Corient is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, IL. Its latest Form ADV filing, dated March 31, 2026, reports $165.3B in regulatory assets under management, 1,537 employees, 36 offices, and 113,752 accounts.
Assets Under Management
$165.3B
Employees
1,537
Offices
36 offices
Total Clients
26,586
Primary office
MIAMI, IL
830 BRICKELL PLAZA, SUITE 4800, MIAMI, IL, United States
Top client segmentHNWI represent 73.6% of total clients.
Top client categories% of clientsClients
1
HNWI
73.6%
19,571
2
Individuals
24.0%
6,392
3
Charitable
1.2%
311
4
Corporations
0.6%
164
5
Pension Plans
0.4%
97
Additional categories (<0.1%)
Investment Cos.7 clients
Other Advisers<5 clients
Insurance Cos.<5 clients
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165.3Bas of March 31, 2026
Discretionary89.6%
$148.0B
90% of total RAUM89.6%
Non-discretionary10.4%
$17.2B
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$165.3B
Total Accounts113,752
10Y AUM Change+$165.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,537
Clients per Employee17:1
10Y Employee Change+1,536 (+153600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.