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).

By the Numbers
  • Total Assets Under Management
    118,192
    MILLION
  • Total Number of Accounts
    97,020
    ACCOUNTS
  • Average Account Value
    $1,218,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Corient
Showing 1 - 10 of 424 top financial advisors.
1
Matthew R. Adams
CRD#: 6000557
12265 El Camino Real, Suite 300, San Diego, CA 92130

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.

2
Todd R. Amacher
CRD#: 5487056
5950 Sherry Lane, Suite 600, Dallas, TX 75225

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.

3
Brent A. Anderson
CRD#: 6451634
5950 Sherry Lane, Suite 600, Dallas, TX 75225

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.

4
Samantha J. Anderson
CRD#: 5504192
1801 Watermark Drive, Suite 300, Columbus, OH 43215

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.

5
Aaron T. Armstrong
CRD#: 5200946
1801 Watermark Drive, Suite 300, Columbus, OH 43215

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.

6
Kory R. Bachman
CRD#: 5451393
260 East Brown Street, Suite 100, Birmingham, MI 48009

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.

7
Jonathan S. Baker
CRD#: 6648529
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

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.

8
Theodore W. Beebe
CRD#: 6615858
600 Montgomery Street, San Francisco, CA 94111

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.

9
Jason B. Beene
CRD#: 4613477
60 Columbia Road, Building A, Suite 300, Morristown, NJ 07960

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.

10
Daniel J. Bensema
CRD#: 7077193
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

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.

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