CORIENT

830 Brickell Plaza
Suite 4800
Miami, Florida 33131
Tel: (305) 735-2020

About CORIENT

CORIENT, formally registered with the SEC as CORIENT. The firm was established in 05/12/2022. They have over 40 offices throughout the country.

CORIENT is a Miami, Florida based Financial Planning firm with nearly $118,191,936,095 assets under management, offering retirement planning & investment advisory services to 97020 clients. The firm is staffed with 845 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319448
SEC#	801-124978
Assets Managed by Firm	$118,191,936,095
No. of Clients	97020
No. of Advisors	845

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (% OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Security ratings or pricing services
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	97020	$118,191,936,095
Individuals (other than high net worth individuals)	10581	$7,691,371,723
High net worth individuals	16961	$98,156,444,633
Pension and profit sharing plans	351	$1,516,209,837
Charitable organizations	651	$4,606,511,915
Other investment advisers	7	$238,541,203
Corporations or other businesses	715	$4,185,910,853

More Retirement Planning firms in Miami, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578

Explore More Retirement Advisors in Miami, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.