Aperio Group, LLC
Sausalito, CA·SEC-registered · CRD #111616
Aperio Group, LLC is an SEC-registered investment advisory firm in Sausalito, CA managing $152B across 34k client accounts, with 88 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$152B
Client accounts
34k
Advisory staff
88
Fee model
Fee-based
How Aperio Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Aperio Group, LLC
How much does Aperio Group, LLC manage?
Per its most recent SEC Form ADV filing (04/02/2026), Aperio Group, LLC reports $152B in regulatory assets under management across roughly 34k client accounts.
How does Aperio Group, LLC charge?
Aperio Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Aperio Group, LLC a fiduciary?
Yes. Aperio Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #111616), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Aperio Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Aperio Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Aperio Group, LLC's public SEC Form ADV filing (CRD #111616, filed 04/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Aperio Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Aperio Group, LLC? Claim this profile.