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 3 of 9

• Andrew FarmerCRD 8246180 · San Diego, CA
  IA Registered
• Kelly Ann FeldmannCRD 6685343 · San Diego, CA
  IA Registered
• Michael J FinkelCRD 5806670 · New York, NY
  IA RegisteredRegistration inactive
• Claire Buechele FosterCRD 7822649 · Dallas, TX
  IA Registered
• Tyler Scott Ward GaspardCRD 5618492 · Seattle, WA
  IA Registered
• Alexis Renae GayhartCRD 4819647 · Sewickley, PA
  IA Registered
• Sanjay GeorgeCRD 6441620 · Houston, TX
  IA RegisteredRegistration inactive
• Leslie Kate GiroteCRD 6674572 · Chicago, IL
  IA Registered
• Jeffrey Michael GohslerCRD 6105296 · San Diego, CA
  IA Registered
• Greg Andrew GoldfederCRD 5764143 · Shaker Heights, OH
  IA Registered
• Asha Tangri GoldsteinCRD 4739422 · Chicago, IL
  IA Registered
• Mark Charles GriegeCRD 1552428 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Jun GuCRD 5853384 · Houston, TX
  IA RegisteredRegistration inactive
• Adam Christian GuentherCRD 4894540 · Bellevue, WA
  IA Registered
• Isaac GwinnCRD 7379454 · Columbus, OH
  IA Registered
• William Benjamin GamsonCRD 7379753 · Miami, FL
  IA Registered
• Jack Michael GartlanCRD 7341916 · Wayne, PA
  IA Registered
• Nicholas Richard GaskellCRD 5497440 · Boston, MA
  IA Registered
• Jack Nicholas GeiseCRD 7370682 · San Diego, CA
  IA Registered
• James A GilloranCRD 6337453 · Boston, MA
  IA Registered
• David H GlenCRD 1035774 · Naples, FL
  IA Registered
• Alexandra GoodsonCRD 6690640 · Boston, MA
  IA RegisteredRegistration inactive
• Corey G GrossCRD 8035506 · Fort Lauderdale, FL
  IA Registered
• Jonathan Alex GulmanCRD 6582213 · New York, NY
  IA Registered
• Kaiying GuoCRD 7604778 · New York, NY
  IA RegisteredRegistration inactive
• Savannah GuyCRD 7144133 · San Diego, CA
  IA Registered
• Richard Wells HagnerCRD 1308790 · New York, NY
  IA Registered
• Ryan Andrew HalpernCRD 5743388 · Atlanta, GA
  IA Registered
  Disclosure event(s) on record
• Eric Alexander HarbertCRD 6138586 · Charlotte, NC
  IA Registered
• David Michael HarrisCRD 1458891 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ian T HarveyCRD 6109254 · Morristown, NJ
  IA Registered
• Nathaniel Taylor HaskellCRD 6563348 · Seattle, WA
  IA RegisteredRegistration inactive
• Gordon HassenplugCRD 3126165 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Joseph A Alton HawesCRD 1503159 · Tulsa, OK
  IA RegisteredRegistration inactive
• Darren Lee HendersonCRD 2923145 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• John Maurice HennessyCRD 1823631 · San Antonio, TX
  IA RegisteredRegistration inactive
• Jamaal Richard HenryCRD 6718595 · Columbus, OH
  IA RegisteredRegistration inactive
• Zachary Aaron HerlickCRD 5292030 · Menlo Park, CA
  IA Registered
• Krista Lurea HintonCRD 6448136 · Dallas, TX
  IA Registered
• Duane Michael HirschCRD 2113314 · Houston, TX
  IA RegisteredRegistration inactive
• Austin Dodge HogganCRD 5437470 · Wayne, PA
  IA Registered
• Matthew Landstad HoldenCRD 6408560 · Morristown, NJ
  IA Registered
• Steven Patrick HollonCRD 7205049 · Chicago, IL
  IA Registered
• Bret James HorsfieldCRD 5666521 · Indianapolis, IN
  IA Registered
• Yonghui HuangCRD 6287904 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Scot Laurence HunterCRD 1312071 · Weston, FL
  IA Registered
  Disclosure event(s) on record
• Clayton William HaakCRD 7501753 · St. Petersburg, FL
  IA Registered
• Samuel Gerald HackerCRD 7772959 · Itasca, IL
  IA Registered
• Christopher M HalaskaCRD 4233102 · Houston, TX
  IA RegisteredRegistration inactive
• Randall Alexander HaleCRD 7441560 · Houston, TX
  IA Registered

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.