Financial Advisors in Orange County | Apriem Advisors
Financial Advisors in Orange County
We’re the financial advisors in Orange County families have relied on for over 28 years. As an Irvine wealth management firm, we’ve helped Orange County families navigate life’s biggest financial transitions: retirement, inheritance, divorce, and loss. What started as a commitment to doing right by a handful of local families has grown into a firm trusted by more than 1,000 households nationwide, without ever losing the personal, relationship-first approach that built it.
We’re independent — not tied to any bank, broker-dealer, or product line — so every recommendation we make is built around what’s right for your family, not what’s profitable for us.
About Us
Financial Advisors in Orange County: Meet the Team
Behind every relationship at Apriem is a team of 10 dedicated financial advisors and 18 team members in all, each bringing a genuine commitment to your family’s goals. Our advisors hold some of the industry’s most respected credentials — CFP®, AIF®, ChFC®, CIPM, MBA, CFA®, and CRPC® — but what truly sets them apart is how personally they show up for the Orange County families they serve.
Why We’re the Financial Advisors in Orange County, CA Families Trust
We lead with relationship, not spreadsheets. Our clients often tell us they want an advisor who takes the lead on the details, not more data to interpret themselves, so every conversation starts with your life and goals, not a product pitch. As we like to say internally, we treat your family like our family.
Women Of Wisdom™
Our initiative that empowers women through every financial chapter with community, education, and confidence.
FAQs
Getting started is easy. Schedule a conversation below and a member of our team will follow up shortly.
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 at no additional cost for clients who engage Apriem for ongoing wealth management services.
For individuals and families who do not require ongoing investment management, Apriem also offers standalone financial planning. Standalone plans are available in four service tiers, with fees based on the scope and complexity of the planning engagement.
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. You can read more about our Investment Management here.
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.
Start The Conversation
If you have any questions or would like to see how we can best serve you and your financial goals, we would love to chat!
Disclosures
*As of 7/14/26. Client retention rate above 99% for the year-to-date period ending July 14, 2026.
-The LA Times Studios 2026 Banking & Finance Visionaries recognition honors professionals in banking, investment and asset management, lending, private equity, and related professional services who demonstrate leadership and impact within their organizations, industries, and communities. Individuals are nominated by organizations within the financial and professional services industries.
The LA Times Studios executive committee selects honorees based on criteria including noteworthy successes and accomplishments during the preceding 12 to 24 months, consistent demonstration of strong leadership throughout their careers, long and short term impact on their organization’s and/or industry’s growth, and community involvement and board memberships demonstrating leadership beyond their organization.
Nominees must work in Southern California to be considered. Apriem Advisors did not pay a fee for consideration or inclusion for this recognition. Any subsequent advertising, licensing, promotional, or marketing expenditures are separate from the selection process and were not a condition of receiving the recognition.
Upon selection, Apriem paid for the license usage of the award logo for marketing materials across Apriem platforms. This recognition is not indicative of future investment performance, does not constitute an endorsement or recommendation of Apriem Advisors or the individual recipient, and may not be representative of any one client’s experience.
-The AdvisorHub 250 Advisors to Watch, 50 Women RIA’s To Watch, and 250 RIA’s To Watch 2026 recognitions are part of AdvisorHub’s Advisors to Watch program, which highlights advisors and RIA’s leading sophisticated and growing wealth management practices.
Advisors are evaluated based on data submitted through an application process and AdvisorHub’s independent review, with rankings determined on a 100 point scale across scale, growth, and professionalism.
Eligibility criteria include minimum assets under management, industry experience, tenure at the current firm, and a clean regulatory record. The application deadline was February 9, 2026, and honorees were published in the April 2026 edition.
Apriem Advisors did not pay a fee for consideration or inclusion for this recognition. Any subsequent advertising, licensing, promotional, or marketing expenditures are separate from the selection process and were not a condition of receiving the recognition. Upon selection, Apriem paid for the license usage of the award logo for marketing materials across Apriem platforms.
**Award disclosures may be found on our disclosures page.
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.