# Corient

> Corient is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 319448
- Filed as: CORIENT
- Legal name: Corient Private Wealth LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319448
- AdvisorCensus page: https://advisorcensus.com/firm/corient-miami-fl-319448

## Quick answers

**How is Corient compensated?**
On its Form ADV (Item 5.E, October 2026), Corient reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Corient located?**
Corient's principal office is in Miami, FL, according to its Form ADV; the September 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Corient registered with the SEC or a state?**
Corient is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319448.

**How much does Corient manage?**
Corient reports $165,252,436,553 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (90% discretionary).

**How have Corient's assets and staff changed since 2022?**
In the Form ADV data for Corient: Regulatory assets under management: $5,622,056,450 in the October 2022 data and $165,252,436,553 in the October 2026 data, up 2839%. Total employees: 60 in October 2022 and 1,537 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Corient serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19,571); individuals (other than high net worth individuals) (6,392); charitable organizations (311).

**Which custodians does Corient use?**
Corient's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Corient report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319448

**What changed in Corient's recent Form ADV filings?**
In the September 2026 filing data: Changed its office addresses in Seattle, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $165,252,436,553
- Discretionary: $148,003,059,263
- Non-discretionary: $17,249,377,290

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,392 | $2,672,850,510 |
| High net worth individuals | 19,571 | $155,025,336,759 |
| Banking or thrift institutions | 1 | $1,020,232 |
| Investment companies | 7 | $73,787,105 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 97 | $1,157,490,712 |
| Charitable organizations | 311 | $3,517,310,769 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 4 | $244,845,218 |
| Insurance companies | 3 | $86,012,027 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 164 | $2,189,196,521 |
| Other | 36 | $284,586,700 |

### Advisory services (Item 5.G)
- 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 advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1,537 total, 620 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319448

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Atlanta, GA
- Bellevue, WA
- Birmingham, MI
- Boston, MA
- Charlotte, NC
- Chicago, IL
- Columbus, OH
- Dallas, TX
- Denver, CO
- Houston, TX
- Indianapolis, IN
- Itasca, IL
- Menlo Park, CA
- Miami, FL
- Morristown, NJ
- New York, NY
- Newport Beach, CA
- San Antonio, TX
- San Diego, CA
- Seattle, WA
- Shaker Heights, OH
- St. Petersburg, FL
- Wayne, PA
- Weston, FL

### Websites listed on Form ADV (Item 1.I)
- corient.com
- Facebook @CorientPrivateWealth
- LinkedIn @corientprivatewealth
- YouTube @CorientPrivateWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $5,622,056,450 | 60 | September 7, 2022 |
| October 2023 | $94,617,046,882 | 825 | August 10, 2023 |
| October 2024 | $118,191,936,095 | 845 | July 31, 2024 |
| October 2025 | $143,628,532,902 | 1,181 | March 31, 2025 |
| October 2026 | $165,252,436,553 | 1,537 | August 21, 2026 |

Regulatory assets under management: $5,622,056,450 in the October 2022 data and $165,252,436,553 in the October 2026 data, up 2839%.
Total employees: 60 in October 2022 and 1,537 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Changed its office addresses in Seattle, WA.

### August 2026
- Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.E(2)).
- Changed its legal name from Corient Private Wealth LLC to Corient Private Wealth LP.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $143,628,532,902 to $165,252,436,553 (+15%).
- Added an office in Bellevue, WA.
- No longer lists an office in Charlotte, NC.
- No longer lists an office in Houston, TX.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.E(4)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corient (CRD 319448): Form ADV filing data as of October 2026.