Apriem Advisors
Irvine, CA·SEC-registered · CRD #108188
Apriem Advisors is an SEC-registered investment advisory firm in Irvine, CA managing $1.5B across 2.9k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
2.9k
Advisory staff
14
Fee model
Fee-based
How Apriem Advisors 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.
BEFORE YOU CALL APRIEM ADVISORS
See how Apriem compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Apriem Advisors. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Apriem Advisors? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Apriem Advisors
How much does Apriem Advisors manage?
Per its most recent SEC Form ADV filing (03/31/2026), Apriem Advisors reports $1.5B in regulatory assets under management across roughly 2.9k client accounts.
How does Apriem Advisors charge?
Apriem Advisors 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 Apriem Advisors a fiduciary?
Yes. Apriem Advisors is registered with the U.S. Securities and Exchange Commission (CRD #108188), 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 Apriem Advisors 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 Apriem Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Irvine, CA
Profile compiled from Apriem Advisors's public SEC Form ADV filing (CRD #108188, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Apriem Advisors. 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 Apriem Advisors? Claim this profile.