AdFi
C

Corient

SEC Registered
Assets Under Management
$25B+
Office Locations
26 offices
Total Accounts
113752

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsOther Investment AdvisersInsurance CompaniesCorporationsOther

Leadership

Larry Triston Nakamura
CHIEF COMPLIANCE OFFICER
Ci Private Wealth Us Llc
OWNER
Llc Ci Private Wealth Holdings
OWNER
Llc Ci Us
OWNER
Inc Ci Us Holdings
OWNER
Ci Financial Corp
OWNER
Amit Muni
EVP, CHIEF FINANCIAL OFFICER
Scott William Akins
SVP, GENERAL COUNSEL
Jaime Emerson Ross
EXECUTIVE VICE PRESIDENT

Office locations

26 offices in 15 states
FL
MiamiHQ
WA
Seattle
IL
Chicago
OH
Shaker Heights
CA
Menlo Park
PA
Wayne
CA
San Diego
NJ
Morristown
GA
Atlanta
OH
Columbus
CA
Newport Beach
TX
Houston
WA
Seattle
TX
San Antonio
TX
Houston
IN
Indianapolis
FL
St. Petersburg
MA
Boston
MI
Birmingham
TX
Dallas
NC
Charlotte
NY
New York
IL
Itasca
FL
Weston
CO
Denver
FL
Fort Lauderdale

