Corient

RIASEC RegisteredEst. 2022

Total AUM

$165B

Discretionary

$148B

90% of AUM

Avg account

$1.5M

Accounts

113,752

Employees

1,537

Advisory reps

653

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 is an independent registered investment adviser and limited partnership that acts as a capital allocator for both individual/family and institutional clients. The firm delivers comprehensive advisory services including financial planning, separately managed portfolio services for individuals and small businesses, portfolio management for institutions, pension consulting, selection of other advisers, and investor education through publications and seminars. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, among other structures. Corient identifies as an active ESG investor and maintains industry relationships that include broker-dealer, trust company, accounting and law firm affiliations, and roles as sponsor or managing member of pooled investment vehicles. The firm has been recognized in multiple industry lists: Citywire’s 50 Growers Across America (2024 and 2026), Barron’s Top 100 RIA Firms (2025), and CNBC’s Elite Advisors (2026). Corient registers as an SEC adviser (since 2022) and reports activity across retail and institutional channels.