Apriem Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 17 employees, 2 offices, and 2,880 accounts.
Assets Under Management
$1.5B
Employees
17
Offices
2 offices
Total Clients
1,073
Primary office
IRVINE, CA
19200 VON KARMAN AVENUE, SUITE 1050, IRVINE, CA, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
716
2
HNWI
32.2%
346
3
Charitable
0.8%
9
4
Pension Plans
0.1%
1
5
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary98.5%
$1.5B
98% of total RAUM98.5%
Non-discretionary1.5%
$23M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts2,880
10Y AUM Change+$973M (+189.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee63:1
10Y Employee Change+4 (+30.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.