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Corient Private Wealth LLC
Matched across 6 name variants in the filings
Corient Private Wealth LLC summary
Corient Private Wealth LLC appears on 36 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $79.2B in assets for 194,762 participants. The median client plan holds $1.0B. Most client plans are sponsored in CA, IL and FL. The largest clients by plan assets are United Airlines, Inc., The Charles Schwab Corporation and Southern California Permanente Medical Group. Plans reported $1.6M in direct and indirect compensation paid to Corient Private Wealth LLC. The median is $16K per plan.
- Participants
- 194,762
- Median plan assets
- $1.0B
- Median plan participants
- 2,612
- Median fees per plan
- $16K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- United Airlines, Inc.$19.4BILParticipants 21,233
- TXParticipants 44,603
- CAParticipants 12,823
- CAParticipants 23,948
- Latham & Watkins LLP$3.6BCAParticipants 8,625
- OHParticipants 4,711
- CAParticipants 5,957
- Brown & Brown, Inc.$2.0BFLParticipants 15,728
- Dla Piper LLP (US)$2.0BMDParticipants 4,523
- CAParticipants 5,996
- Foley & Lardner LLP$1.7BWIParticipants 3,511
- ILParticipants 3,309
- Ropes & Gray LLP$1.5BMAParticipants 4,533
- Cooley LLP$1.5BCAParticipants 4,229
- CAParticipants 3,166
- Dentons US LLP$1.1BILParticipants 2,636
- CAParticipants 1,345
- Seyfarth Shaw LLP$1.0BILParticipants 2,960
- CAParticipants 2,587
- PAParticipants 5,622
- OHParticipants 2,235
- MNParticipants 1,453
- DCParticipants 1,220
- CAParticipants 945
- CAParticipants 610
Top client states
- CA13 plans
- IL7 plans
- FL3 plans
- TX3 plans
- OH2 plans
Frequently asked questions
- Who uses Corient Private Wealth LLC?
- 36 retirement plans list Corient Private Wealth LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., The Charles Schwab Corporation, Southern California Permanente Medical Group and Latham & Watkins LLP. Most client plans are sponsored in CA, IL and FL.
- How many plans does Corient Private Wealth LLC serve?
- Corient Private Wealth LLC serves 36 retirement plans with $79.2B in plan assets and 194,762 participants, based on the latest Form 5500 filings through 2024.
- What does Corient Private Wealth LLC charge?
- Plans reported $1.6M in total Schedule C compensation paid to Corient Private Wealth LLC. The median plan paid $16K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served36+8 YoYRank #470 of mapped providers
Assets under administration$79.2B0.1%Rank #203 by share of filed assets
Fees received$2MMedian $16,127/planSum across Schedule C direct + indirect
Net wins YoY+810 won - 2 lostPlan-level switch detection
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