Advisors at this firm

Showing 100 of 599

George W Saltonstall
Investment Adviser Representative
Investment Adviser Representative
David H Glen
Financial Professional
Randall Dean Clark
Investment Adviser Representative
Investment Adviser Representative
Christopher Alden Copps
Investment Adviser Representative
Investment Adviser Representative
Christopher John Burke
Investment Adviser Representative
Investment Adviser Representative
Thomas David Cordovano
Investment Adviser Representative
Investment Adviser Representative
Charles Edward Thoele
Investment Adviser Representative
Investment Adviser Representative
Richard Wells Hagner
Investment Adviser Representative
Investment Adviser Representative
Scot Laurence Hunter
Investment Adviser Representative
Investment Adviser Representative
John Glenn Macri
Investment Adviser Representative
Investment Adviser Representative
Robert H. Bortnick
Investment Adviser Representative
Investment Adviser Representative
Kenneth Mark McClanahan
Investment Adviser Representative
Investment Adviser Representative
Eric Scott Bodner
Investment Adviser Representative
Investment Adviser Representative
David Michael Harris
Investment Adviser Representative
Investment Adviser Representative
David Michael Spungen
Investment Adviser Representative
Investment Adviser Representative
Gary John Marcinick
Investment Adviser Representative
Investment Adviser Representative
Mark Charles Griege
Investment Adviser Representative
Investment Adviser Representative
Robert Stephen Kaspar
Investment Adviser Representative
Investment Adviser Representative
Stephen Paul Lack
Investment Adviser Representative
Investment Adviser Representative
Michael Newman Mattise
Investment Adviser Representative
Investment Adviser Representative
Timothy Michael Weber
Investment Adviser Representative
Investment Adviser Representative
John Leo Kauth III
Investment Adviser Representative
Investment Adviser Representative
Bruce Allen Wimberly
Investment Adviser Representative
Investment Adviser Representative
Keith David Stoloff
Investment Adviser Representative
Investment Adviser Representative
Eric Gerhard Shisler
Investment Adviser Representative
Investment Adviser Representative
James R Sonneborn
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Lawrence Slepian
Investment Adviser Representative
Investment Adviser Representative
John Maurice Hennessy
Investment Adviser Representative
Investment Adviser Representative
Charles Alfred Bryant
Investment Adviser Representative
Investment Adviser Representative
Isidoro Korngold
Investment Adviser Representative
Investment Adviser Representative
Michael David Wik
Investment Adviser Representative
Investment Adviser Representative
William McComas Byron
Investment Adviser Representative
Investment Adviser Representative
Michael James Shockley
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Robert Rode
Investment Adviser Representative
Investment Adviser Representative
Alexander Farnum Stimpson
Investment Adviser Representative
Investment Adviser Representative
Henry James Lartigue III
Investment Adviser Representative
Investment Adviser Representative
John Norman Roberts
Investment Adviser Representative
Investment Adviser Representative
Mary Patricia McKinley
Investment Adviser Representative
Investment Adviser Representative
Leonard F Dolan
Investment Adviser Representative
Investment Adviser Representative
Jeremy A Kisner
Investment Adviser Representative
Investment Adviser Representative
Justin B Whelan III
Investment Adviser Representative
Investment Adviser Representative
Duane Michael Hirsch
Investment Adviser Representative
Investment Adviser Representative
Shelli Pakebusch Bouillion
Investment Adviser Representative
Investment Adviser Representative
Christopher David Carter
Investment Adviser Representative
Investment Adviser Representative
George David Suarez
Investment Adviser Representative
Investment Adviser Representative
Keith Charles Goddard
Investment Adviser Representative
Investment Adviser Representative
Sandra Ruth Villiger
Investment Adviser Representative
Investment Adviser Representative
Scott Gowell Patten
Investment Adviser Representative
Investment Adviser Representative
Alfredo Larosa
Investment Adviser Representative
Investment Adviser Representative
Jamie Lynn Wilson
Investment Adviser Representative
Investment Adviser Representative
William Prescott Bush
Investment Adviser Representative
Investment Adviser Representative
Gregory James Simpson
Investment Adviser Representative
Investment Adviser Representative
Robert Clarke Quinn
Investment Adviser Representative
Investment Adviser Representative
Bradley Scott Priest
Investment Adviser Representative
Investment Adviser Representative
Christina Ann Bater
Investment Adviser Representative
Investment Adviser Representative
Matthew Lee Day
Investment Adviser Representative
Investment Adviser Representative
Brian Todd Shupe
Investment Adviser Representative
Investment Adviser Representative
Robert David Wedeking
Investment Adviser Representative
Investment Adviser Representative
Kevin George McCandlish
Investment Adviser Representative
Investment Adviser Representative
David C. McCabe
Investment Adviser Representative
Investment Adviser Representative
David John Shaughnessy
Investment Adviser Representative
Investment Adviser Representative
Joseph Patrick Strecker
Investment Adviser Representative
Investment Adviser Representative
Robert Harry Bluestein
Investment Adviser Representative
Investment Adviser Representative
Christopher Allen Messick
Investment Adviser Representative
Investment Adviser Representative
Noah Joseph Petrucci
Investment Adviser Representative
Investment Adviser Representative
Gregg S Konopaske
Investment Adviser Representative
Investment Adviser Representative
Glenn Tammen Rippey
Investment Adviser Representative
Investment Adviser Representative
Brian Douglas Orton
Investment Adviser Representative
Investment Adviser Representative
John Sebastian Paolella
Investment Adviser Representative
Investment Adviser Representative
Kenneth Marck Korngold
Investment Adviser Representative
Investment Adviser Representative
Daniel John Sobol
Investment Adviser Representative
Investment Adviser Representative
Craige Marcello Bertero
Investment Adviser Representative
Investment Adviser Representative
Joseph Berkson Glossberg
Investment Adviser Representative
Investment Adviser Representative
James Spottswood Tardy Jr
Investment Adviser Representative
Investment Adviser Representative
Edwin Wells Beck
Investment Adviser Representative
Investment Adviser Representative
Charles Samuel Gofen
Investment Adviser Representative
Investment Adviser Representative
Peter Behr Kupferberg
Investment Adviser Representative
Investment Adviser Representative
Keith William Minogue
Investment Adviser Representative
Investment Adviser Representative
James Gordon Borovsky
Investment Adviser Representative
Investment Adviser Representative
Adam Jonathan Sheer
Investment Adviser Representative
Investment Adviser Representative
Mark Hermann Renz
Investment Adviser Representative
Investment Adviser Representative
Terence Conway Sullivan
Investment Adviser Representative
Investment Adviser Representative
Steven Soranno
Investment Adviser Representative
Investment Adviser Representative
Alfred Slatten Bryant Jr
Investment Adviser Representative
Investment Adviser Representative
Barbara Christina Bilello
Investment Adviser Representative
Investment Adviser Representative
Heather Lea Locus
Investment Adviser Representative
Investment Adviser Representative
Howard Hearn Lutz
Investment Adviser Representative
Investment Adviser Representative
Samuel D Frankfort
Investment Adviser Representative
Investment Adviser Representative
Troy Collins Wingfield
Investment Adviser Representative
Investment Adviser Representative
Daniel Paul Damond
Investment Adviser Representative
Investment Adviser Representative
Brian D Moore
Investment Adviser Representative
Investment Adviser Representative
Matthew Brian Ulsas
Investment Adviser Representative
Investment Adviser Representative
Dana Lynn Pingenot
Investment Adviser Representative
Investment Adviser Representative
James William Reilly
Investment Adviser Representative
Investment Adviser Representative
Gregory Thomas Bone
Investment Adviser Representative
Investment Adviser Representative
Randal Ian Goldstein
Investment Adviser Representative
Investment Adviser Representative
Peder Andrew Schmitz
Investment Adviser Representative
Investment Adviser Representative
Kevin Sean Berry
Investment Adviser Representative
Investment Adviser Representative
Shaun Michael Miller
Investment Adviser Representative
Investment Adviser Representative
Adam H Katz
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#319448
SEC Number
801-124978
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Other
Minimum: $250,000 (waivable)

Data as of August 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corient has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Corient in Miami, FL - Fees, Services & Advisors