Corient has acquired Northeast Financial Consultants, a Connecticut-based registered investment advisor overseeing $4.5 billion in assets under management, marking the firm’s first location in the state and broadening its footprint across New England. Founded in 1983, Northeast Financial provides investment management, alternative investments, retirement planning, estate planning, and insurance analysis. 

“With a track record built on disciplined planning and fiduciary excellence, Northeast Financial brings real strength to Corient,” said Kurt MacAlpine, partner and CEO of Corient. “Their client-first philosophy and deep expertise align with our vision to reset the standard for what a modern multi-family office can deliver.” 

Corient, founded in 2020, operates under a private partnership model and has grown rapidly, now managing about $216 billion for ultra-high and high-net-worth families, individuals, and businesses. The firm’s more than 260 partners and 1,300 employees are spread across the U.S., with recent international expansion through the acquisition of two U.K. advisory firms managing a combined $214 billion in assets. 

Houlihan Lokey served as exclusive financial advisor to Northeast Financial Consultants.