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
- Industry
- Wealth Management
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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