Regentatlantic Capital, LLC
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.
- Company typePrivate
- Founded1982
- HeadquartersMorristown, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
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.
Regentatlantic Capital, LLC firmographics
Firmographics- 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
Where Regentatlantic Capital, LLC is headquartered
LocationHeadquarters
- HQ city
- Morristown
- HQ country
- United States
- HQ region
- North America
Offices15 records
Markets served
Regentatlantic Capital, LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- 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
Regentatlantic Capital, LLC product offering
Product offeringCore 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.
Companies that use Regentatlantic Capital, LLC
Customer profileSegments3 records
Ideal customer profiles2 records
Regentatlantic Capital, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Regentatlantic Capital, LLC partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Regentatlantic Capital, LLC competitors and assessment
Company assessmentDirect 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
Regentatlantic Capital, LLC social profiles
Digital presenceRegentatlantic Capital, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Regentatlantic Capital, LLC leadership team
Management profileNumber of profiles
Profiles1 record
Regentatlantic Capital, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Regentatlantic Capital, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Regentatlantic Capital, LLC
What does Regentatlantic Capital, LLC do?
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.
Is Regentatlantic Capital, LLC a public or private company?
Regentatlantic Capital, LLC is a private company. It is classified as unknown and is currently operating.
When was Regentatlantic Capital, LLC founded?
Regentatlantic Capital, LLC was founded in 1982. It employs 101 to 250 people.
Where is Regentatlantic Capital, LLC based?
Regentatlantic Capital, LLC is headquartered in Morristown, United States, in the North America region.
How does Regentatlantic Capital, LLC make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are Regentatlantic Capital, LLC's main competitors?
Direct peers on record are Bessemer Trust, Brown Brothers Harriman (BBH Private Wealth), Glenmede, Rockefeller Capital Management, Pathstone, Creative Planning and Mariner Wealth Advisors. Broad incumbents are Northern Trust Wealth Management and Goldman Sachs Private Wealth Management. Cambridge Associates is listed as an emerging player.
Does Regentatlantic Capital, LLC have an API?
No public API is recorded for Regentatlantic Capital, LLC.