Who we are
One Team. One Unique Partnership Model.
Corient is the largest fee-only fiduciary in the U.S. focused on ultra-high and high-net-worth clients. At Corient, we combine deeply personal service and local expertise with the resources of a global leader. Our unique partnership model fosters true collaboration, bringing together local expertise and national resources backed by incredible scale. As a result, our teams are empowered to seamlessly deliver the full strength of the firm to even the most complex clients wherever they work and live—every expert, every insight, every time.
Corient at-a-glance
- The largest integrated fee-only RIA in the U.S. focused on serving ultra-high and high-net-worth clients
- Fiduciaries operating under the highest standard of client care
- A private partnership with more than 280+equity partners
- Entrusted with more than $224 billion* in client assets
What we do
The Full Strength of the Firm in Every Interaction.
By design, our professional services partnership removes the obstacles typical in most traditional wealth firms. Rather than competing for clients, Corient advisors work together as a unified team to successfully guide our clients through the complexities of significant wealth.
Through this collaborative approach—and leveraging global resources—our compounding expertise, innovative investments, and incredible scale empower us to help simplify client lives, manage wealth effectively and efficiently, and establish lasting legacies.
How we’re different
We are informed by legacy, not bound by it.
Many traditional wealth firms are structured in ways that hinder advisor collaboration—creating barriers to delivering truly client-first outcomes. Corient is built differently. From the ground up. We designed our unique partnership model to foster true collaboration and deliver client excellence. As a result, we can do what others cannot. At Corient we:
- Take pride in working together to bring you the best of the firm in every interaction
- Custom build your team with experts, wisdom and resources from across the firm to meet your needs today and with the ability to evolve as your needs do
- Keep our interests aligned with yours, because we only do well when you do
