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CORIENT

MIAMI, FL · CRD 319448 · IAPD ↗ · (305) 735-2020

$165.25BRegulatory AUM
620Advisory reps
1537Employees
506Clients
More than 500Planning clients
0Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — CORIENT moved its main office from MIAMI, IL to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
August 2026 — CORIENT's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2026 — CORIENT moved its main office from MIAMI, FL to MIAMI, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
December 2025 — CORIENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2025 — CORIENT grew from 476 to 620 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — CORIENT added office(s): 33 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
81
April 2024 — CORIENT reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — CORIENT grew from 457 to 476 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2024 — CORIENT added office(s): 32 -> 33 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.