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RIA comparison · SEC Form ADV

Corient vs WE Family Offices

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Corient is the larger of the two, with $165B in regulatory assets to $18B at WE Family Offices, 9.3 times the size of its rival, by their latest Form ADV filings. Corient reports more individual clients (25,963 vs 112), while WE Family Offices’ clients hold more on average (about $159 million each against $6.1 million). Both are based in Florida: Corient in Miami and WE Family Offices in Coral Gables.

FigureCorientWE Family Offices
Regulatory AUM$165B$18B
National rank#8#54
HeadquartersMiami, FloridaCoral Gables, Florida
Individual clients25,963112
High-net-worth clients19,571112
Average client assets$6.1 million$159 million
Accounts113,752112
Discretionary90% of AUM0% of AUM
Employees1,53765
Advisory staff62035
Clients per advisory employee423
Offices372
Form ADV filed2026-08-212026-04-21

Corient

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Market timing
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

WE Family Offices

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Corient or WE Family Offices?

Corient, with $165B in regulatory assets under management against $18B at WE Family Offices. Nationally they rank #8 and #54 among 5,657 independent wealth management RIAs.

How many clients do Corient and WE Family Offices have?

Corient reports 25,963 individual clients (19,571 high-net-worth) with 620 advisory employees; WE Family Offices reports 112 (112 high-net-worth) with 35 advisory employees.

How do Corient and WE Family Offices charge clients?

Only Corient lists hourly charges; other forms of compensation on Form ADV. Only WE Family Offices lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Corient and WE Family Offices offer?

Corient lists portfolio management for businesses and institutions; pension consulting; periodicals or newsletters; market timing; educational seminars and workshops, which WE Family Offices does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Corient ↗, WE Family Offices ↗. How to check a financial advisor →