$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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- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2022
- Office Locations
- 69
Office Locations
1 Post Office Square Suite 2200 Boston MA
10 S Wacker Drive 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
2.4 yrs AVG TENURE
1,537 Employees
620 Advisory Reps
494 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SCOTT WILLIAM AKINS
General Counsel
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
A
ALEXANDER EPPLER
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 10 owners & executives
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A
Adem Abate
--
- CRD
- #7118520
Available
Available
Available
MATTHEW ROSS ADAMS
Partner
- CRD
- #6000557
Available
Available
Available
Showing 2 of 639 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: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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