CORIENT

2 S Biscayne Blvd
Suite 3200
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 33 offices throughout the country.

CORIENT is a Miami, Florida based Financial Planning firm with nearly $94,617,046,882 assets under management, offering retirement planning & investment advisory services to 79738 clients. The firm is staffed with 825 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319448
SEC#	801-124978
Assets Managed by Firm	$94,617,046,882
No. of Clients	79738
No. of Advisors	825

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	79738	$94,617,046,882
Individuals (other than high net worth individuals)	10363	$5,373,964,749
High net worth individuals	12870	$79,242,421,738
Pension and profit sharing plans	635	$2,019,632,186
Charitable organizations	504	$3,366,942,442
Other investment advisers	9	$477,118,330
Corporations or other businesses	649	$3,094,909,357

Inquire with CORIENT

More Retirement Planning firms in Miami, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$339,079,412,155	26	2823
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$306,121,310,120	950978	11789
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$245,249,234,083	932793	6517
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$93,207,362,818	36	535
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$91,220,415,301	151	284

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