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 7 of 9

• Michael John PrittsCRD 4713171 · Menlo Park, CA
  IA RegisteredRegistration inactive
• William David ProperCRD 4357984 · Shaker Heights, OH
  IA Registered
• Morgan Jewelene PruettCRD 6940719 · Chicago, IL
  IA RegisteredRegistration inactive
• John Sebastian PaolellaCRD 2475433 · Jupiter, FL
  IA Registered
• Bradyn David PapkeCRD 7261058 · Dallas, TX
  IA RegisteredRegistration inactive
• Samuel Dexter PerryCRD 360738 · Boston, MA
  IA RegisteredRegistration inactive
• Robert David PettitCRD 6976960 · Moristown, NJ
  IA RegisteredRegistration inactive
• Rose PflugCRD 7592275 · San Diego, CA
  IA RegisteredRegistration inactive
• Paula Tatiana PickelCRD 7831308 · New York, NY
  IA Registered
• Thomas William PowellCRD 6894132 · Boston, MA
  IA RegisteredRegistration inactive
• Nikita PraharajCRD 7406854 · Chicago, IL
  IA RegisteredRegistration inactive
• Brian Joseph QuinnCRD 4894412 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Clarke QuinnCRD 2283498 · Boston, MA
  IA Registered
• Christopher James RachfalCRD 6297523 · Dallas, TX
  IA Registered
• Evan William ReillyCRD 6467424 · Birmingham, MI
  IA RegisteredRegistration inactive
• James William ReillyCRD 2835630 · Morristown, NJ
  IA Registered
• Henry Paul RenardCRD 374064 · New York, NY
  IA Registered
• Mark Hermann RenzCRD 2606707 · Jupiter, FL
  IA Registered
  Disclosure event(s) on record
• Elizabeth Lawrence RevenkoCRD 6227988 · San Francisco, CA
  IA Registered
• Matthew Scott ReznikCRD 6053723 · Itasca, IL
  IA Registered
• Abigail M RosenCRD 5079807 · Morristown, NJ
  IA Registered
• Carl Michael RosenfeldCRD 4614086 · Wayne, PA
  IA Registered
• Frank Dominick RossettiCRD 4537049 · Westport, CT
  IA Registered
• Erik M RussellCRD 7283019 · Dallas, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kyle RadabaughCRD 6957612 · Columbus, OH
  IA Registered
• Kathryn Rose RiesbergCRD 7196534 · Wayne, PA
  IA Registered
• Jamie Lynne RizerCRD 6761923 · Columbus, OH
  IA Registered
• Riley Davis RobinsonCRD 8066485 · San Deigo, CA
  IA Registered
• Julie RomanCRD 7463841 · Chicago, IL
  IA Registered
• Adrian SanchoCRD 5514033 · New York, NY
  IA Registered
• Matthew Jordan SantosCRD 6969776 · New York, NY
  IA Registered
• Ryan Kenneth SchmidtCRD 4024403 · Menlo Park, CA
  IA Registered
• John David SchumanCRD 4520722 · Columbus, OH
  IA Registered
• Megan Ann SchwingerCRD 5805432 · New York, NY
  IA Registered
• Alberto Alejandro SegoviaCRD 4354904 · San Antonio, TX
  IA RegisteredRegistration inactive
• Louis Abraham ShaffCRD 5449638 · Plano, TX
  IA Registered
• Adam Jonathan SheerCRD 2605605 · Dallas, TX
  IA Registered
• Eric Gerhard ShislerCRD 1783814 · Columbus, OH
  IA Registered
• Michael James ShockleyCRD 1932325 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Brian Todd ShupeCRD 2353564 · Indianapolis, IN
  IA Registered
• Casey Zistel ShureCRD 5294509 · Wayne, PA
  IA Registered
• Gregory James SimpsonCRD 2281029 · Sewickley, PA
  IA Registered
• Jeffrey Lawrence SlepianCRD 1793249 · Naples, FL
  IA Registered
• Kenneth Arthur SmithCRD 3066862 · Birmingham, MI
  IA Registered
• David William SnyderCRD 4425806 · Chicago, IL
  IA Registered
• James R SonnebornCRD 1787158 · Morristown, NJ
  IA Registered
• Sandeep Narendir SooryaCRD 4576481 · Chicago, IL
  IA Registered
• David Michael SpungenCRD 1479623 · New York, NY
  IA Registered
• Sean Patrick Stannard-StocktonCRD 4390296 · San Francisco, CA
  IA Registered
• Michael Ronald SteinerCRD 4566478 · New York, NY
  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.