Corient
Registered investment advisor · Miami, Illinois · CRD #319448
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Corient
Corient is a leading national wealth advisory platform and one of the largest integrated fee-only Registered Investment Advisors (RIAs) in the United States. Operating under CI Financial Corp., a global wealth management firm based in Canada, Corient emphasizes a client-oriented approach. With a team of over 200 experienced wealth advisors, the firm manages approximately $171 billion in client assets, focusing on a fiduciary model that prioritizes clients' needs and fosters professional collabor
Fee Structure
Frequently Asked Questions
What is Corient's AUM?
Corient reports approximately $165.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Corient headquartered?
Corient is headquartered in Miami, Illinois.
What is Corient's CRD number?
Corient's CRD number is 319448. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Corient manage?
Corient manages approximately 113,752 client accounts according to its latest SEC filing.
Is Corient SEC registered?
Yes, Corient is registered with the SEC as an investment adviser with an approved registration status.
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