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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in Texas

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

105 registered advisors work at Corient in Texas, out of 639 nationwide; it's the firm's number 1 state by advisors, and the most are in Dallas (49). 37 list the CFP designation and 0 are also registered broker representatives.

Corient advisors by city in Texas

Every firm in Texas →

Dallas 49Houston 38San Antonio 11Frisco 4Austin 2Plano 1

Corient advisors in Texas, 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

California 85Illinois 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 Texas?

105 investment adviser representatives are registered at Corient offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 37 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Corient have the most advisors?

Dallas, with 49, then Houston (38). Corient has advisors in 6 cities in Texas.

How do I check a Corient advisor in Texas?

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.