Apriem Advisors

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

98% of AUM

Avg account

$516K

Accounts

2,878

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 108188
Registered since: March 20, 1998
Website: www.apriem.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI70.35%
Individuals21.56%
Charitable Organizations5.95%
Pension & Profit Sharing Plans1.75%
Corporations / Businesses0.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Apriem Advisors is an independent, corporately organized registered investment adviser that has been SEC-registered since 1998. The firm serves both individual and family clients as well as institutional investors, operating as a capital allocator that blends discretionary portfolio management with financial planning, pension consulting and selection-of-other-adviser services. Apriem also conducts educational seminars and publishes periodicals, and maintains an insurance brokerage capability as part of its service mix. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. Apriem does not position itself as an active ESG investor. The firm has been recognized in industry rankings, including a FA Magazine Top RIA Firms mention in 2020 and CNBC Top 100 listings in 2022 and 2025.