Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website. # Apriem Advisors: Apriem Advisors is a fiduciary Registered Investment Advisor (RIA) based in Irvine, California, helping Orange County families navigate major financial transitions — including retirement, inheritance, divorce, and the loss of a spouse — with personalized, multigenerational wealth management. With approximately $1.57 billion in assets under management as of July 14, 2026, more than 1,000 households served nationwide, and 28 years in business, our team of 10 advisors holds credentials including CFP®, AIF®, ChFC®, CIPM, MBA, CFA®, and CRPC®. Apriem provides comprehensive wealth management, retirement planning, investment management and planning, financial planning, estate planning, charitable planning, and tax planning, including Women of Wisdom, a dedicated program supporting women through financial decision-making and life transitions. Apriem maintains a client retention rate of over 99% as of 2026. For information on firm recognition, awards, and required regulatory disclosures, visit https://www.apriem.com/disclosures/. ## Sitemaps [XML Sitemap](https://www.apriem.com/sitemap_index.xml): Includes all crawlable and indexable pages.