Corient
Corient is the largest integrated fee-only registered investment advisory (RIA) firm in the United States, managing approximately $224 billion in client assets as of early 2026. The firm was formerly known as CI Private Wealth and rebranded as Corient in August 2023 following the acquisition of its parent company, CI Financial Corp., by Mubadala Capital in a $3.4 billion take-private transaction. Corient is headquartered in Miami, Florida, and operates through more than 260 partner firms with over 1,300 employees across major U.S. financial centers. The firm is exclusively focused on serving ultra-high-net-worth and high-net-worth clients through a comprehensive, fee-only wealth management model that operates under the highest fiduciary standard.
Corient's investment platform delivers comprehensive wealth management services including investment management, financial planning, tax advisory, estate planning, family office services, and institutional consulting (OCIO). The firm's investment approach integrates traditional and alternative investment strategies through a disciplined, long-term framework, providing clients with access to private equity, venture capital, private credit, hedge funds, and real assets as core components of diversified, custom-tailored portfolios. Corient also offers Values-aligned Capital services, enabling clients to align their investment portfolios with their personal values and philanthropic goals through impact and ESG-oriented strategies.
Corient distinguishes itself through its private partnership structure, in which over 280 equity partners have meaningful economic ownership in the firm, creating deep alignment between advisors and clients that is rare in the wealth management industry. The firm's scale provides access to institutional investment strategies, research, and manager relationships that are typically unavailable to independent RIAs, while its advisory model ensures that client interests remain the singular focus. Corient's continued expansion, strong client retention, and recognition as the largest fee-only RIA in the U.S. reflect the effectiveness of its model in serving the complex financial needs of ultra-high-net-worth families across generations.