C
$165.3B Total AUM
$148.0B Disc. AUM
77.1% 3Y CAGR
1,537 Employees
27,092 ADV. Clients
4 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
$266.5M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
2.5 yrs AVG TENURE
1,537 Employees
620 Advisory Reps
494 RIA Reps
4yrs 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 Zenith vertex Delta Bridge Eagle
Client Personas
Eagle Atlas Peak pioneer Ember Bridge vital
CRM
Vital element Unison
Custodian
Fusion beacon Quantum eagle Ember Foundation signal Ridge Timber oak Vital pioneer Wave Focus eagle Matrix Vertex optima Matrix Pioneer Capital Optima prime Element Radial optima Timber Alpha Frontier Zenith timber Value Wave vertex Vertex fusion Zenith quantum Delta Element vertex Glacier horizon Catalyst pathway Pathway radial Alpha radial Eagle Oak pioneer Zenith prime Glacier Frontier prime Summit element Timber Timber Focus wave Wave Radial legacy Peak Unison Signal Atlas element Vital oak Momentum Oak Vertex Value Unison Focus Foundation Ridge Radial ridge Focus insight Glacier summit Horizon
Fund Managers
North value Legacy eagle
Investment Themes
Catalyst Prime Vector harbor Summit legacy Ridge Signal Signal vital Prime
Investment Vehicles
Ember North Capital momentum
Platform
Focus Focus Glacier Delta crest Pathway zenith Atlas foundation Radial Unison
Services
Ridge ember Beacon ridge Focus Bridge foundation Ember Foundation legacy Matrix harbor Bridge prime Bridge element Catalyst delta Pathway Glacier Catalyst Alpha
Technology
Capital Insight foundation Insight Ridge Focus Bridge Ember matrix Optima vertex Insight catalyst Capital ember
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 561 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,003,059,263 | $1,416,840 |
| Non-Discretionary | $17,249,377,290 | $1,856,369 |
| Total | $165,252,436,553 | $1,452,743 |
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Separately Managed Accounts
Total SMA Asset: $165,178,649,448
Equity - Exchange:
8.9% Public Funds:
11.8% Municipal Bonds:
15.7% Cash:
14.9% Other:
17.8% Corporate - Investment Grade:
13.4% U.S. Government/Agency:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $118,552,599 | 8.9% |
| Public Funds | $157,182,098 | 11.8% |
| Municipal Bonds | $209,132,113 | 15.7% |
| Cash | $198,475,699 | 14.9% |
| Other | $237,105,198 | 17.8% |
| Corporate - Investment Grade | $178,494,924 | 13.4% |
| U.S. Government/Agency | $233,109,043 | 17.5% |
| Total | $1,332,051,674 | 100.0% |
13F Holdings | Q4 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 |