Corient is a prominent wealth management firm with a significant presence in Florida, offering comprehensive services to high-net-worth individuals and families. Their offerings include wealth planning, investment management, tax services, trust services, and personal CFO services.
As of January 2025, Corient manages over $185 billion in client assets, solidifying its position as one of the largest integrated fee-only Registered Investment Advisors (RIAs) in the United States.
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