Assets Under Management

$143.6B

Number of Clients

25,061

Number of Advisors

520

Average Client AUM

$5.7M

AUM per Advisor

$276.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Corient offers tailored investment management services, considering individual client needs through in-depth discussions and financial planning. They manage accounts on a discretionary and non-discretionary basis. They also provide non-managed advisory services for a fixed fee or hourly rate. Corient offers traditional and alternative investment strategies.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

830 Brickell Plaza, Suite 4800, Miami, FL, 33131

520 Advisors at this firm

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