firm profile
Corient
Overview
Corient is an SEC registered investment adviser based in Miami, FL, registered since 2022. It reports $165B in assets under management across 113,752 accounts, with 1,537 employees. It has 651 investment adviser representatives.
- Reported AUM
- $165B
- Discretionary
- 90%
- Accounts
- 113,752
- Average account
- $1.5M
- Employees
- 1,537
- Advisory reps
- 651
- Registered since
- 2022
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 10
- Kurt Macalpine Chief Executive Officer CRD 4966757
- Francisco Tobias Marin Chief Financial Officer CRD 5148063
- Julie Lynn Silcox Executive Vice President, Chief Marketing Officer CRD 7734729
7 more executive officers, with direct contact details
Advisory reps 3 of 651
- Adem Abate Investment Adviser Rep CRD 7118520
- Matthew Ross Adams Investment Adviser Rep CRD 6000557
- Nichole Hurst Adams Insurance Agent · Investment Adviser Rep CRD 7808078
648 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 830 Brickell Plz Ste 4800
Miami, FL 33131 - County
- Miami-Dade
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: corient.com
Every state, with registration dates
Similar firms near Miami
- Citadel Advisors LLCMiami, FL$571B AUM
- Oc Investment Management LPMiami, FL$75.9B AUM
- H.I.G. Capital, LLCMiami, FL$72.3B AUM
- I Squared Capital Advisors (US) LLCMiami, FL$60.1B AUM
- Cifc Asset Management LLCMiami, FL$44.6B AUM
request a demo
See what we have on Corient
We'll walk you through the full profile and how to find more firms like this one.