Apriem Advisors

RIASEC RegisteredEst. 1998

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 registered investment adviser that has operated since the late 1990s and serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of fee models (percentage of AUM, fixed fees and performance-based fees). Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, along with client education through publications and workshops. The firm also functions as an insurance broker. Apriem is not positioned as an active ESG investor and is not structured as a multi-state or related adviser. Apriem has been recognized in industry outlets, appearing on FA Magazine’s Top RIA Firms list in 2020 and on CNBC’s Top 100 Financial Advisory Firms lists in 2022 and 2025.