$1.2+
billion in capital managed*
The Apriem Way
Our financial advisement services go beyond the portfolio and into the personal. We work with our clients one-on-one, emphasizing the importance of giving purpose to their money and instilling their values in the next generation.
Here you are our “Ohana” or family and our foremost focus is and will always be on overall family financial planning. As fiduciaries, our goal is to provide you with recommendations and advice that prioritize your well-being above all else.
Grateful to Serve. Honored to Be Recognized.
2025 Registered Investment Advisor (RIA) of the Year and Advisor of the Year!
We’re honored to be named 2025 Registered Investment Advisor (RIA) of the Year by InvestmentNews, with our Co-Founder, Harmon Kong, also winning Advisor of the Year. These awards are not just a reflection of our team — they’re a testament to the trust and purpose shared by the incredible families we serve.
Curious What Working with the Registered Investment Advisor (RIA) of the Year or Advisor of the Year Could Mean for Your Family’s Future?
Schedule a no-obligation Wealth Strategy Session with one of our senior advisors — and discover how our award-winning, multi-generational approach can help your family thrive for generations.
Click to Discover What Award-Winning Advice Looks Like
The awards were received in June 2025, based on firm and advisor activity during calendar year 2024. Click here for full award disclosures and criteria.
Our Services
Setting Your Family Up For Multigenerational Success
Covering a spectrum of issues, our wealth management team will create a long-term financial plan to help ensure your families continued financial success that can be passed from generation to generation.
Setting your family up for multigenerational financial success
Our wealth management team will create a long-term financial plan to help ensure your families continued financial success that can be passed from generation to generation.
The Apriem Difference
Women of Wisdom
Empowering, Educating, and Encouraging Women
Apriem Advisors Women of Wisdom is a movement dedicated to uplifting and inspiring women by providing them with the tools to succeed in all areas of life. It is our mission to provide women with the tools, knowledge, and support they need to excel in managing their finances with confidence and clarity!
Values Over Valuables
Achieve Your Family’s Vision Of A Lasting Legacy
Co-Founder, and now Amazon Best Selling Author, Harmon Kong wrote Values Over Valuables in an effort to help others learn how to align their wealth with their family values; daring you to live the life money can’t buy.
Harmon believes that true wealth extends beyond financial assets—it encompasses the values, traditions, and relationships that define your family.
This book is not an offer of Apriem’s investment services, nor is it intended to provide investment advice to any individual. While the author is the majority owner of Apriem and an advisory affiliate, this book is a separate endeavor, and its content and proceeds are independent of Apriem and its advisory services.
