Doyle Wealth Management
Corient is a private, fee-only fiduciary wealth management firm serving ultra-high-net-worth individuals and families globally, operating through a 300+ Partner unified partnership model managing $508 billion in client assets across 15+ countries.
- Company typePrivate
- Founded2005
- HeadquartersSt. Petersburg, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Doyle Wealth Management does
Corient, operating under the legal entity Corient Holdings Inc., is a private, fee-only fiduciary wealth management firm serving ultra-high-net-worth individuals and families across North America, Western Europe, the Middle East, and Africa. The firm is structured as a partnership of 300+ Partners operating under a single global P&L, intentionally designed to mitigate conflicts of interest common in commission-based wealth management. As of 06/01/2026, Corient manages $508 billion in client assets and offers an integrated platform across three core service pillars: Family Office Services (including 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). Clients access their accounts through a Client Portal, and the firm's go-to-market is relationship-driven, executed through its Partner network across 15+ country jurisdictions. The revenue model is subscription/recurring in nature, based on advisory fees tied to assets under management and service complexity, with no product commissions or third-party sales incentives. The primary customer segment is ultra-high-net-worth individuals and families with complex multi-generational wealth, cross-border holdings, and demand for coordinated family office services.
Doyle Wealth Management firmographics
Firmographics- Name
- Doyle Wealth Management
- Legal name
- Corient Holdings Inc.
- Website
- https://doylewealth.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Corient is a private, fee-only fiduciary wealth management firm serving ultra-high-net-worth individuals and families globally, operating through a 300+ Partner unified partnership model managing $508 billion in client assets across 15+ countries.
- Ownership category
- akta.pro rank
Doyle Wealth Management industry classification
Industry- Product category
- Private Wealth Management
- akta.pro industry
- Family Office Advisory & Outsourced CIO (OCIO)Family Office Trust & Fiduciary ServicesFinancial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate AdvisoryInstitutional Consultants & Fiduciary Management (Investment Consulting)Financial & Insurance/Asset & Wealth Management/Asset Management — Institutional (Pensions, Endowments, Sovereign)
Keywords
Where Doyle Wealth Management is headquartered
LocationHeadquarters
- HQ city
- St. Petersburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Doyle Wealth Management 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 Advisory Fees: Fee-only fiduciary wealth management services with no conflicts of interest. Revenue is generated through advisory fees for investment management, family office services, wealth planning, and related financial services. The firm explicitly states they are fee-only fiduciaries who put clients' best interests first.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Doyle Wealth Management product offering
Product offeringCore offering
Corient is a global wealth management firm providing fee-only fiduciary advisory services to ultra-high-net-worth individuals and families. The firm operates as a unified partnership with 300+ Partners and manages $508 billion in client assets across three core service pillars: Family Office Services, Wealth Strategy, and Investment Management (including alternative investments). All services are delivered through a partnership model with a single global P&L, supported by a Client Portal platform.
Product overview
Corient is a wealth management firm operating as a unified partnership model with a single global P&L. The firm offers an integrated platform of three core service pillars: Family Office Services (with 10 sub-services including Family Engagement, Personal CFO, Private Aviation, Family Office Structuring, Tax Services, Global Art Management, Philanthropy Planning, Lending, and Real Estate), Wealth Strategy (encompassing Wealth Planning, Wealth Transfer, Global Fiduciary Services, and Family Governance & Succession), and Investment Management (including Alternative Investments). All services are delivered by 300+ Partners with $508 billion in client assets, with clients accessing their accounts through a Client Portal platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive suite of family office services for ultra-high-net-worth clients, including family engagement, personal CFO services, private aviation management, family office structuring, tax services, global art management, philanthropy planning, lending, and real estate services. Designed for wealthy families requiring coordinated multi-disciplinary support.
- Wealth Strategy Strategic wealth management services encompassing wealth planning, wealth transfer strategies, global fiduciary services, and family governance and succession planning. Targeted at families seeking to structure and preserve wealth across generations.
