Corient

Corient (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $94,617,046,882 in 79,738 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    94,617
    MILLION
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • 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 21 - 30 of 426 top financial advisors.
21
James G. Borovsky
CRD#: 2595711
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

James Borovsky (CRD# 2595711) is an Investment Advisor Representative working at Corient in Miami, FL and has over 29 years of experience in the finance industry.

22
Robert H. Bortnick
CRD#: 1335428
1 Post Office Square, Suite 2200, Boston, MA 02109

Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Corient in Boston, MA and has over 35 years of experience in the finance industry.

23
Shelli P. Bouillion
CRD#: 2128644
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Shelli Bouillion (CRD# 2128644) is an Investment Advisor Representative working at Corient in Miami, FL and has over 30 years of experience in the finance industry. Shelli Bouillion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

24
Jeffrey T. Boyer
CRD#: 5246815
60 Columbia Road, Building A, Suite 300, Morristown, NJ 07960

Jeffrey Boyer (CRD# 5246815) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 17 years of experience in the finance industry.

25
Sonia Brinkman
CRD#: 5404698
1801 Watermark Drive, Suite 300, Columbus, OH 43215

Sonia Brinkman (CRD# 5404698) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 9 years of experience in the finance industry.

26
Michael C. Brooks
CRD#: 6781765
1910 Fairview Ave N, Suite 200, Seattle, WA 98102

Michael Brooks (CRD# 6781765) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 7 years of experience in the finance industry. Michael Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

27
Matthew A. Broom
CRD#: 7065483
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Matthew Broom (CRD# 7065483) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 6 years of experience in the finance industry.

28
Lisa L. Brown
CRD#: 3266879
3344 Peachtree Road, Ne, Suite 200, Atlanta, GA 30326

Lisa Brown (CRD# 3266879) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 24 years of experience in the finance industry. Lisa Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

29
Michael S. Brown
CRD#: 6093426
12265 El Camino Real, Suite 300, San Diego, CA 92130

Michael Brown (CRD# 6093426) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry. Michael Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

30
Charles A. Bryant
CRD#: 1830538
540 West Madison St, Suite 1900, Chicago, IL 60661

Charles Bryant (CRD# 1830538) is an Investment Advisor Representative working at Corient in Chicago, IL and has over 30 years of experience in the finance industry.

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