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.
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