Matthew Ross Adams

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 05/2017
  Aspiriant Llc (Formerly Hokanson Associates)
  Solana Beach, CA
• 06/2017 → 03/2023
  Dowling & Yahnke, Llc
  San Diego, CA
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 09/2022 → Present
  Corient
  San Diego, CA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2017-08-23 → 2023-03-31
  Dowling & Yahnke, Llc
  San Diego, CA
• 2016-01-04 → 2017-05-01
  Aspiriant, Llc
  Solana Beach, CA
  Los Angeles, CA
• 2015-03-19 → 2016-01-04
  Hokanson Associates, Inc.
  Solana Beach, CA

Designations

• Certified Financial Planner