- Investment Management Professional investment management services including access to alternative investments, delivered through a partnership model with unified global P&L. The firm manages $508 billion in client assets across multiple asset classes and strategies.
Companies that use Doyle Wealth Management
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Doyle Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Doyle Wealth Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Doyle Wealth Management competitors and assessment
Company assessmentDirect peers
- GenSpring Family Offices: A multi-family office serving UHNW families with wealth management, family office services, and legacy planning. Directly comparable niche peer with similar focus on family governance and multi-generational wealth.
- Raymond James Wealth Management: Wealth and investment management division of Raymond James Financial serving HNW and UHNW clients with advisory, financial planning, and asset management services. Overlapping client base and advisor-driven distribution model.
- BNY Mellon Wealth Management: Wealth management arm of BNY Mellon serving UHNW individuals, families, and family offices with investment management, trust, and private banking services. Comparable target client base and service breadth, though owned by a larger publicly listed parent.
- Bessemer Trust: A closely held U.S. wealth and investment management firm specializing in services for ultra-high-net-worth families and foundations. Bessemer competes directly with Corient in family office services, trust services, and multi-generational wealth planning.
- Brown Brothers Harriman (BBH Wealth Management): Private partnership providing wealth management, investment management, and fiduciary services to UHNW families globally. BBH is a structural peer given its partnership model and similar service mix spanning family office, trust, and alternative investments.
- Northern Trust Wealth Management: A leading global wealth manager serving UHNW families, foundations, and family offices with investment management, trust, and banking services. Comparable in scale and service breadth, with similar focus on multi-generational wealth structures.
- Pictet Group: Swiss private partnership offering wealth management, asset management, and related services to private clients and family offices globally. Pictet's partnership structure, European roots, and global fiduciary capabilities make it a strong structural and geographic peer.
Broad incumbents
- Goldman Sachs Private Wealth Management: Wealth management division of Goldman Sachs serving UHNW clients with investment management, banking, lending, and family office services. Overlaps Corient's offerings but operates within a much broader investment banking franchise.
- J.P. Morgan Private Bank: Global private banking business of JPMorgan Chase serving UHNW clients with investment management, lending, trust, and family office services. Serves overlapping client segments as part of a diversified global bank.
- UBS Global Wealth Management: World's largest wealth manager serving HNW and UHNW clients globally with investment management, wealth planning, and banking services. Overlaps Corient's UHNW focus but operates at much larger scale as part of a universal bank.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Doyle Wealth Management social profiles
Digital presenceDoyle Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Doyle Wealth Management leadership team
Management profileNumber of profiles
Doyle Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Doyle Wealth Management 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 Doyle Wealth Management
What does Doyle Wealth Management do?
Corient is a global wealth management firm providing fee-only fiduciary advisory services to ultra-high-net-worth individuals and families. The firm operates as a unified partnership with 300+ Partners and manages $508 billion in client assets across three core service pillars: Family Office Services, Wealth Strategy, and Investment Management (including alternative investments). All services are delivered through a partnership model with a single global P&L, supported by a Client Portal platform.
Is Doyle Wealth Management a public or private company?
Doyle Wealth Management is a private company. It is classified as management employee owned and is currently operating.
When was Doyle Wealth Management founded?
Doyle Wealth Management was founded in 2005. It employs 11 to 50 people.
Where is Doyle Wealth Management based?
Doyle Wealth Management is headquartered in St. Petersburg, United States, in the North America region.
How does Doyle Wealth Management make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Doyle Wealth Management's main competitors?
Direct peers on record are GenSpring Family Offices, Raymond James Wealth Management, BNY Mellon Wealth Management, Bessemer Trust, Brown Brothers Harriman (BBH Wealth Management), Northern Trust Wealth Management and Pictet Group. Broad incumbents are Goldman Sachs Private Wealth Management, J.P. Morgan Private Bank and UBS Global Wealth Management.
Does Doyle Wealth Management have an API?
No public API is recorded for Doyle Wealth Management.
What industry is Doyle Wealth Management in?
Doyle Wealth Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAEAKAF, Family Office Trust & Fiduciary Services.