Corient

RIASEC RegisteredEst. 2022

Total AUM

$165B

Discretionary

$148B

90% of AUM

Avg account

$1.5M

Accounts

113,752

Employees

1,537

Advisory reps

638

Firm details

Headquarters: Miami, Florida
CRD number: 319448
Registered since: May 12, 2022
Website: www.corient.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI93.81%
Charitable Organizations2.13%
Individuals1.62%
Corporations / Businesses1.32%
Pension & Profit Sharing Plans0.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Corient operates as an independent registered investment adviser organized as a limited partnership and functions as a capital allocator to both individuals/families and institutional clients. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting, manager selection, and client education through publications and seminars. The firm identifies as an active ESG investor and maintains business relationships across a range of financial services providers (broker‑dealers, trust companies, law and accounting firms, insurance firms) and sponsors pooled investment vehicles in a principal capacity. Corient has appeared on multiple industry lists: Citywire’s "50 Growers Across America" (2024), Barron’s Top 100 RIA Firms (2025), and CNBC’s Elite Advisors (2026).