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RIA Corient Makes a Big Name for Itself - Orange County Business Journal - Vimarsana News

RIA Corient Makes a Big Name for Itself - Orange County Business Journal

A wealth management firm catering to high- and ultra-high-net-worth clients is now part of a large-scale national firm that likes its business, and name. Corient Capital Partners LLC, founded in 2015 by a group of former Merrill Lynch employees, has quickly built itself into a force in the registered investment advisory (RIA) industry in Newport Beach.

Source: ocbj.com
CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent - Vimarsana News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent

Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion ... | February 22, 2022