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 8 of 9

• Eileen Marie StevensCRD 6204449 · New York, NY
  IA Registered
• Isaiah Stephen StidhamCRD 6484197 · Columbus, OH
  IA Registered
• Keith David StoloffCRD 1740846 · Weston, FL
  IA Registered
  Disclosure event(s) on record
• Michael Nowlan StraussCRD 6094251 · San Diego, CA
  IA RegisteredRegistration inactive
• Joseph Patrick StreckerCRD 2394990 · Seattle, WA
  IA Registered
• George David SuarezCRD 2148953 · Weston, FL
  IA Registered
• April Michelle SullivanCRD 4154653 · Menlo Park, CA
  IA RegisteredRegistration inactive
• Brian Robert SullivanCRD 6979569 · New York, NY
  IA RegisteredRegistration inactive
• Terence Conway SullivanCRD 2642168 · Shaker Heights, OH
  IA Registered
• Zachary A SandovalCRD 7726513 · Chicago, IL
  IA RegisteredRegistration inactive
• Alexa SchmidtCRD 6826206 · San Francisco, CA
  IA RegisteredRegistration inactive
• Francesco J ScorsoneCRD 6474024 · Morristown, NJ
  IA RegisteredRegistration inactive
• Drew Michael SerresCRD 7418345 · Seattle, WA
  IA RegisteredRegistration inactive
• Michael Chandler ShivelyCRD 7073510 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Jacob Robert SiadekCRD 8281652 · Dallas, TX
  IA Registered
• Jordan Alexander SiebenCRD 6943029 · Dallas, TX
  IA RegisteredRegistration inactive
• Jared Walker SinkCRD 7366961 · Dallas, TX
  IA RegisteredRegistration inactive
• Eric A SmithCRD 7263147 · Charlotte, NC
  IA Registered
• Steven George SmithCRD 7423686 · New York, NY
  IA Registered
• Garrett StephensCRD 8218405 · Newport Beach, CA
  IA Registered
• Andrew Jay SternbergCRD 7129994 · Chicago, IL
  IA Registered
• Jason Scott SternbergCRD 8302205 · Chicago, IL
  IA Registered
• Christopher SullivanCRD 8224288 · Chicago, IL
  IA Registered
• James Spottswood TardyCRD 2530322 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Craig James Isamu TasaCRD 5127234 · Seattle, WA
  IA RegisteredRegistration inactive
• Christopher Jon TaylorCRD 4367955 · Bellevue, WA
  IA Registered
• Neil Anthony TeubelCRD 5843280 · Phoenix, AZ
  IA Registered
• Ludovic Pierre ThomassonCRD 4923376 · San Francisco, CA
  IA Registered
• Madison Des Raj TanejaCRD 7542678 · New York, NY
  IA Registered
• Alex Martin TaylorCRD 6050539 · Dallas, TX
  IA RegisteredRegistration inactive
• William Cole TaylorCRD 8020524 · San Diego, CA
  IA Registered
• Lauren Elizabeth ThompsonCRD 7809136 · Seattle, WA
  IA Registered
• Alexander Robert TrueCRD 7853708 · Chicago, IL
  IA Registered
• Zachary David TurmanCRD 7633157 · Houston, TX
  IA RegisteredRegistration inactive
• Darin Glen TuttleCRD 6367439 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Matthew Robert UllmerCRD 5606647 · Columbus, OH
  IA Registered
• Benjamin Harold UhingCRD 6830841 · New York, NY
  IA RegisteredRegistration inactive
• Amanda Schiavone ValentiCRD 5416419 · Atlanta, GA
  IA Registered
• William Carroll VaughanCRD 6794669 · Morristown, NJ
  IA Registered
• Jasmyn Bettina VickeryCRD 7156663 · Chicago, IL
  IA RegisteredRegistration inactive
• Abigail Von SchlegellCRD 8168223 · Newport Beach, CA
  IA Registered
• William James WalshCRD 7703090 · San Diego, CA
  IA Registered
• Robert David WedekingCRD 2370316 · New York, NY
  IA Registered
• Melissa Lauren WeiszCRD 6049078 · Morristown, NJ
  IA Registered
• Raymond Mark WernigCRD 6758874 · San Diego, CA
  IA Registered
• Jordan M WessellCRD 6881365 · Denver, CO
  IA RegisteredRegistration inactive
• Justin B WhelanCRD 2053714 · St. Petersburg, FL
  IA Registered
  Disclosure event(s) on record
• Brett Alan WilliamsCRD 4852665 · Houston, TX
  IA RegisteredRegistration inactive
• Jamie Lynn WilsonCRD 2239278 · Tulsa, OK
  IA RegisteredRegistration inactive
• Joseph Brennan WinklerCRD 4355146 · Bellevue, WA
  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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.