C
$143.6B Total AUM
$129.4B Disc. AUM
-- 3Y CAGR
1,181 Employees
25,673 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pioneer insightBridge +more
- Established Date
- 03-01-2022
- Office Locations
- 55
Office Locations
1 Post Office Square Suite 2200 Boston MA
10 South Wacker Drive, Suite 3100 Chicago IL
100 2ND AVE S Suite 701 St. Petersburg FL
About Corient
Corient is a wealth management and family office firm that equips its advisors to bring firmwide resources to client relationships. It provides financial planning, portfolio construction, and investment management, with implementation that includes ETFs and mutual funds alongside alternatives and fixed income. The firm operates across retail and institutional channels and has a broad U.S. office footprint (55 locations).
Team overview
43 AVG AGE
$231.7M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1,181 Employees
620 Advisory Reps
494 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Delta focus Vital
Asset Classes
Wave Oak Summit Harbor vector Insight Frontier north Capital foundation Matrix alpha Legacy
CRM
Vital element Unison
Investment Themes
Catalyst Prime Vector harbor Summit legacy
Investment Vehicles
Ember North Capital momentum
Platform
Focus Focus Glacier
Services
Ridge ember Beacon ridge Focus
Technology
Capital Insight foundation Insight
Owner & Executives
SCOTT WILLIAM AKINS
General Counsel
- CRD
- --
- Ownership
- Less than 5%
(778) 427-2976
vertex.legacy@legacycapital.com
in linkedin.com/in/alpha-harbor
A
ALEXANDER EPPLER
--
- CRD
- --
- Ownership
- Less than 5%
(657) 244-1084
pioneer.peak@momentumcapital.com
in linkedin.com/in/crest-prime
O
Oak ember
Summit legacy value
- CRD
- #90595
- Ownership
- 46.7%
(302) 957-1266
meridian.legacy@ridgecapital.com
in linkedin.com/in/beacon-beacon
Showing 2 of 10 owners & executives
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A
Adem Abate
--
- CRD
- #7118520
(537) 829-3718
eagle.signal@beaconcapital.com
in linkedin.com/in/wave-oak
MATTHEW ROSS ADAMS
Partner
- CRD
- #6000557
(405) 500-4931
insight.peak@glaciercapital.com
in linkedin.com/in/summit-peak
P
Peak beacon
Fusion legacy legacy
- CRD
- #90703
(333) 794-3200
ember.foundation@legacycapital.com
in linkedin.com/in/capital-optima
Showing 2 of 567 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,422,543,156 | $1,285,280 |
| Non-Discretionary | $14,205,989,746 | $1,580,375 |
| Total | $143,628,532,902 | $1,309,464 |
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Separately Managed Accounts
Total SMA Asset: $143,281,663,983
Equity - Exchange:
8.6% Public Funds:
11.4% Cash:
15.1% Municipal Bonds:
14.4% Private Funds:
17.2% U.S. Government/Agency:
12.9% Corporate - Investment Grade:
16.9% Other:
3.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $114,556,444 | 8.6% |
| Public Funds | $151,853,891 | 11.4% |
| Cash | $201,139,803 | 15.1% |
| Municipal Bonds | $191,815,441 | 14.4% |
| Private Funds | $229,112,888 | 17.2% |
| U.S. Government/Agency | $171,834,666 | 12.9% |
| Corporate - Investment Grade | $225,116,733 | 16.9% |
| Other | $46,621,808 | 3.5% |
| Total | $1,332,051,674 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL MATRIX | GLACIER UNISON | H6OL6OIQH | ZWLLJ | 1.87% | $102,334,981 |
| MATRIX VITAL | ZENITH RIDGE | RWC40S8LM | MOUVK | 3.57% | $61,783,896 |
| EAGLE FUSION TIMBER | OPTIMA WAVE | G2VBH7GCG | SZLX | 10.74% | $91,705,018 |
| CREST CAPITAL | PRIME CAPITAL | VDJT2PO29 | JOMXL | 11.86% | $50,021,027 |
| SIGNAL FRONTIER BEACON | HORIZON VERTEX | LBRES9PTE | LSS | 10.59% | $72,748,871 |
| LEGACY PEAK ATLAS | CAPITAL OPTIMA | RUG7CC97H | KYUQ | 5.47% | $85,692,115 |
| BRIDGE FOCUS CATALYST | PATHWAY VERTEX | PAF4C9WU7 | FZW | 4.35% | $79,427,156 |
| FOUNDATION QUANTUM CATALYST | PIONEER WAVE | E4W923SDI | BLFXE | 7.49% | $4,091,737 |