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 5 of 9
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Gregg S KonopaskeCRD 2424683 · Tequesta, FLIA RegisteredRegistration inactive
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Kyle KratochvilCRD 7281855 · New York, NYIA RegisteredRegistration inactive
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Stephen Paul LackCRD 1578439 · Houston, TXIA Registered
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Mary Elizabeth LafieldCRD 5573149 · Dallas, TXIA Registered
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Kevin Charles LaplenaCRD 5839727 · Birmingham, MIIA Registered
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Joshua Hunter LarsonCRD 6875452 · Itasca, ILIA Registered
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James Michael LeachCRD 4298158 · Indianapolis, INIA Registered
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Rachel Ann LeahyCRD 6507033 · Indianapolis, INIA Registered
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Heather Lea LocusCRD 2692656 · Itasca, ILIA Registered
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Charles Day LutzCRD 4956635 · San Antonio, TXIA RegisteredRegistration inactive
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Howard Hearn LutzCRD 2762509 · San Antonio, TXIA RegisteredRegistration inactive
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John Terrance LytleCRD 6235094 · Houston, TXIA RegisteredRegistration inactive
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Duke Eric LaflammeCRD 7426184 · Boston, MAIA Registered
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Haley Paige LanganCRD 6998857 · Wayne, PAIA Registered
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John LangfordCRD 5012656 · Mclean, VAIA RegisteredRegistration inactive
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Laura Blythe LeeCRD 7537252 · Dallas, TXIA Registered
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Carsten LesterCRD 7905892 · San Diego, CAIA Registered
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Katherine Anne LidlCRD 8089787 · Atlanta, GAIA Registered
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Connor John LightfieldCRD 7424379 · Menlo Park, CAIA Registered
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Jessica Feng Hui LimCRD 3115729 · Houston, TXIA RegisteredRegistration inactive
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Jacob Christian LyleCRD 8000725 · Dallas, TXIA Registered
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John Glenn MacriCRD 1314056 · Garden City, NYIA RegisteredRegistration inactiveDisclosure event(s) on record
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Justin Rodman MandlyCRD 5293625 · Menlo Park, CAIA Registered
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Tyrell Blake MarchantCRD 6087091 · Salt Lake City, UTIA RegisteredRegistration inactive
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Gary John MarcinickCRD 1491891 · Columbus, OHIA Registered
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William Miles MarksCRD 6156155 · Houston, TXIA RegisteredRegistration inactive
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George Chaddwick MasonCRD 5449388 · Fayetteville, ARIA Registered
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Thomas Dooley MasonCRD 6221950 · Atlanta, GAIA Registered
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Michael Bailey MayerCRD 6057551 · San Diego, CAIA Registered
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Joshua Scott MayorCRD 4588636 · Charlotte, NCIA RegisteredRegistration inactive
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Kevin George MccandlishCRD 2377585 · Bellevue, WAIA Registered
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Kenneth Mark McclanahanCRD 1349995 · Dallas, TXIA RegisteredDisclosure event(s) on record
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Calvin Brooks MccutchenCRD 6422004 · Seattle, WAIA Registered
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Chad Aaron McdonnellCRD 2990735 · Denver, COIA RegisteredRegistration inactive
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John P MchughCRD 4670494 · Columbus, OHIA Registered
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Mary Patricia MckinleyCRD 2015656 · Chicago, ILIA Registered
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Andrew Haines McnamaraCRD 6386769 · San Diego, CAIA RegisteredRegistration inactive
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Clayton Blake McwherterCRD 4572787 · Houston, TXIA Registered
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Christopher Allen MessickCRD 2411282 · Dallas, TXIA RegisteredRegistration inactive
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Zackary Graham MeuserCRD 5922193 · Chicago, ILIA RegisteredRegistration inactive
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Robert Lawrence MeyerCRD 333229 · New York, NYIA Registered
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Matthew John MignonCRD 6528992 · Morristown, NJIA Registered
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Matthew Steven MikulaCRD 3046629 · Itasca, ILIA Registered
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Brett Stephen MillerCRD 5413563 · Charlotte, NCIA Registered
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Shaun Michael MillerCRD 2906616 · Seattle, WAIA Registered
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Keith William MinogueCRD 2591500 · Naples, FLIA Registered
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Brian D MooreCRD 2800234 · Salt Lake City, UTIA RegisteredRegistration inactive
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Rhett Chase MouchetCRD 5682320 · Atlanta, GAIA Registered
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Mukund MadabhushiCRD 8054588 · Menlo Park, CAIA Registered
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Sabrina Priscilia MartinsCRD 7773014 · Morristown, NJIA 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.
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.