CORIENT is a Miami, Florida based financial advisory firm with nearly $118,191,936,095 in assets under management and provides investment advisory services for 97020 clients. There are currently 845 financial advisors at the firm.
General Information |
| Firm CRD#: | 319448 | |
| SEC#: | 801-124978 | |
| Assets under Management: | $118,191,936,095 | |
| No. of Clients: | 97020 | |
| No. of Advisors: | 845 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Security ratings or pricing services, Market timing services, Education seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CAPITAL WEALTH PLANNING, LLC | 150764 | 801-70333 | 11690 | 32 | $11,419,152,238 |
| ARK INVEST | 169525 | 801-79081 | 408 | 48 | $15,177,263,144 |
| CIFC ASSET MANAGEMENT LLC | 159172 | 801-72883 | 129 | 209 | $38,038,508,799 |
| WE FAMILY OFFICES | 109869 | 801-60025 | 108 | 62 | $13,909,416,024 |
| RIALTO CAPITAL MANAGEMENT, LLC | 159998 | 801-74178 | 68 | 94 | $17,005,084,465 |
| SMARTX ADVISORY SOLUTIONS | 297680 | 801-113795 | 60 | 91 | $22,914,329,456 |
| BAYVIEW ASSET MANAGEMENT, LLC | 157053 | 801-73638 | 51 | 373 | $38,629,858,981 |
| DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | 801-112207 | 50 | 254 | $39,057,739,523 |
| DIGITAL BRIDGE ADVISORS, LLC | 291394 | 801-112767 | 41 | 125 | $13,465,617,648 |
| UNIVERSA INVESTMENTS L.P. | 146052 | 801-68696 | 37 | 20 | $16,160,165,483 |
| DEEP BLUE INVESTMENT ADVISORS | 115344 | 801-60690 | 25 | 14 | $13,054,420,667 |
| VOLORIDGE | 152869 | 801-71044 | 5 | 119 | $33,839,596,636 |
| RAYMOND JAMES INVESTMENT MANAGEMENT | 174904 | 801-100356 | 5 | 173 | $16,378,977,378 |
| OC INVESTMENT MANAGEMENT LP | 314948 | 801-121732 | 1 | 9 | $22,910,866,310 |
| ARMOUR CAPITAL MANAGEMENT LP | 164570 | 801-76965 | 1 | 20 | $12,344,395,778 |