SEC-registered independent wealth management RIA
Corient
As of its Form ADV filed August 21, 2026, Corient, an SEC-registered independent wealth management RIA in Miami, Florida, reported $165.3 billion in regulatory assets under management across 113,752 accounts, ranking #1 among independent RIAs in Florida by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 319448
- SEC file number
- 801-124978
- Registered since
- May 12, 2022
- Latest Form ADV filing
- August 21, 2026
- Legal name
- CORIENT PRIVATE WEALTH LP
- Organized as
- Limited Partnership
- Fiscal year ends
- December
- Other offices
- 36
Key figures
- Regulatory assets under management
- $165.3 billion
- Discretionary
- $148.0 billion (89.6%)
- Non-discretionary
- $17.2 billion
- Accounts
- 113,752 (104,460 discretionary)
- Clients
- 27,092, approximate as reported
- Employees
- 1,537
- Advisory staff
- 620 performing investment advisory functions
- Average account
- $1.5 million
- Asset growth, 1 year
- 15.1% (from $143.6 billion a year earlier)
- Asset growth, 3-year annual rate
- 20.4% (from $94.6 billion three years earlier)
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 5.5% (from 25,673)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Florida | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #7 | #1 | $165.3 billion |
| Fastest-growing independent RIAs over one year | #3,673 | #255 | 15.1%from $143.6 billion |
| Fastest-growing independent RIAs over three years | #1,538 | #105 | 20.4%from $94.6 billion |
| Independent RIAs with the biggest asset gains over one year | #13 | #1 | $21.6 billion |
| Independent RIAs with the most clients | #37 | #2 | 27,092 |
| Independent RIAs with the fastest client growth over one year | #2,487 | #172 | 5.5%from 25,673 |
| Independent RIAs with the most accounts | #19 | #1 | 113,752 |
| Independent RIAs with the most advisory staff | #10 | #1 | 620 |
| Independent RIAs with the most high net worth clients | #10 | #1 | 19,571 |
| Independent RIAs with the most CFP professionals | #8 | #1 | 280 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2022 | $5.6 billion |
| October 5, 2023 | $94.6 billion |
| October 1, 2024 | $118.2 billion |
| September 2, 2025 | $143.6 billion |
| October 2, 2026 | $165.3 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 19,571 clients | $155.0 billion | |
| Charitable organizations 311 clients | $3.5 billion | |
| Individuals (other than high net worth) 6,392 clients | $2.7 billion | |
| Corporations or other businesses 164 clients | $2.2 billion | |
| Pension and profit sharing plans 97 clients | $1.2 billion | |
| Other 36 clients | $284.6 million | |
| Other investment advisers fewer than 5 clients | $244.8 million | |
| Insurance companies fewer than 5 clients | $86.0 million | |
| Investment companies 7 clients | $73.8 million | |
| Banking or thrift institutions fewer than 5 clients | $1.0 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars or workshops
Financial planning clients (Item 5.H): 16000.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Commodity pool operator or commodity trading advisor
- Trust company
- Accountant or accounting firm
- Lawyer or law firm
- Insurance company or agency
- Sponsor or syndicator of limited partnerships
- Sponsor, general partner or managing member of pooled investment vehicles
Custody (Item 9)
The firm reported custody of client cash or securities, $80.5 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 669
- Also registered through a broker-dealer
- 1
- Employees who are IARs (Form ADV 5.B(3))
- 494
Designations held by the firm's IARs: CFP 280, CFA 111, ChFC 9, PFS 3, CIC 1.
Between 91 and 322 of the firm's 669 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 2 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| We Family Offices | Coral Gables | $17.8 billion |
| Concurrent Investment Advisors, LLC | Tampa | $15.7 billion |
| CV Advisors LLC | Aventura | $15.1 billion |
| Facet | West Palm Beach | $7.6 billion |
| Dakota Wealth, LLC | Palm Beach Gardens | $6.9 billion |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Corient on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.corient.com
- Independent RIAs in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.