CORIENT PRIVATE WEALTH LLC
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served42+13 YoYRank #403 of mapped providers
Assets under administration$96.9B0.1%Market share · rank #139
Fees received$1MMedian $14,101/planSum across Schedule C direct + indirect
Net wins YoY+1315 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CORIENT PRIVATE WEALTH LLC plan look like?
Service mix · median fees per plan
Count of plans where CORIENT PRIVATE WEALTH LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment advisory (participants)Code 26 | 34 | $18,815 | |
Investment advisory (plan)Code 27 | 2 | $8,034 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services; Consulting (pension); Consulting feesCode 15 | 1 | $8,876 | |
Investment advisory (plan); Custodial (securities); Investment management fees paid directly by plan; Investment advisory (participants); Trustee (bank, trust company, or similar financial institution)Code 19 | 1 | $18,387 | |
Investment managementCode 28 | 1 | $32,698 | |
Securities brokerage commissions and fees; Securities brokerageCode 33 | 1 | $6,028 | |
Investment management fees paid indirectly by planCode 52 | 1 | $44,449 | |
Other feesCode 99 | 1 | $6,006 |
Competitor overlap
Percent of CORIENT PRIVATE WEALTH LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CORIENT PRIVATE WEALTH LLC.
| Sponsor | From | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $24.7B |
UNITED AIRLINES, INC.IL · 742099724-202 | BRINKER CAPITAL | $16.8B |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | MERCER | $8.9B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | FIRST REPUBLIC INVESTMENT MGMT | $6.5B |
BROWN & BROWN, INC.FL · 590864469-002 | SUNTRUST BANKS, INC. | $1.8B |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | CHARLES SCHWAB & CO., INC. | $1.7B |
FOLEY & LARDNER LLPWI · 390473800-007 | FIDUCIENT ADVISORS LLC | $1.5B |
ROPES & GRAY LLPMA · 042233412-007 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.4B |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | SEGALL BRYANT & HAMILL | $849M |
SMITH, GAMBRELL & RUSSELL, LLPGA · 580967450-005 | T ROWE PRICE RPS INC | $266M |
Plans lost in 2024
Appeared last year under CORIENT PRIVATE WEALTH LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | TEXAS BANK AND TRUST | $9.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $13,611 | 1y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $64,011 | 1y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $37,260 | 1y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $51,116 | 2y | 1 |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $5,000 | 2y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $6,259 | 1y | 1 |
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $23,040 | 2y | 1 |
BROWN & BROWN, INC.FL · 590864469-002 | $1.8B | 15,772 | $8,437 | 1y | 1 |
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | $1.7B | 6,513 | $5,004 | 1y | 1 |
DLA PIPER LLP (US)MD · 520616490-004 | $1.7B | 4,436 | $34,270 | 2y | 1 |
Flag exposure
95.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into CORIENT PRIVATE WEALTH LLC.
- CORIENT
- CORIENT HOLDINGS INC
- CORIENT PRIVATE WEALTH LLC
- CORIENT PRIVATE WEALTH, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CORIENT PRIVATE WEALTH LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.38% | 7.76% | -5.38 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 19.05% | 1.71% | +17.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 22 | 52.38% | 1.76% | +50.62 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CORIENT PRIVATE WEALTH LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).