Rhonda Ducote, AIF®

President, CEO, Partner

With more than 30 years of experience in wealth management, Rhonda Ducote, AIF®, serves as President, CEO, and Partner of Apriem Advisors. She leads the firm with a clear focus on helping Orange County families navigate life’s most important financial decisions through personalized guidance, exceptional service, and relationships built to last for decades, not just for a single transaction.

Award Winning Financial Advisor and Wealth Manager

Rhonda’s leadership has earned wide recognition. She was named a Finance and Banking Visionary in 2026 by LA Times Studios, included in AdvisorHub’s 2026 list of 50 Women in RIAs to Watch, and led Apriem to being named a 2026 USA Today Best Financial Advisory Firm in the one billion to five billion dollar asset range, among other honors.**
Rhonda Ducote Financial Advisor in Orange County
Years in Business*
Client retention rate*
$ in AUM*

Apriem advisors

Disclosures

*As of 7/14/26, company wide statistics. Client retention rate above 99% for the year-to-date period ending July 14, 2026.

**Award disclosures may be found on our disclosures page.

-The 2026 USA TODAY Best Financial Advisory Firms ranking, developed in partnership with Statista, recognizes top Registered Investment Advisers (RIAs) across the United States. The ranking is based on a composite score derived from client and peer recommendations, assets under management (AUM) growth, and firm quality metrics. The methodology emphasizes firms demonstrating strong growth, minimal conflicts of interest, and comprehensive service offerings. Approximately 1,000 firms were included in the final ranking. Apriem did not pay a fee in exchange for consideration or inclusion in the ranking; nor did Apriem pay for additional marketing matierals upon selection.

-The AdvisorHub 50 Women RIA’S to Watch 2026 recognition is part of AdvisorHub’s Advisors to Watch program, which highlights advisors 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.

-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.