Budros, Ruhlin & Roe

Budros, Ruhlin & Roe

Budros, Ruhlin & Roe was founded in 1979 in Columbus, Ohio, and spent 40-plus years as a locally anchored wealth-management and investment-advisory practice. The firm operated under the B-R-R brand, offering both discretionary and nondiscretionary services to individual and family clients before its acquisition by CI Private Wealth. Today the entity serves as a legacy office within Corient, which reported $222 billion in aggregate client assets as of March 31, 2026. Corient constructs portfolios across equity and fixed-income markets, alternative investments, private equity, private credit, and real assets, blending third-party fund commitments with direct access strategies. The platform structure pools research from a central investment team while individual advisors — including those from the B-R-R lineage — deliver client-level asset allocation and family-office-style coordination. No portfolio-level breakdown specific to the B-R-R book has been publicly disclosed. Corient operates from a national footprint, with former B-R-R professionals integrated alongside colleagues from over a dozen previously acquired firms. The parent holding company, Corient Holdings Inc., consolidates both majority and minority investments across its advisory subsidiaries. Philanthropic advisory and estate-planning coordination sit alongside investment management in the service model. In March 2026, Corient publicly updated its client-asset figure to $222 billion, reflecting continued organic and inorganic growth across its unified platform. What distinguishes the current structure is the conversion of a standalone regional RIA into a node on a national aggregation platform. Budros, Ruhlin & Roe's clients gained access to institutional portfolio construction, manager due diligence, and alternative-investment sourcing that a boutique firm would struggle to replicate in-house — while the B-R-R name endures only as a legacy branding element under the Corient umbrella.