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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in California

Every SEC-registered investment adviser representative at a Corient office in California, by city and A to Z.

85 registered advisors work at Corient in California, out of 639 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (29). 31 list the CFP designation and 0 are also registered broker representatives.

Corient advisors by city in California

Every firm in California →

San Diego 29San Francisco 22Newport Beach 17Menlo Park 15Los Angeles 1San Deigo 1

Corient advisors in California, A to Z

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Corient advisors in every state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →

Corient in other states

Texas 105Illinois 77New York 62Florida 42Washington 35Ohio 30Massachusetts 28New Jersey 28Pennsylvania 24Georgia 15Maine 15Oklahoma 15Indiana 13North Carolina 13Tennessee 13Colorado 10Michigan 8Utah 4Arkansas 3Arizona 3Connecticut 3

Questions

How many Corient financial advisors are in California?

85 investment adviser representatives are registered at Corient offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 31 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Corient have the most advisors?

San Diego, with 29, then San Francisco (22). Corient has advisors in 6 cities in California.

How do I check a Corient advisor in California?

Each advisor below 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. Advisors are listed at the city of the Corient office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.