A registered investment advisory firm based in Miami, Florida, with about 36 offices. It manages about $165 billion for roughly 25,963 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Other fees
Typical client size ?$6.07 million
Assets under management ?$165 billion
Individual clients25,963
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
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Also known as
Balasa Dinverno & Foltz · Windsor Wealth Mangment · RGT Wealth Advisors · Regentatlantic · R.h. Bluestein & CO · Portola Partners Group · Portola Partners · Ntercontinental Wealth Advisors · McCutchen Wealth Management · McCutchen Group · Matrix Capital Advisors · Gofen and Glossberg
About Corient
How do I contact Corient?
Call the main office at (305) 735-2020. The main office is at 830 Brickell Plaza Suite 4800, Miami, FL 33131.
How is Corient paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Corient offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Market timing, Educational seminars and workshops.
How many advisors work at Corient?
We list 653 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.