Corient

Corient is a prominent wealth management firm headquartered in Miami, Florida. It specializes in providing comprehensive financial services to high-net-worth individuals, families, business owners, and professional athletes. Established in 2015, Corient has rapidly expanded across the United States. It manages approximately $190 billion in client assets as of March 31, 2025.

The firm's core offerings include wealth planning, investment management, and family office services. These are tailored to meet the unique needs of each client. Wealth planning services involve creating strategies to manage risk, protect and grow wealth, mitigate taxes, and plan for retirement.

In investment management, Corient custom-builds portfolios based on individual circumstances, goals, values, tax situations, and preferences. Family office services include tax support, trust and personal CFO services, lending solutions, and private aviation. This provides a 360-degree approach to wealth management.

Clientele

Corient's clients come from various sectors:

• Individuals and families
• Athletes and entertainers
• Attorneys and business owners
• Corporate executives and healthcare business owners
• Divorcing individuals and entrepreneurs
• Foundations, endowments, and private fund professionals

This diversity allows Corient to offer specialized services tailored to the unique financial needs of each group.

Growth and Expansion

In January 2025, Corient acquired Geller & Co., a prestigious multi-family office based in New York. This added over $10 billion in assets under management. The acquisition expanded Corient's ability to provide customized wealth management solutions and broadened its geographical reach.

As of June 2025, Corient employs approximately 1,000 individuals across North America and Asia. This reflects its significant growth and commitment to exceptional client service.

Locations

Corient's primary office is located at 2 S Biscayne Blvd, Suite 3200, Miami, Florida, 33131. Additional locations include:

• Miami, FL, USA
• Phoenix
• Los Angeles
• Menlo Park
• Newport Beach
• San Diego
• San Francisco
• Denver
• Thornton
• Delray Beach
• Fort Lauderdale, Florida

Summary

Corient stands out as a leading wealth management firm dedicated to exceeding client expectations, simplifying financial lives, and establishing lasting legacies through a comprehensive suite of personalized services.