Harmon Kong, CFP®, AIF®

Founding Director

Harmon Kong is the visionary Founding Director of Apriem Advisors, paving the way for the next generation of leaders. He started Apriem after growing tired of working for larger firms that prioritized revenue over relationships. He wanted to build something different: a firm where client and staff relationships came first, with a client-to-staff ratio deliberately kept low. That commitment hasn’t changed since, and it never will.

Today, Harmon focuses on the firm’s long-term vision, mentoring the next generation of leaders, and ensuring Apriem’s client-first philosophy continues for generations to come.

Under Harmon’s leadership, Apriem has earned recognition across the industry. He led the firm to being named to USA Today’s Best Financial Advisory Firms list in the one billion to five billion dollar range, to AdvisorHub’s 2026 list of Advisors to Watch managing over one billion dollars, and to CNBC’s Financial Advisor 100 list in 2025. Harmon himself was also named among InvestmentNews’ Top Financial Professionals in the US for 2025, among many other honors.**

Meet Co-Founder Mark Iwamoto, MBA.

Author

Using his decades of experience in wealth management, Harmon wrote the Amazon Best Seller Values Over Valuables: Daring To Live The Life Money Can’t Buy to help readers align their financial resources with their values, goals, and purpose***.

Years in Business*

Client retention rate*

$ in AUM*

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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 can be found on our disclosures page.

***Values Over Valuables: 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.

-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 materials upon selection.

-The AdvisorHub 250 Advisors 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 2025 CNBC FA 100 List recognizes the top registered investment advisory (RIA) firms across the United States. The ranking is based on proprietary methodology developed by CNBC in partnership with AccuPoint Data Solutions. The annual list evaluates RIAs on a variety of factors, including years in business, compliance record, number of investment advisors with the firm, and assets under management, among other quantitative measures from 2024. Apriem did not pay a fee in exchange for inclusion. However, Apriem purchased a license for usage of the CNBC logo only after learning that we were selected to be a part of the list, to market the recognition across the Apriem Advisor platforms and promotional materials.