Irvine and Orange County Financial Advisors
Guiding Irvine and the greater Orange County area through life’s biggest financial transitions — retirement, inheritance, divorce, and loss — with white-glove wealth management and financial planning built on 28 years of trust.
How We Help Orange County Families Build and Protect Their Wealth
Tax Planning
Coordinating tax strategy alongside your CPA as part of one integrated plan.
Real Relationships. Real Results. For Over 28 Years.
is an award winning, independent firm based in Irvine, serving more than 1,000 households across Orange County and nationwide. We’re not a call center and we’re not a product shop, we’re 10 advisors and 18 team members who treat your family like our own. That means being there for the milestones and the hard moments alike, with the technical depth to handle complex estates, subtrusts, and multi-generational planning many firms can’t.
The majority of our clients come to us by referral — from people who already know what it’s like to work with us.
At Apriem, you work directly with advisors who know your name, your family, and your history — not a call center or a rotating account team. Bigger isn’t always better.
Meet the People Who Will Know Your Name
Ten advisors. Eighteen team members. One standard of care.
FAQs
Getting started is easy. Schedule a conversation and a member of our team will follow up shortly.
Apriem Advisors is primarily compensated through ongoing advisory fees based on the assets we manage, typically deducted directly from client accounts. We also offer financial planning and estate planning services to both clients and non clients for flat fees based on individual needs.
At Apriem Advisors, we help you organize, grow, and protect your financial life through coordinated advice and ongoing oversight tailored to your goals. This includes investment management, where portfolios are constructed, monitored, and adjusted over time; financial planning, such as retirement, cash-flow, and major-goal planning; and risk management, including guidance on insurance and asset protection strategies. We also provide tax-aware planning, estate and legacy planning coordination, and support during major life transitions.
Apriem Advisors generally requires a minimum relationship size of $500,000 to open or maintain an investment management account. Minimums may be reduced or waived at the firm’s discretion, and existing clients may be maintained at lower minimums.
Yes. Financial planning is included as part of Apriem’s investment advisory services when a client engages the firm for ongoing wealth management. Apriem also offers financial planning as a standalone service for clients who do not require ongoing investment management. Standalone financial planning is available across four service tiers, with fees determined based on the scope and complexity of the plan.
Not at all! While we’re always happy to meet in person, we also offer virtual meetings. Wherever you’re located, you’ll receive the same personalized, high-touch experience.
Yes. Apriem’s investment strategies are developed and managed by our internal team. In certain cases, based on a client’s specific portfolio needs or objectives, we may utilize select third-party investment platforms to access additional investment options. Even in those situations, Apriem remains responsible for designing, overseeing, and managing the overall investment strategy.
Apriem Advisors provides comprehensive wealth management services designed to support clients at every stage of life. Services include investment management, with ongoing portfolio construction, monitoring, and adjustments; financial planning, including retirement planning, cash-flow planning, and goal-based planning; and tax-aware planning designed to improve after-tax outcomes. We also offer estate and legacy planning coordination, risk management and insurance guidance, and support during major life transitions.
LOCATION
Orange County Financial Advisors
19200 Von Karman Ave. Suite 1050
Irvine, CA 92612
T : (949) 253 – 8888
Disclosures
*As of 7/14/26. Client retention rate above 99% for the year-to-date period ending July 14, 2026.=
**Apriem Advisors has partnered with Wealth.com, an independent platform for estate planning services. Apriem Advisors is not a law firm and does not provide legal advice. All legal questions or final reviews must be addressed with Wealth.com’s representatives or a licensed attorney retained by the Client.
-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.
-The AdvisorHub 250 Advisors to Watch, 50 Women RIA’s To Watch, and 250 RIA’s To Watch 2026 recognitions are part of AdvisorHub’s Advisors to Watch program, which highlights advisors and RIA’s 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 Forbes 2026 Best-In-State Next-Gen Wealth Advisors ranking recognizes leading wealth advisors under age 40 who meet established industry experience, business, and compliance criteria. Chris Whitaker, CFP®, AIF®, of Apriem Advisors was named to the 2026 Best-In-State Next-Gen Wealth Advisors ranking for California. The Forbes | Shook® Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings are the product of Shook Research, LLC’s independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of March 31, 2026. Published by Forbes (August 2026). Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. Apriem Advisors did not pay a fee for consideration or inclusion in the ranking. However, upon selection Apriem paid for marketing package that included, but not limited to, logo usage and financial advisor profile. This recognition is not indicative of future performance and may not be representative of any one client’s experience.
Award disclosures may be found on our disclosures page.