Corient
Corient (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $118,191,936,095 in 97,020 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management118,192MILLION
-
Total Number of Accounts97,020ACCOUNTS
-
Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
![](/img/ws/firm-ria-sec-logo.png)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Matthew Adams (CRD# 6000557) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry.
Todd Amacher (CRD# 5487056) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Brent Anderson (CRD# 6451634) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Samantha Anderson (CRD# 5504192) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
Aaron Armstrong (CRD# 5200946) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
Kory Bachman (CRD# 5451393) is an Investment Advisor Representative working at Corient in Birmingham, MI and has over 8 years of experience in the finance industry.
Jonathan Baker (CRD# 6648529) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Theodore Beebe (CRD# 6615858) is an Investment Advisor Representative working at Corient in San Francisco, CA and has over 7 years of experience in the finance industry.
Jason Beene (CRD# 4613477) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 21 years of experience in the finance industry.
Daniel Bensema (CRD# 7077193) is an Investment Advisor Representative working at Corient in Miami, FL and has over 5 years of experience in the finance industry.