Corient is a national, fee-only wealth management firm headquartered in Miami, Florida, with over $177 billion in client assets and more than 240 partners nationwide . Established as CI Private Wealth, the firm rebranded in 2023 to Corient—a portmanteau of “client oriented”—to reflect its commitment to client-centric service and integrated wealth solutions.

Corient offers a comprehensive suite of services, including investment management, financial planning, tax strategies, estate planning, trust services, and family office support, tailored to high-net-worth individuals, business owners, executives, healthcare professionals, athletes, and entertainers.

The firm distinguishes itself through its private partnership model, fostering collaboration among advisors to deliver personalized, fiduciary-driven advice. This approach aims to simplify clients’ financial lives and help establish lasting legacies.