Apriem Advisors Wins Three Key Recognitions in 2026

IRVINE, CA, UNITED STATES, September 29, 2026 /CourierPR/ -- Apriem Advisors, an independent fiduciary wealth management firm based in Irvine, California, has been recognized with three national and regional honors to close out 2026. The firm was named a Leading RIA (Registered Investment Adviser) in Irvine, California, by InvestmentNews. Additionally, Apriem Advisors was awarded the Best Fiduciary Wealth Management Firm in California by Wealth & Finance International, and was recognized as one of the Best Financial Advisors in Irvine, California, by Expertise.com.

These accolades follow a year of significant recognition for Apriem Advisors, including Chief Wealth Manager Chris Whitaker's inclusion on Forbes' Best-In-State Next-Gen Wealth Advisors list. Whitaker's recognition, along with the firm's other awards, underscores the firm's commitment to providing independent and fiduciary services to its clients.

Founded in 1998, Apriem Advisors has been serving the financial needs of individuals and families for over two decades. The firm specializes in coordinating investment management, financial planning, tax planning, and estate planning as a single, cohesive relationship. As of July 14, 2026, Apriem Advisors currently serves more than 1,000 households nationwide, with a client retention rate above 99% for the year-to-date period ending July 14, 2026.

To qualify for the Leading RIA recognition, Apriem Advisors had to meet several criteria, including having a principal office in Irvine, California, and managing at least $200 million in regulatory assets under management (AUM) as of the most recent Form ADV filing date on or after January 1, 2025. The firm also had to report managed assets for U.S. clients and be classified as serving retail clients.

The Best Fiduciary Wealth Management Firm 2026, California recognition by Wealth & Finance International is based on the firm's demonstrated expertise, commitment to client fulfillment, notable performance, and commitment to innovation. Apriem Advisors was selected through a rigorous process that included internal research and a review by a senior judge.

Expertise.com's Best Financial Advisors in Irvine, CA recognition is part of a broader evaluation process that assesses providers based on availability, qualifications, and reputation. The firm was selected based on its ability to meet the needs of local clients and its strong track record.

Apriem Advisors continues to prioritize its clients' needs and aims to provide comprehensive financial solutions that meet their unique circumstances. The firm's commitment to being a fiduciary and its strong client retention rates highlight its dedication to long-term relationships and client satisfaction.