The 12 closest competitors and alternatives to Corient among asset management companies — ranked by similarity to what Corient actually does, not by market-cap band.
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Corient is a fee-only wealth management firm headquartered in Miami that provides bespoke financial solutions to ultra-high-net-worth and uber-high-net-worth individuals.
Corient is an asset management company. Xcout tracks 14 named people at Corient, including Daniel Pinto (Partner, Chief Executive Officer of EMEA). Xcout recorded 85 job postings from Corient in the last 90 days, naming tools such as Salesforce, Citrix, Workday.
8 more named people on record for Corient, with roles, board committees and tenure — see the full roster →
Xcout recorded 85 job postings from Corient in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Corient's hiring signals →
Ranked by semantic similarity — how close each company is to Corient by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
Similar asset management company
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Similar asset management company
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
Similar asset management company
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Similar asset management company
360 ONE Wealth is an India-based wealth-management business of 360 ONE WAM Limited, formerly known as IIFL Wealth Management. It provides investment advisory, portfolio management, alternative investment, estate-planning and related services primarily to high-net-worth individuals, ultra-high-net-worth families, entrepreneurs and institutions.
Similar asset management company
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Similar asset management company
Ballentine Partners is an independent wealth management and multi-family office firm that provides investment management, financial planning, and related advisory services. It serves high-net-worth individuals, families, and family offices.
Similar asset management company
Mirabaud & Cie SA provides wealth management and asset management services to individuals, families, entrepreneurs, and institutional clients. Its offerings include discretionary portfolio management, financial advisory, wealth planning, and active investment strategies across global equities, fixed income, and private assets.
Similar asset management company
Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.
Similar asset management company
Brighton Jones is a registered investment advisory and wealth management firm headquartered in Seattle, Washington. It provides integrated financial planning, investment management, and related family-office services to high-net-worth individuals, families, and business owners.
Similar asset management company
Mariner Wealth Advisors is a wealth management firm headquartered in Overland Park, Kansas, offering financial planning and investment advisory services across multiple U.S. locations.
Similar asset management company
Osaic is one of the United States' largest providers of wealth management solutions, supporting a service-driven community of financial professionals from its headquarters in Scottsdale, Arizona.
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