Regentatlantic Capital, LLC

What Regentatlantic Capital, LLC does

Regentatlantic Capital, LLC, operating as Corient, is a fee-only registered investment advisory firm headquartered in Morristown, New Jersey. Founded in 1982, the firm provides wealth management, financial planning, and investment management services to high-net-worth individuals, ultra-high-net-worth individuals, and single and multi-family offices. As of June 2026, Corient reported approximately $508 billion in client assets under management, delivered through a unified partnership of 300+ partners operating across at least 15 jurisdictions in North America, Europe, the Middle East, and Africa.

The firm's offerings are organized into three pillars: Family Office Services (personal CFO, private aviation, global art management, philanthropy planning, lending, real estate, family engagement, tax services, and family office structuring); Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, and family governance and succession); and Investment Management, with explicit emphasis on alternative investments. A digital Client Portal provides account access. The firm has no proprietary technology platform described beyond this portal and is structured as a relationship-based advisory business rather than a technology business.

Corient distributes services exclusively through direct partner engagement, with a unified global P&L intended to align advisor incentives and mitigate conflicts common in commission-based wealth management. Revenue is generated through advisory fees on a recurring basis, with pricing not publicly disclosed. Go-to-market is entirely direct and relationship-driven, supplemented by content marketing and a LinkedIn presence (CorientPrivateWealth). George Stapleton serves as Chief Executive Officer and Partner. The operating legal entity is Corient Holdings Inc., with the firm doing business as Corient.

Name

Regentatlantic Capital, LLC

Legal name

Corient Holdings Inc.

Website

https://regentatlantic.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

101–250 employees

Short description

Regentatlantic Capital, LLC (operating as Corient) is a fee-only fiduciary wealth management firm managing approximately $508 billion in client assets for high-net-worth individuals, ultra-high-net-worth individuals, and family offices across 15 jurisdictions through a unified 300+ partner model.

Ownership category

akta.pro rank

Headquarters

HQ city

Morristown

HQ country

United States

HQ region

North America

Offices15 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management and Advisory Fees: As a fee-only fiduciary wealth management firm, Corient generates revenue through advisory fees charged to clients for investment management, wealth planning, and related financial services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Regentatlantic Capital, LLC (operating as Corient) is a fee-only registered investment advisory fiduciary firm that provides wealth management, investment management, and integrated family office services to high-net-worth and ultra-high-net-worth individuals, families, and family offices. The firm delivers an integrated suite organized into three pillars—Family Office Services (personal CFO, private aviation, philanthropy, lending, real estate, tax services, art management), Wealth Strategy (wealth planning, wealth transfer, fiduciary services, family governance), and Investment Management (including alternative investments)—supported by a unified global partnership of 300+ partners and a digital Client Portal.

Product overview

Corient (formerly Regentatlantic Capital, LLC) is a wealth management firm operating as a unified partnership model with $508 billion in client assets and 300+ partners. The company offers an integrated suite of wealth management services organized into three core pillars: Family Office Services (encompassing personal CFO, private aviation, art management, philanthropy, lending, and real estate), Wealth Strategy (including wealth planning, wealth transfer, fiduciary services, and family governance), and Investment Management (with focus on alternative investments). The firm also provides a digital Client Portal for account access.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office services for high-net-worth and ultra-high-net-worth individuals and families, including family engagement, personal CFO services, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate management.
• Wealth Strategy Strategic wealth planning services encompassing wealth planning, wealth transfer, global fiduciary services, and family governance and succession planning for HNW and UHNW clients.
• Investment Management Investment management services including alternative investments, providing HNW and UHNW clients access to diversified investment opportunities beyond traditional asset classes.
• Client Portal Online client portal enabling wealth management clients to access their accounts and manage their relationship with the firm.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Bessemer Trust is a leading multi-family office serving UHNW families with integrated investment management, wealth planning, and family office services — directly comparable to Corient's Family Office Services pillar.
• Brown Brothers Harriman (BBH Private Wealth): BBH Private Wealth offers investment management, wealth planning, and family office services to HNW families with a partnership-style model — closely aligned with Corient's positioning and client focus.
• Glenmede: Glenmede is an independent wealth management firm and multi-family office serving UHNW families, foundations, and endowments — directly comparable in service mix and client type to Corient.
• Rockefeller Capital Management: Rockefeller Capital Management is an independent private wealth manager serving HNW and UHNW clients with investment management, wealth planning, and family office services — a direct peer in business model and target segment.
• Pathstone: Pathstone is an independent family office and RIA serving UHNW families with investment advisory, trust, and family office services — closely comparable to Corient's integrated offering.
• Creative Planning: Creative Planning is a large independent RIA providing wealth management, estate planning, and family office services to HNW clients — directly comparable in scale, fee model, and service breadth.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a large independent RIA offering comprehensive wealth management, estate planning, and family office services to HNW and UHNW clients — a direct competitor in scale and service mix.

Broad incumbents

• Northern Trust Wealth Management: Northern Trust provides comprehensive wealth management, family office, and trust/fiduciary services to HNW and UHNW clients globally, overlapping with Corient's wealth strategy and fiduciary offerings but as part of a much larger bank.
• Goldman Sachs Private Wealth Management: Goldman Sachs PWM serves UHNW clients with investment management, wealth planning, and family office capabilities — a broad incumbent competitor targeting the same UHNW segment as Corient.

Emerging players

• Cambridge Associates: Cambridge Associates provides investment advisory and portfolio management services to UHNW families, foundations, and endowments — overlapping with Corient's investment management pillar, particularly the alternatives focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/regentatlantic-capital-llc
• Xx.com/RegentAtlantic

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Regentatlantic Capital, LLC