SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Corient
Miami, FL
Corient Private Wealth LP, CRD 319448
Firm filing updated August 21, 2026 ·
- $165.3BAssets
- 620Advisory staff
- 113,752Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals19,571
- Individuals6,392
- Charities311
- Corporations or other businesses164
- Pension and profit sharing plans97
- and 1 more7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6,392 | $2.7 billion |
| High net worth individuals | 19,571 | $155.0 billion |
| Banking or thrift institutions | Fewer than 5 clients | $1.0 million |
| Investment companies | 7 | $73.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 97 | $1.2 billion |
| Charitable organizations | 311 | $3.5 billion |
| Other investment advisors | Fewer than 5 clients | $244.8 million |
| Insurance companies | Fewer than 5 clients | $86.0 million |
| Corporations or other businesses not listed above | 164 | $2.2 billion |
| Other: "OTHER TRUSTS AND PPLI" | 36 | $284.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 8 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$165.3 billion
- Accounts113,752
- Discretionary$148.0 billion · 104,460 accounts
- Non-discretionary$17.2 billion · 9,292 accounts
People
- Employees1,537
- Advisory staff620
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients16,000
Advisors
421 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Corient Private Wealth LP SEC-registered investment advisor. CRD 319448, SEC file 801-124978.
- Registered with the SEC as an investment advisor (status date on record: May 12, 2022).
Is Corient a fiduciary?
Short answer: Corient is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.