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 41 - 50 of 426 top financial advisors.
41
Randall D. Clark
CRD#: 1086464
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Randall Clark (CRD# 1086464) is an Investment Advisor Representative working at Corient in Miami, FL and has over 41 years of experience in the finance industry. Randall Clark 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.

42
Brian M. Cloud
CRD#: 5762919
5950 Sherry Lane, Suite 600, Dallas, TX 75225

Brian Cloud (CRD# 5762919) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry. Brian Cloud 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.

43
Breanna L. Coffey
CRD#: 6435310
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Breanna Coffey (CRD# 6435310) is an Investment Advisor Representative working at Corient in Miami, FL and has over 5 years of experience in the finance industry. Breanna Coffey 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.

44
Thomas F. Collar
CRD#: 6068392
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Thomas Collar (CRD# 6068392) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry. Thomas Collar 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.

45
Christopher A. Copps
CRD#: 1112642
500 Newport Center Drive, Suite 700, Newport Beach, CA 92660

Christopher Copps (CRD# 1112642) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 41 years of experience in the finance industry.

46
Nathaniel D. Corbitt
CRD#: 6086524
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Nathaniel Corbitt (CRD# 6086524) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 11 years of experience in the finance industry. Nathaniel Corbitt 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.

47
Alex C. Coriddi
CRD#: 6353954
60 Columbia Road, Building A, Suite 300, Morristown, NJ 07960

Alex Coriddi (CRD# 6353954) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 9 years of experience in the finance industry.

48
Kc R. Corkery
CRD#: 5539929
1550 El Camino Real, Suite 200, Menlo Park, CA 94025

Kc Corkery (CRD# 5539929) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 15 years of experience in the finance industry.

49
Nicholas C. Cosky
CRD#: 5594728
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Nicholas Cosky (CRD# 5594728) is an Investment Advisor Representative working at Corient in Miami, FL and has over 15 years of experience in the finance industry. Nicholas Cosky 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.

50
Brett M. Covert
CRD#: 5411349
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Brett Covert (CRD# 5411349) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry. Brett Covert 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.

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