CORIENT

RIASEC RegisteredEst. 2022

Total AUM

$165B

Discretionary

$148B

90% of AUM

Avg account

$1.5M

Accounts

113,752

Employees

1,537

Advisory reps

571

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
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 Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Corient is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory offerings span financial planning, portfolio management for individuals, pooled vehicles, businesses and institutions, selection of other advisers, pension consulting services, publication of newsletters, market-timing services, and educational seminars. Corient also lists business activity as a CPO/CTA and reports industry affiliations that include broker-dealers, trust companies, sponsors of pooled vehicles, and other professional service firms. The firm identifies as an active ESG investor and uses fee models that include a percentage of AUM alongside hourly, fixed, and other fee arrangements. Corient has received industry recognition in recent years, including placement on Citywire’s "50 Growers Across America" in 2024 and Barron’s "Top 100 RIA Firms" in 2025.