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RIA comparison · SEC Form ADV

Focus Partners Wealth, LLC vs Corient

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Focus Partners Wealth, LLC is the larger of the two, with $182B in regulatory assets to $165B at Corient, 10% more than its rival, by their latest Form ADV filings. Focus Partners Wealth, LLC reports more individual clients (61,002 vs 25,963), while Corient’s clients hold more on average (about $6.1 million each against $2.6 million). Focus Partners Wealth, LLC is based in St. Louis, Missouri and Corient in Miami, Florida.

FigureFocus Partners Wealth, LLCCorient
Regulatory AUM$182B$165B
National rank#7#8
HeadquartersSt. Louis, MissouriMiami, Florida
Individual clients61,00225,963
High-net-worth clients30,17719,571
Average client assets$2.6 million$6.1 million
Accounts220,585113,752
Discretionary82% of AUM90% of AUM
Employees1,9151,537
Advisory staff1,025620
Clients per advisory employee6042
Offices11337
Form ADV filed2026-09-292026-08-21

Focus Partners Wealth, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees
  • Other

Corient

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Market timing
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Questions

Which is bigger, Focus Partners Wealth, LLC or Corient?

Focus Partners Wealth, LLC, with $182B in regulatory assets under management against $165B at Corient. Nationally they rank #7 and #8 among 5,657 independent wealth management RIAs.

How many clients do Focus Partners Wealth, LLC and Corient have?

Focus Partners Wealth, LLC reports 61,002 individual clients (30,177 high-net-worth) with 1,025 advisory employees; Corient reports 25,963 (19,571 high-net-worth) with 620 advisory employees.

How do Focus Partners Wealth, LLC and Corient charge clients?

Only Focus Partners Wealth, LLC lists performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Focus Partners Wealth, LLC and Corient offer?

Focus Partners Wealth, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; other services, which Corient does not. Corient lists market timing, which Focus Partners Wealth, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers; periodicals or newsletters; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Focus Partners Wealth, LLC ↗, Corient ↗. How to check a financial advisor →