Corient Private Wealth LLC

Corient is a premier, fee-only fiduciary wealth advisory firm headquartered in Miami, Florida. The firm's core mission is to provide comprehensive wealth management services, simplifying financial lives, protecting assets, and building enduring legacies for its clients. Corient operates under a unique private partnership model, fostering collaboration among its more than 300 equity partners and 2,200 experienced professionals.

Corient offers a broad suite of financial services, including investment management, financial planning, estate planning, tax planning, trust services, and family office solutions. The firm specializes in serving ultra-high-net-worth and high-net-worth individuals, multi-generational families, entrepreneurs, executives, athletes, business owners, and institutions. As of a recent update, Corient is entrusted with over $508 billion in client assets.

Led by CEO Kurt MacAlpine, Corient has rapidly expanded its market presence, becoming one of the largest integrated Registered Investment Advisors (RIAs) in the U.S. and positioning itself as the world's largest non-bank wealth manager and multi-family office focused on its target clientele. The firm has pursued an aggressive growth strategy through strategic acquisitions, including Palo Alto Wealth Advisors (January 2026), Capital Advisors (May 2026), and international expansions with Bedrock Group (April 2026), Stanhope Capital, and Stonehage Fleming (September 2025). Corient's parent company, CI Financial Corp., was taken private by an affiliate of Mubadala Capital in a deal expected to close in Q2 2025.