About COrient

Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a

Top 100 in Wealth Management
Top 100 in Finance in United States
Top 100 in Wealth Management in United States
Company Highlights
Year Founded

2015

icon-altEmployees

853

Location (HQ)

USA

Monthly Website Visitors

88.6K

icon-altMoM Headcount Growth

2.03%

icon-altYoY Headcount Growth

79.94%

Key Metrics

Senior Hires

NameLinkedin ProfilePositionDate Joined
John Doehttps://www.linkedin.com/in/johndoeCEOCEO
Jane Doehttps://www.linkedin.com/in/janedoeCTOCTO
John Smithhttps://www.linkedin.com/in/johnsmithCFOCFO
Jane Smithhttps://www.linkedin.com/in/janesmithCOOCOO
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