Corient

Firm record

As recorded in SEC IAPD

Firm CRD

319448

SEC number

801-124978

Firm type

RIA

Assets under management

$165.3B as of Mar 31, 2026

Website

www.youtube.com/@CorientPrivateWealth ↗

Phone

(305) 735-2020

Address

830 Brickell Plaza, Miami, IL, 33131

Advisors at this firm

412 in our index · page 2 of 9

• Luis Javier Chaveste MonroyCRD 6443205 · Morristown, NJ
  IA RegisteredRegistration inactive
• Eric ChenCRD 6620388 · New York, NY
  IA Registered
• Richard ChestertonCRD 5872191 · New York, NY
  IA Registered
• Jennifer Sunyoung ChungCRD 4294005 · Itasca, IL
  IA RegisteredRegistration inactive
• Randall Dean ClarkCRD 1086464 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Grant David ClaryCRD 6409727 · Tulsa, OK
  IA RegisteredRegistration inactive
• Thomas Frank CollarCRD 6068392 · Itasca, IL
  IA Registered
• Thomas David CordovanoCRD 1293853 · Garden City, NY
  IA RegisteredRegistration inactive
• Kc Richard CorkeryCRD 5539929 · Menlo Park, CA
  IA Registered
• Brett Michael CovertCRD 5411349 · Charlotte, NC
  IA RegisteredRegistration inactive
• Jason Robert CrossCRD 6286076 · Charlotte, NC
  IA Registered
• Joseph Robert CudaCRD 6419347 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Annika Ferris CushnieCRD 5239291 · Atlanta, GA
  IA Registered
• Nicole Halliday CampbellCRD 8015340 · Houston, TX
  IA Registered
• Joshua David CantorCRD 5938082 · New York, NY
  IA RegisteredRegistration inactive
• Xavier Perfecto CardozaCRD 8027454 · Menlo Park, CA
  IA Registered
• Christopher David CarterCRD 2143036 · Houston, TX
  IA Registered
• Sarah J. CoatesCRD 7780768 · Chicago, IL
  IA Registered
  Disclosure event(s) on record
• Lindsay Alexandra ConawayCRD 6295605 · Houston, TX
  IA RegisteredRegistration inactive
• Nicolae CristeaCRD 8210905 · Newport Beach, CA
  IA Registered
• Daniel Paul DamondCRD 2791717 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason Noah DanzigerCRD 4240164 · Houston, TX
  IA RegisteredRegistration inactive
• Elwood Brian DavisCRD 711268 · Westport, CT
  IA Registered
• Aaron Robert DayCRD 5045343 · Frisco, TX
  IA RegisteredRegistration inactive
• Martim Luis De Arantes OliveiraCRD 3125265 · San Francisco, CA
  IA RegisteredRegistration inactive
• Anne Spencer DelaneyCRD 4570286 · Seattle, WA
  IA Registered
  Disclosure event(s) on record
• Kristina Nicole DentonCRD 6199092 · Itasca, IL
  IA Registered
• Michael Jay DentonCRD 7061964 · Chicago, IL
  IA Registered
• David Arthur DeschampsCRD 5176818 · Itasca, IL
  IA RegisteredRegistration inactive
• Michael Robert DewittCRD 4646371 · Atlanta, GA
  IA Registered
• Anna E. DiazCRD 4614564 · San Diego, CA
  IA RegisteredRegistration inactive
• Regis R DillonCRD 5362904 · Garden City, NY
  IA RegisteredRegistration inactive
• Anthony Armond DinvernoCRD 6120644 · Itasca, IL
  IA Registered
• Brandon Philip DempseyCRD 6684286 · Columbus, OH
  IA Registered
• Matthew Peter DiluccioCRD 7422661 · New York, NY
  IA RegisteredRegistration inactive
• Cameron DunnCRD 7390322 · Boston, MA
  IA RegisteredRegistration inactive
• Aaron J DymCRD 8003880 · New York, NY
  IA Registered
• John Jehle EdwardsCRD 4422180 · Boston, MA
  IA Registered
• Jacob Thomas ErlendsonCRD 6105292 · San Diego, CA
  IA Registered
• Stephen Chad EstepCRD 4158295 · Miami, FL
  IA RegisteredRegistration inactive
• Peyton Ross EckertCRD 6626233 · Chicago, IL
  IA RegisteredRegistration inactive
• Sean EngelCRD 7741151 · New York, NY
  IA Registered
• Nadezhda Yurievna ErinchekCRD 6706483 · Seattle, WA
  IA RegisteredRegistration inactive
• Jennifer A EustanceCRD 5036842 · Boston, MA
  IA Registered
• Thomas William FarmerCRD 5232790 · Charlotte, NC
  IA Registered
• Joanna Johnson FetterCRD 6288736 · Houston, TX
  IA RegisteredRegistration inactive
• Ryan Wesley FletcherCRD 4428680 · Houston, TX
  IA RegisteredRegistration inactive
• Joseph Michael FoltzCRD 7166218 · Itasca, IL
  IA Registered
• Samuel D FrankfortCRD 2773755 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Herman Edward FreitagCRD 5620623 · Charlotte, NC
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.