Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors
Every SEC-registered investment adviser representative at Corient, by the state and city of the office they work from.
639 registered advisors work at Corient, in 28 states and 68 cities; the most are in New York, NY (58). 0 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most Corient advisors
New York, NY 58Chicago, IL 57Dallas, TX 49Houston, TX 38San Diego, CA 29Boston, MA 28Morristown, NJ 27Seattle, WA 27San Francisco, CA 22Columbus, OH 21Itasca, IL 19Newport Beach, CA 17Wayne, PA 17Atlanta, GA 15Menlo Park, CA 15Tulsa, OK 15Charlotte, NC 13Portland, ME 13St. Petersburg, FL 13San Antonio, TX 11Denver, CO 10Franklin, TN 9Bellevue, WA 8Birmingham, MI 8Indianapolis, IN 6Miami, FL 6Shaker Heights, OH 6Weston, FL 5Frisco, TX 4Garden City, NY 4
Corient advisors by state
Corient in California 85
San Diego 29San Francisco 22Newport Beach 17Menlo Park 15Los Angeles 1San Deigo 1
Questions
How many financial advisors does Corient have?
639 investment adviser representatives are registered with Corient, according to the SEC's Investment Adviser Public Disclosure records, in 28 states and 68 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Corient have the most advisors?
New York, NY, with 58 registered advisors, then Chicago, IL (57). By state, Texas has the most, with 105.
How do I find a Corient financial advisor near me?
Pick your state below, then your city, to see every Corient advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Corient offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →