A complete list of active advisors currently associated with Apriem Advisors

Warmer can help you find a great advisor at Apriem Advisors or one who fits your needs even better.

Apriem Advisors provides customized wealth management and investment-advisory services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals and families, and also serves 501(c)(3) charitable organizations, retirement plans, and institutional clients. Its offerings include comprehensive financial planning, customized portfolio management, charitable‑endowment services, direct indexing and enhanced cash‑management strategies, and estate‑planning services delivered through third‑party platforms. The firm constructs portfolios using a mix of tactical and passive index approaches, its proprietary Apriem Index strategies, and a blend of top‑down and technical analysis, and it frequently uses third‑party subadvisors for specialized mandates. Apriem generally manages accounts on a discretionary basis, monitors client accounts at least quarterly, and provides consolidated reporting and an online financial‑view tool for clients. Compared with many multi‑team peers, Apriem retains legacy performance‑based fee arrangements for qualified clients while no longer offering them to new accounts, and it is dually registered as a licensed insurance agency (Apriem Insurance Services), receiving insurance commissions in addition to advisory fees. The firm also emphasizes tailored operational programs—including a charitable‑services arm that offers concessions for smaller nonprofit portfolios and strategy‑specific minimums and third‑party implementations—which create a broader service palette than is typical for firms of its size.

To learn more about the advisors currently working at Apriem Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.