Corient
RIA
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 4 of 9
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Robert Joseph HanlonCRD 7355725 · San Diego, CAIA Registered
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Canden HannahCRD 8211608 · San Francisco, CAIA Registered
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Mckay S HardyCRD 7754512 · Newport Beach, CAIA RegisteredRegistration inactive
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Kavin Kumaran HariharanCRD 7452757 · San Francisco, CAIA Registered
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John Christopher HarringtonCRD 7808783 · Chicago, ILIA Registered
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Evan Joseph HausmannCRD 8116097 · Chicago, ILIA Registered
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Brian Robert HebertCRD 7593572 · San Diego, CAIA Registered
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James Alexander HerrCRD 7537026 · Dallas, TXIA Registered
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Olivia HerzogCRD 7389141 · Columbus, OHIA RegisteredRegistration inactive
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David Matthew HobbsCRD 7341833 · San Diego, CAIA Registered
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Madeline Kay HobbsCRD 6954711 · Columbus, OHIA Registered
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Rachel K HolbrookCRD 6632425 · Boston, MAIA RegisteredRegistration inactive
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Jonathan Christopher HoltCRD 7968374 · Menlo Park, CAIA Registered
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Matthew HoranCRD 8178913 · Wayne, PAIA Registered
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Braden Ryan HowellCRD 5148543 · Dallas, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
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Quentin Tawna HubbardCRD 7906376 · Seattle, WAIA Registered
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Lane Patrick HusteadCRD 7341827 · San Diego, CAIA Registered
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Brandon Lyon IntraterCRD 5633812 · Boston, MAIA RegisteredDisclosure event(s) on record
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Brian Joshua JacobsCRD 4498489 · Wayne, PAIA Registered
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Joanna Christine JadlowCRD 4793164 · Denver, COIA RegisteredDisclosure event(s) on record
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Chad Albert JaffeeCRD 5856895 · New York, NYIA RegisteredRegistration inactive
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Christopher Ryan JayCRD 5477038 · St. Petersburg, FLIA Registered
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David John JesulaitisCRD 5044912 · Houston, TXIA RegisteredRegistration inactive
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Conner James JohnsonCRD 7804552 · Tulsa, OKIA Registered
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Matthew Robert JohnsonCRD 3095459 · Salt Lake City, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Parker Thomas JamiesonCRD 7860431 · Chicago, ILIA Registered
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David John JefferyCRD 7546517 · Dallas, TXIA Registered
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Kegan Mackenzie JohnsonCRD 7508780 · San Francisco, CAIA Registered
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Matthew Christopher KaneCRD 4965021 · Seattle, WAIA Registered
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John Leo KauthCRD 1648865 · San Antonio, TXIA RegisteredRegistration inactive
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Brian Harold Alexander KazanchyCRD 5118429 · Morristown, NJIA Registered
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Christopher KellerCRD 7716096 · St Petersburg, FLIA Registered
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Shawn M. KennedyCRD 6873827 · Seattle, WAIA RegisteredRegistration inactive
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Scott Richard KidwellCRD 4293796 · Columbus, OHIA Registered
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Matthew Thiel KishlanskyCRD 4467161 · Boston, MAIA Registered
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Sean Thomas KnoerzerCRD 6360672 · Chicago, ILIA Registered
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Sylwia Koc-MaranoCRD 4584395 · New York, NYIA Registered
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Taylor Louis KoivuCRD 4861656 · Seattle, WAIA Registered
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Jacob D KollerCRD 7741101 · Newport Beach, CAIA RegisteredRegistration inactive
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Amy KongCRD 7236084 · New York, NYIA Registered
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Gerald Matthew KoreyCRD 5849655 · Morristown, NJIA Registered
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Isidoro KorngoldCRD 1836913 · San Antonio, TXIA RegisteredRegistration inactive
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Kenneth Marck KorngoldCRD 2491887 · San Antonio, TXIA RegisteredRegistration inactive
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Matthew Joseph KraussCRD 6171004 · Dallas, TXIA RegisteredDisclosure event(s) on record
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Peter Behr KupferbergCRD 2573519 · Chicago, ILIA RegisteredDisclosure event(s) on record
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Nicholas James KarsatosCRD 7906545 · Columbus, OHIA Registered
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Adam H KatzCRD 2915776 · New York, NYIA RegisteredRegistration inactive
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Andrew Yoontae KimCRD 7181949 · New York, NYIA Registered
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Stephen Barrett KistnerCRD 1008795 · Boston, MAIA RegisteredRegistration inactive
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Michael James KlingerCRD 7118591 · Morristown, NJIA 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.
SEC IAPD record for firm CRD 319448 ↗
FINRA BrokerCheck record for firm CRD 319448 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.