Office address: 830 Brickell Plaza Suite 4800, Miami, FL 33131
Website: corient.com
Year established: 2020
Company type: financial services
Employees: 1,400+
Expertise: wealth management, investment management, tax planning, estate planning, family office services, trust services, financial planning, charitable planning, risk management, private wealth advisory
Parent company: CI Financial
Key people: Kurt MacAlpine (CEO), Leonard Gullan (COO), Matt Krauss (CIO), Andrew Holmberg (Chief Solutions Officer), Francisco Tobias (CFO), Julie Silcox (CMO), Manisha Burman (CHRO)
Financing status: corporate-backed
Corient is a Miami-based fee-only fiduciary wealth management firm. The company oversees $224 billion in client assets and employs more than 1,400 professionals as of December 31, 2025. It works with ultra-high and high-net-worth individuals, families, athletes, and business owners across the US.
Corient traces its roots to 2020 when CI Financial, a Canadian asset management firm, first entered the US wealth advisory space. CI Financial grew its US business fast by acquiring independent advisory firms across the nation.
Strong organic growth also helped the platform build out its client base. The US arm became one of the fastest-growing RIA platforms under the CI Private Wealth brand.
The firm took a major step forward in 2023 with a complete rebrand. CI Private Wealth changed its name to Corient, a word derived from “client oriented.”
The company dropped co-branding with its legacy firm names to create one unified identity. It also launched its own tax practice and trust company to serve clients with complex needs.
It gained new backing in 2025 when Mubadala Investment Company acquired its parent company CI Financial. Weeks later, the firm allied with Stonehage Fleming and Stanhope Capital Group, two European wealth managers.
These partnerships added over $214 billion in client assets and pushed total AUA to $430 billion. The deals also extended the firm’s reach into Europe, the Middle East, and Africa.
The company also made moves closer to home in the US during the same busy month. It acquired Northeast Financial Consultants, a multi-family office from Connecticut. This deal marked its first location in Connecticut and grew its footprint across New England.
The firm offers fee-only wealth management and family office solutions built for ultra-high and high-net-worth clients:
Corient also has dedicated groups for athletes, entertainers, and private fund professionals. The firm serves foundations, endowments, business owners, and LGBTQIA+ individuals and families.
Corient says it invests in mentorship and employee growth. The firm values contributions and offers work that matters. It also values:
The firm also states that it seeks to help its employees excel and reach their career goals. To uphold this, employee benefits include:
Corient says it aims to create a supportive work environment. It focuses on helping employees build lasting careers.
Kurt MacAlpine serves as a partner and CEO of the company, while leading CI Financial as CEO and director. He previously worked as EVP at WisdomTree Asset Management and as a partner at McKinsey & Company. MacAlpine earned a Bachelor of Commerce from Saint Mary’s University and an MBA from Queen’s University.
MacAlpine is joined by a leadership team of experienced executives at Corient:
This leadership team operates under Corient’s private partnership model. Together, they help clients protect assets, simplify finances, and build lasting legacies.
In 2025, the company acquired Bristlecone Advisors, a Bellevue-based multi-family office with $2 billion in assets. The deal grew Corient’s footprint in the Pacific Northwest and added family office services for wealthy clients. This move supports the firm’s growth strategy as CEO Kurt MacAlpine eyes a potential IPO.
It also carried that momentum into 2026 with Corient’s addition of Palo Alto Wealth Advisors. The California-based firm brought $767 million in assets and access to technology executives and entrepreneurs. The deal puts Corient closer to becoming a coast-to-coast advisory platform.
The $222 billion mega-RIA's acquisition of Capital Advisors is the latest deal in its dual-track expansion strategy chasing domestic depth and international scale.
RIA giant brings $10B foothold north while scaling via acquisitions and rebrand.
“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.
The deal marks Corient's second acquisition of 2026 as the mega-RIA pushes toward $450 billion in combined assets.
13 years after it was founded, the hybrid RIA has rebranded with a new name and logo.
PE–backed platforms, serial acquirers, and a deeper buyer bench drove record a record 466 wealth management merger deals last year, according to the M&A consultancy firm's latest tally.
Firms expand footprints and partner rosters as advisors weigh scale, succession and support.
US asset manager transfers C$26B in Canadian funds while retaining portfolio oversight role.
Firm already manages over $5 billion for clients living beyond the U.S., and CEO Peter Mallouk says demand in the UK, Switzerland, and EU could lead to multiple European offices.
With an increasingly saturated US market, some mega-RIAs are looking abroad for clients and acquisitions, testing if the independent advice model can thrive internationally.
Record deal volume, surging assets, and a wave of mega-transactions define another landmark year for RIA M&A, with strategic buyers dictating the momentum.
The merger announced Thursday rivals other monster deals this year by fellow mega-RIAs Corient and Mariner.
The deal for the Bellevue, Washington-based multi-family office marks another step for Corient's hyper-growth strategy.
Raymond James also kept its Commonwealth recruitment streak going, while Americana Partners and Pallas Capital Advisors each hired a veteran specialist advisor to boost their offerings.
The acquired firm will become part of Aprio Wealth Management.
