Who we are
One Team. One Unique Partnership Model.
Corient is the largest fee-only fiduciary in the United States focused on ultra-high and high-net-worth clients. We are redefining modern wealth management with a unique partnership model that fosters collaboration over competition and aligns our goals with yours. By bringing together local expertise and national resources, backed by incredible scale, our teams are set up to seamlessly deliver exceptional outcomes to even the most complex clients. The result is that clients can benefit from the full strength of the firm—every expert, every insight, every time.
What we do
Every expert. Every insight. Every time.
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 unrivaled 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.
We designed our firm to deliver the truly integrated wealth management experience we believe clients deserve. We bring together some of the industry’s most talented and knowledgeable professionals and empower them to provide clients with the best of the firm in each interaction. We:
- Are fee-only fiduciaries who purposely hold ourselves accountable to the highest standards of client care, putting our clients first in all situations.
- Align our interests with our clients, because the better we do for our clients, the better we do for ourselves.
- Break down the barriers to true collaboration across the country—with the ability to call on any of our 1400+ professionals to add nuanced insight, deep expertise, or original ideas to help meet your goals.
