A complete list of active advisors currently associated with Corient
Warmer can help you find a great advisor at Corient or one who fits your needs even better.
Corient provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. Services include discretionary and non‑discretionary portfolio management, financial planning and reporting, and specialized offerings through affiliates such as family office, tax, and corporate trustee services. The firm employs a goals‑based, team investment approach that combines in‑house individual security and fixed‑income strategies with third‑party manager solutions and customized asset allocation. Corient’s Investment Team and committees monitor portfolios continuously and use risk management tools and stress testing (Bloomberg, Aladdin, MSCI, Axioma, etc.) to align exposures with client objectives, and they may incorporate alternative investments, derivatives, and private fund allocations where appropriate. Distinctive features include affiliated private fund capabilities and related platforms — Corient IA and Segall Bryant & Hamill affiliates advise private funds, Corient Private Access (CoPA) aggregates private fund series via the GLASfunds platform, and the Corient Registered Alternatives Fund (CoRA Fund) is managed by an affiliate. The firm is also affiliated with a FINRA‑approved broker‑dealer (GLASfunds), operates affiliated trust entities, and discloses that Corient GPIII LP is registered as a commodity pool operator with the CFTC and NFA; Corient is majority‑owned indirectly by Mubadala Capital LP (ultimately owned by the Government of Abu Dhabi).
To learn more about the advisors currently working at Corient, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Corient's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)