Corient
TL;DR
Corient Private Wealth LP is a Miami-based adviser established in 2022 that provides wealth management and planning to individuals, trusts, and entities, with about $165 billion in regulatory AUM.
$165 billion
Regulatory AUM
As of ADV filing 2026-08-21
113,752
Accounts / Clients
25,963 clients
2
Disclosures
Item 11 events
SEC
Registration
SEC-registered
1537
Team Size
employees, 620 advisory
4 yrs
Years Registered
First registered 2022
About Corient
Corient Private Wealth LP is a Miami-based adviser established in 2022 that provides wealth management and planning to individuals, trusts, and entities, with about $165 billion in regulatory AUM.
Office: 830 Brickell Plaza, Suite 4800, Miami, FL.
Best for: Families wanting a national multi-office platform with trust services and flexible account minimums
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD319448
RegistrationSEC-registered
First registration2022
Regulatory AUM$165 billion
ADV filing date2026-08-21
Accounts113,752
Clients25,963 individual and high-net-worth clients
Employees1537
Advisory employees620
Fee modelPercentage-of-assets advisory fees up to 1.00%; fee-only status not stated
MinimumNo strict minimum; strategy minimums range from $250,000 to $5 million (ADV 2A)
Disclosure events (Item 11)Item 11 flags set on Part 1 but Item 9 of the brochure reports no disciplinary events
DesignationsNone named in ADV 2A; team pages not reviewed
Source: SEC Investment Adviser Public Disclosure, CRD 319448, as of ADV filing 2026-08-21, pulled October 10, 2026.
Ranked on ProCloser
- Top 6 Wealth Managers in Miami, FL (2026): rank 6 of 6
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.