APRIEM ADVISORS

RIASEC RegisteredEst. 1998

Total AUM

$1.5B

Discretionary

$1.5B

98% of AUM

Avg account

$516K

Accounts

2,880

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%
Individuals21.58%
Charitable Organizations5.94%
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, SEC-registered investment adviser organized as a corporation and active since 1998. The firm serves both individual and family clients as well as institutional investors, and it operates as a capital allocator—selecting and allocating to third‑party managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through publications and seminars. Apriem also maintains insurance brokerage activity alongside its advisory practice. The firm uses a mix of fee arrangements—percentage of AUM, fixed fees, and performance-based fees—and identifies itself as not currently pursuing ESG investing. Apriem has received industry recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms lists in 2022 and 2025.