Corient was established in 2022 as the U.S. wealth management arm of Canada's CI Financial, built largely through acquisitions of advisory firms. Since August 2025 it has been owned by Mubadala Capital, the Abu Dhabi-based investment firm that took CI Financial private. Advisors use Corient's internally managed strategies, third-party separately managed accounts, fund and ETF models, and private funds. Fees are negotiated individually up to 1.00%, so similar clients may pay different rates. Corient has more than 30 offices across the U.S.
Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $165.3 billion
- Average High-Net-Worth Client Portfolio Size
- $7.9 million
Recent Rankings
Barron's 2025:
Mega 5
Fee Disclosure
Source: CORIENT PRIVATE WEALTH (2026-08-21) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 93.81%
- Number of High-Net-Worth Clients
- 19,571
- Total Client Accounts
- 113,752
- Discretionary Accounts
- 104,460
- Non-Discretionary Accounts
- 9,292
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 319448
- CORIENT PRIVATE WEALTH (2026-08-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