The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

100. Apriem Advisors

WATCH LIVE

Apriem Advisors, based in Irvine, California, is ranked No. 100 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.4 billion
Accounts Under Management: 2,914
Years in Business: 27

  • Accepts clients in all 50 states and internationally
  • Physical offices in California
  • $500,000 minimum asset threshold

Leadership and Contact Information:
Harmon Kong, co-founder
Rhonda Ducote, president and chief executive officer

apriem.com
19200 Von Karman Ave., Suite 1050, Irvine, CA 92612
(949) 253-8888

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.