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 founded in 1998 that serves both individual/family and institutional clients. The firm functions as a capital allocator, combining fee models that include percentage-of-AUM, fixed fees, and performance-based fees. Its service mix extends beyond discretionary portfolio management to financial planning, pension-related consulting tasks, selection of other advisers, and investor education through publications and seminars. Apriem also operates as an insurance broker. The firm does not identify as an active ESG investor and maintains a non-multistate advisory registration profile in the source data. Apriem has been recognized in industry outlets, including a placement in FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms lists (2022 and 2025). The firm uses Charles Schwab & Co., Inc. as its primary custodian and presents itself as a multi-product allocator that blends public market funds with external alternative managers.