Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Indiana
Every SEC-registered investment adviser representative at a Corient office in Indiana, by city and A to Z.
13 registered advisors work at Corient in Indiana, out of 639 nationwide; it's the firm's number 14 state by advisors, and the most are in Indianapolis (6). 6 list the CFP designation and 0 are also registered broker representatives.
Corient advisors by city in Indiana
Every firm in Indiana →Indianapolis 6Carmel 3Fishers 1New Palestine 1Noblesville 1Westfield 1
Corient advisors in Indiana, A to Z
Search by name →- Thomas A. BarrettIndianapolis
- Randall D. ClarkCarmel · Certified Financial Planner
- Bret J. HorsfieldNoblesville · Certified Financial Planner
- Robert S. KasparIndianapolis
- Kyle KerkhoffIndianapolis · Certified Financial Planner
- James M. LeachCarmel · Chartered Financial Analyst
- Andrew J. SchulerIndianapolis
- Michael C. ShivelyIndianapolis
- Brian T. ShupeCarmel · Chartered Financial Analyst
- Ryan SperryIndianapolis
- Matthew B. UlsasWestfield · Certified Financial Planner
- Sandra R. VilligerNew Palestine · Certified Financial Planner
- Mark A. WittlederFishers · Certified Financial Planner
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 105California 85Illinois 77New York 62Florida 42Washington 35Ohio 30Massachusetts 28New Jersey 28Pennsylvania 24Georgia 15Maine 15Oklahoma 15North Carolina 13Tennessee 13Colorado 10Michigan 8Utah 4Arkansas 3Arizona 3Connecticut 3
Questions
How many Corient financial advisors are in Indiana?
13 investment adviser representatives are registered at Corient offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Corient have the most advisors?
Indianapolis, with 6, then Carmel (3). Corient has advisors in 6 cities in Indiana.
How do I check a Corient advisor in Indiana?
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.