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 9 of 9

• Linsey Nicole WinklerCRD 7008547 · Mount Pleasant, SC
  IA Registered
• Lauren E. WaldoCRD 7356880 · New York, NY
  IA Registered
• Matthew John WardCRD 7881040 · Birmingham, MI
  IA Registered
• James Thomas Drennan WestonCRD 7578610 · Houston, TX
  IA RegisteredRegistration inactive
• Alexandra WeyrauchCRD 7913255 · New York, NY
  IA Registered
• Bruce Allen WimberlyCRD 1698880 · Boston, MA
  IA Registered
• Conrad WrightCRD 8022937 · San Francisco, CA
  IA Registered
• Boris D YuCRD 6073076 · New York, NY
  IA RegisteredRegistration inactive
• Mark Alan ZiehrCRD 3151151 · Chicago, IL
  IA RegisteredRegistration inactive
• Ilya Michael ZlotnikCRD 5212927 · Chicago, IL
  IA Registered
• Joseph Albert ZuccaroCRD 5947068 · Birmingham, MI
  IA Registered
• Danning ZhaoCRD 7622056 · Menlo Park, CA
  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.