Core Equality Strategy -
Top Guns List
Q4 2024 - Core Limited Duration IG Bond Strategy Q2 2023 – SMID Cap Core Equity Strategy
Accolades listed above were received by RMB Capital prior to the merger, and by Curi Capital post merger.
Get In Touch
Peter Wheatley
Director
peter.wheatley@wealthpcg.com
Phone
561-838-7239
More From Curi Capital
Deep Relationships. Meaningful Outcomes.
For two decades, Curi Capital has fostered lasting relationships that mean something. With tailored and comprehensive planning and investment solutions, Curi Capital is committed to going above and beyond to deliver a holistic planning experience. For more information: