Budros, Ruhlin & Roe
Budros, Ruhlin & Roe, operating as Corient, is a Columbus, Ohio-based fee-only fiduciary wealth and investment management firm serving high net worth individuals, families, and family offices across 15+ jurisdictions.
- Company typePrivate
- Founded1979
- HeadquartersColumbus, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Budros, Ruhlin & Roe does
Budros, Ruhlin & Roe is a Columbus, Ohio-based wealth management and investment management firm founded in 1979, now operating under the DBA "Corient" as part of a larger integrated wealth platform. The firm serves high net worth individuals and families as its primary customer segment, with single and multi-family offices as a secondary segment, delivering services across Family Office Services (personal CFO, private aviation, global art management, philanthropy planning, lending, real estate, tax services), Wealth Strategy (wealth planning, wealth transfer, global fiduciary, family governance and succession), and Investment Management (including alternative investments).
The firm operates as a fee-only fiduciary partnership model with 300+ partners under a unified global P&L, reaching $508 billion in client assets as of June 2026. Headcount at the BRR office level is 51-100 employees, while the broader Corient platform spans 15+ jurisdictions across North America (US, Canada), Western Europe (UK, France, Switzerland, Luxembourg, Monaco, Malta, Isle of Man, Guernsey, Jersey, Liechtenstein), the Middle East (Israel), Africa (South Africa), and South Asia (Mauritius). Distribution is direct and partner-led, supported by a Client Portal for account access; pricing is not publicly disclosed and is likely based on AUM-based or hourly fee structures.
The business generates revenue primarily through fee-only wealth and investment management on client assets, supplemented by advisory fees across tax, estate, fiduciary, lending, and family-office structuring services. Core technology is not explicitly disclosed, and no AI/ML capabilities, patents, proprietary platforms, or third-party technology integrations are referenced in the source materials. The firm's strategic positioning is built around the fee-only fiduciary model (eliminating commission-based conflicts), integrated cross-service collaboration, and global reach to serve internationally-mobile multi-generational wealth.
Budros, Ruhlin & Roe firmographics
Firmographics- Name
- Budros, Ruhlin & Roe
- Legal name
- Corient Holdings Inc.
- Website
- https://b-r-r.com
- Company type
- Private
- Founded year
- 1979
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Budros, Ruhlin & Roe, operating as Corient, is a Columbus, Ohio-based fee-only fiduciary wealth and investment management firm serving high net worth individuals, families, and family offices across 15+ jurisdictions.
- Ownership category
- akta.pro rank
Budros, Ruhlin & Roe industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Budros, Ruhlin & Roe is headquartered
LocationHeadquarters
- HQ city
- Columbus
- HQ country
- United States
- HQ region
- North America
Markets served
Budros, Ruhlin & Roe business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels2 records
Marketing channels4 records
Budros, Ruhlin & Roe product offering
Product offeringCore offering
Budros, Ruhlin & Roe (doing business as Corient) is a fee-only fiduciary wealth management and investment management firm serving high-net-worth individuals, families, and family offices. It delivers integrated wealth strategy, investment management, and family office services — including wealth planning, wealth transfer, tax services, philanthropy planning, lending, real estate, private aviation, and global art management — through 300+ partners managing $508 billion in client assets.
Product overview
Corient (Budros, Ruhlin & Roe) operates as a unified wealth management platform offering integrated services across three core areas: Family Office Services, Wealth Strategy, and Investment Management. The platform is structured around a partnership model with fee-only fiduciaries managing $508 billion in client assets across 300+ partners. The product portfolio includes a digital Client Portal for account access, along with specialized service modules covering wealth planning, investment management, tax services, fiduciary services, lending, real estate, private aviation, global art management, and philanthropy planning. All services are delivered through a collaborative model designed to serve high-net-worth individuals and families.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive suite of services for high-net-worth families covering family engagement, personal CFO services, private aviation management, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate advisory.
- Wealth Strategy Strategic wealth management services encompassing wealth planning, wealth transfer strategies, global fiduciary services, and family governance and succession planning for affluent clients and their families.
- Investment Management Professional investment management services, including alternative investments, focused on delivering diversified strategies and optimal returns for client portfolios.
- Client Portal Secure online portal enabling existing clients to access their accounts, view portfolio information, and manage their wealth management relationship with the firm.
Companies that use Budros, Ruhlin & Roe
Customer profileSegments2 records
Ideal customer profiles2 records
Budros, Ruhlin & Roe technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Budros, Ruhlin & Roe partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
Budros, Ruhlin & Roe competitors and assessment
Company assessmentBroad incumbents
- Abbot Downing (Wells Fargo): The UHNW unit of Wells Fargo's Private Bank, providing integrated wealth management to ultra-affluent families; a broader incumbent offering overlapping capabilities but operating within a much larger banking institution.
Direct peers
- Bessemer Trust: One of the largest U.S. single-family office-style wealth managers serving multi-generational UHNW families with integrated investment management, trust, and family governance services — directly comparable to Corient's family office and wealth strategy platform.
- Crestwood Advisors: Independent, fee-only wealth management firm serving UHNW families and foundations with integrated investment advisory, family office, and financial planning services — directly comparable in scale and service model.
- Brown Brothers Harriman (BBH Wealth Management): Long-standing private bank and wealth manager serving UHNW families with integrated investment, trust, and private banking services; competes directly with Corient's fee-only integrated wealth platform.
- Cambridge Associates: Investment advisor serving UHNW families, foundations, and endowments with outsourced CIO and portfolio management services — overlaps with Corient's investment management and alternative investments capabilities.
- Rockefeller Capital Management: Independent, family-controlled wealth and asset manager serving UHNW families with private wealth, family office, and investment management capabilities — direct competitor in the integrated UHNW segment.
- Glenmede: Privately held, fee-only investment and wealth management firm focused on UHNW individuals, families, and endowments; operates as a fiduciary with a partnership-style model closely mirroring Corient's structure.
- William Blair Wealth Management: Wealth management arm of William Blair providing private wealth services to HNW individuals and families; comparable on integrated investment advisory and personalized financial planning.
- Fisher Investments: Large independent investment management firm serving high net worth and institutional clients; competes with Corient's Investment Management business on discretionary portfolio management and alternatives access.
- GenSpring Family Offices: Multi-family office providing integrated wealth management to UHNW families including investment, trust, and family governance services — directly comparable to Corient's family office service offering.
Market position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Budros, Ruhlin & Roe social profiles
Digital presenceBudros, Ruhlin & Roe financial estimates
Financial estimateRevenue estimate
Valuation estimate
Budros, Ruhlin & Roe leadership team
Management profileNumber of profiles
Budros, Ruhlin & Roe funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Budros, Ruhlin & Roe 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 Budros, Ruhlin & Roe
What does Budros, Ruhlin & Roe do?
Budros, Ruhlin & Roe (doing business as Corient) is a fee-only fiduciary wealth management and investment management firm serving high-net-worth individuals, families, and family offices. It delivers integrated wealth strategy, investment management, and family office services — including wealth planning, wealth transfer, tax services, philanthropy planning, lending, real estate, private aviation, and global art management — through 300+ partners managing $508 billion in client assets.
Is Budros, Ruhlin & Roe a public or private company?
Budros, Ruhlin & Roe is a private company. It is classified as management employee owned and is currently operating.
When was Budros, Ruhlin & Roe founded?
Budros, Ruhlin & Roe was founded in 1979. It employs 51 to 100 people.
Where is Budros, Ruhlin & Roe based?
Budros, Ruhlin & Roe is headquartered in Columbus, United States, in the North America region.
Who are Budros, Ruhlin & Roe's main competitors?
Abbot Downing (Wells Fargo) is listed as a broad incumbent. Direct peers are Bessemer Trust, Crestwood Advisors, Brown Brothers Harriman (BBH Wealth Management), Cambridge Associates, Rockefeller Capital Management, Glenmede, William Blair Wealth Management, Fisher Investments and GenSpring Family Offices.
Does Budros, Ruhlin & Roe have an API?
No public API is recorded for Budros, Ruhlin & Roe.
What industry is Budros, Ruhlin & Roe in?
Budros, Ruhlin & Roe's product category is Wealth Management. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 52394.