On September 15, 2025, Corient Private Wealth announced its acquisition of Northeast Financial Consultants.
Corient Private Wealth (“Corient”) announced, on September 15, 2025, its acquisition of Northeast Financial Consultants (“Northeast”). Under the terms of the transaction, Northeast will adopt the Corient name. Further terms of the transaction were not disclosed.
Corient, based in Miami, is a national wealth management firm providing services to ultra-high-net-worth and high-net-worth clients. Corient has approximately $216 billion in assets under management.
Northeast, based in Westport, Connecticut, is a multi family office offering investment management and alternative investments, retirement planning, estate planning and insurance analysis services. Northeast has approximately $4.5 billion in assets under management. Houlihan Lockey served as the exclusive financial advisor to Northeast.
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