Corient Private Wealth Review

Pros and Cons of Corient

Types of Clients

Corient serves various types of clientele, including individuals with both standard and high net worth. It also serves institutional entities, such as pension and profit-sharing plans, charitable organizations, corporations, trusts, and more.

To begin working with the firm, you may need to meet a minimum account threshold, although this can vary. According to Corient’s Form ADV Part 2A, there isn’t necessarily a specific amount that applies to all its services. However, for its portfolio strategies, entry requirements can range from $250,000 to $5 million in investable assets.

Financial Advisor Services

Corient Private Wealth offers various services you would find at a firm of its size. According to both its website and Form CRS, this includes financial and wealth planning, investment management, and, for wealthier clients, a family office option that bundles multiple offerings.

Below is a more detailed outline of Corient’s services:

Financial and Wealth Planning

One of the solutions Corient offers its clients is comprehensive financial and wealth planning. Specifically, on its website, the firm notes that this centers around several aspects of your finances, including:

• Retirement
• Investing
• Budget and cash flow
• Tax planning
• Estate planning and wealth transfer
• Managing risk
• Education planning
• Philanthropy and charitable giving

While information is limited, you can reasonably expect Corient’s planning process to involve sitting down with an advisor and determining goals, risk tolerance, and financial circumstances (income, assets, debts, expenses, etc.). Then, they’ll work with you to craft a plan that suits one or more of the above areas.

Investment Management

Corient also offers investment management, either on a discretionary or non-discretionary basis. In the former arrangement, you would grant the firm and your advisor authority to make trades and implement an investing strategy on your behalf. In the latter, you maintain control and must sign off on transactions, even if they handle them for you.

The company offers several investment management structures, including separately managed accounts (SMAs) and model portfolios comprising mutual funds and exchange-traded funds (ETFs). Some of these might be available from a third party or the firm itself.

Like the firm’s financial planning, investment advisory with Corient begins with talking to a professional about your goals, risk preferences, time horizon, and circumstances. Ultimately, this will help them understand what strategy and asset allocation works best for you.

For instance, after a conversation, your advisor might determine a specific mutual fund portfolio works for your needs. Then, depending on your situation, take steps to execute the plan and invest funds properly.

Family Office

Finally, Corient provides a family office service directed toward highly wealthy or ultra-high-net-worth (UHNW) individuals and their families with complex and dynamic needs. In practice, this brings together numerous high-level dedicated financial, legal, and personal services, including:

• Tax services and planning
• Trust services
• Personal CFO financial management
• Lending solutions
• Private aviation

Fee Structure

Fees at Corient Private Wealth will depend on your service and situation. If you’re receiving investment management at the firm, the company uses a structure based on a percentage of the assets they manage for you (AUM). Per Corient’s Form ADV, this tops out at 1.0% annually. However, the firm notes that this can be negotiable and be a flat fee instead under some circumstances.

The fee structure is flexible for financial planning and relies more on your needs. It’s largely up for negotiation, and schedules may, for example, be a flat or hourly fee paid monthly.

Investment Philosophy

Before jumping in with a company and becoming a client long-term, it’s critical to understand how it approaches investing and financial planning. When they construct your portfolio and plans, what values, asset classes, and methods will they use? Considering these facts can help you understand if a financial advisory firm such as Corient is right for you.

Corient notes on its website that it uses a team strategy to build and manage your investments. Not uncommon for RIA firms, this helps ensure a diversity of thinking, expertise, and experience devoted to each client’s needs. The firm also highlights that it adopts a disciplined approach that fits each client’s unique situation and goals, often focused on long-term goals and investing.

When structuring client portfolios, Corient uses various types of asset classes. Depending on your conversations with an advisor, it could use a mix of equities (mutual funds or ETFs), fixed-income assets, private equity, alternatives, or real estate.

Disclosure History

As an RIA firm, Corient Private Wealth must disclose any conflicts of interest, disciplinary history, or regulatory events in its Form ADV. This includes any that involve its investment advisor representatives (IARs).

According to the SEC’s Investment Adviser Public Disclosure (IAPD), Corient has no disclosures on file. While a relatively newer firm compared to other long-standing firms, this is a great sign that it follows a high ethical standard. If you work with the firm, it’s still a wise practice to ask your advisor about conflicts of interest and how they approach them.

Customer Service and Becoming a Client

If you need to contact Corient with any questions or concerns, you can do so by:

• Using the firm’s Contact Us page and filling out the form.
• Calling the corporate phone number at (305) 735-2020.
• Contacting or visiting your local branch directly.

As of 2025, Corient operates in 19 states (with many including several cities), including:

• Arizona
• California
• Colorado
• Florida
• Georgia
• Illinois
• Indiana
• Massachusetts
• Michigan
• Missouri
• New Jersey
• New York
• North Carolina
• Ohio
• Pennsylvania
• Texas
• Utah
• Virginia
• Washington

Becoming a client with Corient is a straightforward process. You can visit the firm’s website and click the “Find an Advisor” link in the top right-hand corner to locate a professional in your area. This page includes the ability to filter by location, as mentioned, as well as specialty and name (which may be useful if you’ve been referred by someone else).

Methodology

This review is based on publicly available information directly from Corient Private Wealth’s website and the SEC. Neither the firm nor its representatives have any say on what we’ve included on this page.

Frequently Asked Questions

Is Corient a fiduciary?

Corient Private Wealth and its advisory staff must uphold a fiduciary duty when managing your portfolio or delivering financial guidance. This is a strict requirement of its registration with the SEC as an investment advisor, binding it to avoid and disclose conflicts of interest and prioritize integrity and transparency.

Is Corient good?

Though it’s relatively fresh in the industry, founded in 2022 as we know it today—Corient is a firm with substantial assets under management (AUM) and reach. It operates in 19 states (see list above) and has over 1,000 employees.

At the firm, you’ll find a range of services that many other firms offer, with a focus on managing and building upon wealth. Its fees are standard, sitting at 1%. Corient’s minimums are standard, as well, beginning at $250,000; however, this can be inaccessible to people just getting started or high-earning professionals who aren’t wealthy yet (HENRYs).

Whether or not Corient is the firm for you will be up in the air and depends on what you value. It has all the right signals of a high-quality firm, but deciding if it’s good requires more in-depth legwork, comparison with other top companies, and perhaps an initial meeting.

Does Corient offer a free initial consultation?

It’s unclear, according to its website or Form ADV, if Corient Private Wealth offers a no-cost initial meeting. However, this is often an industry standard, as it offers a low-pressure way for you to get in the door and understand if you can see yourself working with the firm going forward.