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 6 of 9

• David C. MccabeCRD 2387411 · Boston, MA
  IA RegisteredRegistration inactive
• Austin Robert McdonnellCRD 7201300 · Itasca, IL
  IA Registered
• Thomas McdonnellCRD 6902921 · Boston, MA
  IA RegisteredRegistration inactive
• Dylan Chase McdowellCRD 7059939 · Houston, TX
  IA RegisteredRegistration inactive
• Lauren Jessica Blaney McgowanCRD 6973802 · San Diego, CA
  IA RegisteredRegistration inactive
• Jonathan Miller McnittCRD 7825339 · New York, NY
  IA Registered
• Michael MileskiCRD 8249549 · Itasca, IL
  IA Registered
• Kelly Gamble MillsCRD 6568911 · Dallas, TX
  IA Registered
• Brian David MirmanCRD 7561259 · Garden City, NY
  IA RegisteredRegistration inactive
• Austin James MitchellCRD 5543688 · Dallas, TX
  IA RegisteredRegistration inactive
• Franklin MontesCRD 7948467 · Itasca, IL
  IA Registered
• Aaron M MotaiCRD 6305637 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Tayler Mckenzie MullenCRD 8032156 · Miami, FL
  IA Registered
• Michael Ronald NavoneCRD 5186986 · San Francisco, CA
  IA Registered
• Lisa Marie NeiraCRD 5380905 · Boston, MA
  IA RegisteredRegistration inactive
• Erik Henry NelsonCRD 6189494 · San Diego, CA
  IA Registered
• Troy Paul NunesCRD 4720830 · Sewickley, PA
  IA RegisteredRegistration inactive
• Ghazaleh NekuiCRD 7149538 · Seattle, WA
  IA RegisteredRegistration inactive
• Jack NelsonCRD 8209257 · Menlo Park, CA
  IA Registered
• Millisa NewbergCRD 7519717 · Seattle, WA
  IA Registered
• Nan M NgeCRD 7577731 · Seattle, WA
  IA RegisteredRegistration inactive
• Ashley Diane NimonCRD 7279952 · Wayne, PA
  IA Registered
• Riley William Twiss NoonanCRD 7422330 · Seattle, WA
  IA Registered
• Eli Kade NordenCRD 7772970 · Columbus, OH
  IA Registered
• Steven Werner NovakCRD 7082125 · Dallas, TX
  IA RegisteredRegistration inactive
• Gianna Elise NunnCRD 6966408 · Houston, TX
  IA RegisteredRegistration inactive
• Chadderdon Ward O'brienCRD 5626208 · Morristown, NJ
  IA Registered
• Meghan Shay O'donnellCRD 4345263 · Denver, CO
  IA Registered
• Meagan Elizabeth O'shaughnessyCRD 5938600 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Graydon Douglas OliverCRD 5809005 · Houston, TX
  IA RegisteredRegistration inactive
• Brian Douglas OrtonCRD 2465566 · Seattle, WA
  IA Registered
  Disclosure event(s) on record
• Katharine Emory OsborneCRD 4805716 · Charlotte, NC
  IA RegisteredRegistration inactive
• Scott Adair OswaldCRD 4344161 · Bellevue, WA
  IA Registered
• Matthew OgusCRD 7212213 · Morristown, NJ
  IA Registered
• Corey OrthengrenCRD 8189112 · Dallas, TX
  IA Registered
• Elise OrtonCRD 7773652 · Newport Beach, CA
  IA Registered
• Michael John PappachristouCRD 6123379 · New York, NY
  IA Registered
• Jeff Knox ParkerCRD 6460907 · Bellevue, WA
  IA Registered
• Scott Gowell PattenCRD 2203956 · Westport, CT
  IA Registered
• Frank Domenic PellicoriCRD 4233111 · Chicago, IL
  IA RegisteredRegistration inactive
• Jason T. PercyCRD 5890361 · Tulsa, OK
  IA RegisteredRegistration inactive
• Brett Ryan PernicanoCRD 4997061 · San Diego, CA
  IA Registered
• John Michael PetersCRD 5666835 · San Diego, CA
  IA Registered
• Jon Richard PetersonCRD 7461630 · Charlotte, NC
  IA Registered
• Michael Randall PhelpsCRD 4710273 · Newport Beach, CA
  IA Registered
• Emme Elizabeth PhillipsCRD 7826015 · San Diego, CA
  IA RegisteredRegistration inactive
• Dana Lynn PingenotCRD 2827515 · Dallas, TX
  IA Registered
• Catherine Ann PittsCRD 6501632 · Menlo Park, CA
  IA Registered
• Kenneth Warren PoeCRD 4821463 · Charlotte, NC
  IA Registered
• Thomas Carlton PresleyCRD 6166256 · Atlanta, GA
  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.