Wealth Manager
    SEC Registered

    Aperio Group, LLC

    Registered investment advisor · Sausalito, California · CRD #111616

    Assets Under Management
    $152.1B
    Client Accounts
    33,901
    Employees
    208
    CRD Number
    111616
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Aperio Group, LLC

    Aperio Group, LLC is a SEC-registered investment advisory firm headquartered in Sausalito, California, managing approximately $152.1B in regulatory assets across 33,901 client accounts. The firm's full regulatory record is filed with the SEC under CRD #111616.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Aperio Group, LLC's AUM?

    Aperio Group, LLC reports approximately $152.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Aperio Group, LLC headquartered?

    Aperio Group, LLC is headquartered in Sausalito, California.

    What is Aperio Group, LLC's CRD number?

    Aperio Group, LLC's CRD number is 111616. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Aperio Group, LLC manage?

    Aperio Group, LLC manages approximately 33,901 client accounts according to its latest SEC filing.

    Is Aperio Group, LLC SEC registered?

    Yes, Aperio Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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