CORIENT PRIVATE WEALTH LLC

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served43+14 YoYRank #405 of mapped providers

Assets under administration$106.0B0.1%Market share · rank #139

Fees received$1MMedian $11,912/planSum across Schedule C direct + indirect

Net wins YoY+1315 won · 2 lostPlan-level switch detection

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