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- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2022
- Office Locations
- 72
Office Locations
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).
Reported data analysis
What the numbers show
Between October 7, 2025 and March 31, 2026, reported AUM increased 15.1%, from $143.6B to $165.3B.
Across 5 reported observations, AUM increased 541.2% between December 16, 2022 and March 31, 2026, from $25.8B to $165.3B.
Of the latest reported AUM, 89.6% is discretionary and 10.4% is non-discretionary.
The firm reports 620 advisory representatives and 27,092 clients, or 43.7 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 72 reported office locations and 4 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Corient record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT WILLIAM AKINS
General Counsel
- CRD
- --
- Ownership
- Less than 5%
ALEXANDER EPPLER
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Adem Abate
--
- CRD
- #7118520
MATTHEW ROSS ADAMS
Partner
- CRD
- #6000557
Showing 2 of 650 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Corient has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Corient's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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