Corient Acquires Northeast Financial Consultants

September 20, 2025

Corient, a national fee-only wealth advisory firm operating as a private partnership, has acquired Northeast Financial Consultants, a Connecticut-based registered investment advisor with $4.5 billion in AUM. The deal gives Corient its first location in Connecticut and expands the firm's presence across New England to better serve high-net-worth and multi-generational family clients.

Buyers
Corient
Targets
Northeast Financial Consultants
Location
Connecticut, United States
Transaction Type
Buyout

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