Financial Advisors Serving Orange County’s Families
Guiding families through life’s biggest financial transitions — retirement, inheritance, divorce, and loss — with white-glove wealth management built on 28 years of trust.
$1.57B in Assets Under Management*
99%+ Client Retention*
Over 28 Years in Business*
How We Help Orange County Families Build and Protect Their Wealth
Real Relationships. Real Results. For Over 28 Years.
is an independent, Orange County-based firm serving more than 1,000 households nationwide. We’re not a call center and we’re not a product shop, we’re 10 advisors and 18 team members who treat your family like our own. That means being there for the milestones and the hard moments alike, with the technical depth to handle complex estates, subtrusts, and multi-generational planning many firms can’t.
The majority of our clients come to us by referral — from people who already know what it’s like to work with us.
At Apriem, you work directly with advisors who know your name, your family, and your history — not a call center or a rotating account team. Bigger isn’t always better.
Recognized. trusted. independent.
Meet the People Who Will Know Your Name
Ten advisors. Eighteen team members. One standard of care.
Recognized. Trusted. Independent.
FAQs
Getting started is easy. Schedule a conversation here and a member of our team will follow up shortly. Prefer email? Reach us directly at [email protected].
Apriem Advisors is primarily compensated through ongoing advisory fees based on the assets we manage, typically deducted directly from client accounts. We also offer financial planning and estate planning services to both clients and non clients for flat fees based on individual needs.
At Apriem Advisors, we help you organize, grow, and protect your financial life through coordinated advice and ongoing oversight tailored to your goals. This includes investment management, where portfolios are constructed, monitored, and adjusted over time; financial planning, such as retirement, cash-flow, and major-goal planning; and risk management, including guidance on insurance and asset protection strategies. We also provide tax-aware planning, estate and legacy planning coordination, and support during major life transitions.
Apriem Advisors generally requires a minimum relationship size of $500,000 to open or maintain an investment management account. Minimums may be reduced or waived at the firm’s discretion, and existing clients may be maintained at lower minimums.
Yes. Financial planning is included as part of Apriem’s investment advisory services when a client engages the firm for ongoing wealth management. Apriem also offers financial planning as a standalone service for clients who do not require ongoing investment management. Standalone financial planning is available across four service tiers, with fees determined based on the scope and complexity of the plan.
Not at all! While we’re always happy to meet in person, we also offer virtual meetings. Wherever you’re located, you’ll receive the same personalized, high-touch experience.
Yes. Apriem’s investment strategies are developed and managed by our internal team. In certain cases, based on a client’s specific portfolio needs or objectives, we may utilize select third-party investment platforms to access additional investment options. Even in those situations, Apriem remains responsible for designing, overseeing, and managing the overall investment strategy.
Apriem Advisors provides comprehensive wealth management services designed to support clients at every stage of life. Services include investment management, with ongoing portfolio construction, monitoring, and adjustments; financial planning, including retirement planning, cash-flow planning, and goal-based planning; and tax-aware planning designed to improve after-tax outcomes. We also offer estate and legacy planning coordination, risk management and insurance guidance, and support during major life transitions.
LOCATION
Serving Orange County’s Families, From Our Home in Irvine
19200 Von Karman Ave. Suite 1050
Irvine, CA 92612
T : (949) 253 – 8888
Disclosures
*As of 7/14/26
**Apriem Advisors has partnered with Wealth.com, an independent platform for estate planning services. Apriem Advisors is not a law firm and does not provide legal advice. All legal questions or final reviews must be addressed with Wealth.com’s representatives or a licensed attorney retained by the Client.
Award disclosures may be found here.