Gofen and Glossberg

What Gofen and Glossberg does

Gofen and Glossberg is a Chicago-based investment advisory firm founded in 1932 that provides investment advice to individuals, families, trusts, endowments, businesses, and retirement accounts. With 11-50 employees, the firm operates as a member of the broader Corient partnership network (Corient Holdings Inc., parent entity Corient Global HoldCo Limited), which collectively manages $508 billion in client assets through 300+ Partners across 15 countries as of June 2026.

As part of the Corient unified partnership model with a single global P&L, the firm operates as a fee-only fiduciary, legally required to put client interests first. The service suite spans three primary lines: Family Office Services (personal CFO, private aviation management, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate), Wealth Strategy (wealth planning, wealth transfer, global fiduciary services, and family governance and succession), and Investment Management (including alternative investments). Distribution occurs exclusively through direct Partner relationships with no third-party intermediaries.

Revenue is generated through asset-based advisory fees calculated as a percentage of assets under management, a recurring subscription-style model tied directly to client portfolio size. The firm targets ultra-high-net-worth individuals and family offices requiring sophisticated, personalized wealth management across multi-generational horizons, with an authenticated Client Portal supplementing the traditional high-touch advisory engagement model.

Name

Gofen and Glossberg

Legal name

Corient Holdings Inc.

Website

https://gofen.com

Company type

Private

Founded year

1932

Operating status

Operating

Headcount range

11–50 employees

Short description

Gofen and Glossberg is a Chicago-based investment advisory firm founded in 1932, serving individuals, families, trusts, endowments, businesses, and retirement accounts. Operating within the Corient partnership network, the firm delivers fee-only fiduciary wealth management and family office services.

Ownership category

akta.pro rank

Product category

Investment Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory services
• Wealth management
• Portfolio management
• Retirement planning
• Endowment advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management / Advisory Fees: As a fee-only fiduciary wealth management firm, Corient generates revenue primarily through fees calculated on assets under management (AUM). With $508 billion in client assets, the firm's revenue is derived from a percentage-based fee structure applied to the total assets managed on behalf of clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Gofen and Glossberg is a Chicago-based investment advisory firm that provides personalized investment advice to individuals, families, trusts, endowments, businesses, and retirement accounts. Founded in 1932, the firm delivers discretionary and non-discretionary portfolio management, asset allocation, and ongoing investment counsel on a fee basis to a multi-generational client base. The firm is part of the broader Corient private wealth platform while retaining its dedicated Chicago advisory practice.

Product overview

Corient is a wealth management firm operating as a unified partnership model with a single global P&L. The company offers three primary service lines: Family Office Services (providing comprehensive family engagement, personal CFO, private aviation, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate services), Wealth Strategy (covering wealth planning, wealth transfer, global fiduciary services, and family governance and succession), and Investment Management (including alternative investments). The firm manages $508 billion in client assets with over 300 partners, serving clients through a client portal digital service.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Gresham Partners: Chicago-based wealth advisory firm focused on UHNW families and foundations, providing investment management, family office services, and wealth transfer planning. Direct peer due to overlapping Chicago market, similar client focus, and traditional advisory service model.
• Savant Capital Management: Midwest-based (Rockford, IL) independent wealth management and advisory firm serving individuals, families, and institutions. Direct peer given regional Midwestern footprint and similar fee-based investment advisory offering across diversified clientele.
• Plante Moran Wealth Advisors: Midwest-based wealth management practice tied to a top-30 CPA firm, serving HNW individuals, families, and business owners with integrated advisory and tax planning. Direct peer due to mid-sized Midwest footprint and traditional investment advisory services.
• Heber Hammond & Company: Long-standing boutique investment advisory firm serving HNW individuals, families, and institutions with traditional portfolio management and financial planning services. Direct peer given similar boutique advisory model, comparable client mix, and traditional investment-advisory orientation.
• Buckingham Wealth Partners: Independent wealth advisory firm providing investment management and financial planning to individuals, families, and institutions. Direct peer given similar traditional RIA model, comparable service lines, and shared focus on trust-based client relationships.
• Mesirow Wealth Management: Chicago-based wealth management firm offering investment advisory, wealth planning, and trust services to HNW individuals, families, and institutions. Direct peer given shared Chicago footprint, traditional advisory model, and comparable client mix spanning individuals, families, and institutions.

Broad incumbents

• Brown Brothers Harriman (Wealth Management): Historic private bank and wealth management firm offering investment advisory, trust, and wealth planning to HNW and UHNW families across generations. Broad incumbent: same advisory activity and same long-standing multi-generational positioning, but with much broader institutional scale and full banking capabilities G&G lacks.
• Mariner Wealth Advisors: National RIA consolidator with full-service wealth advisory, investment management, and family office capabilities, having absorbed many smaller independent advisors. Broad incumbent: same investment advisory activity but dramatically larger scale and a roll-up acquisition model that threatens small independents.
• Edelman Financial Engines: Large national independent wealth management and advisory firm serving broad HNW clientele with planning-led investment advice. Broad incumbent given same investment advisory focus but national reach, significant scale, and integrated financial planning model versus G&G's boutique posture.
• Creative Planning: Large independent RIA offering comprehensive wealth management, investment advisory, tax, estate, and family office services nationally. Broad incumbent: comparable in service category but far larger scale, broader service breadth, and national reach versus G&G's boutique profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/CorientPrivateWealth

Revenue estimate

Valuation estimate

Number of profiles

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 Gofen and Glossberg