Wealth manager, bank-affiliated · Sausalito, CA
Aperio Group, LLC
SEC-registered investment adviser · CRD 111616 · SEC 801-57184
At a glance
Aperio Group, LLC is an SEC-registered investment adviser based in Sausalito, California, with $152.1 billion in regulatory assets under management as of its Form ADV filed April 2, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 31,012 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 16th of 8,915 wealth managers and 180th of 17,210 SEC-registered advisers by assets.
Main office 415-339-4300blackrock.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $152B
- Rank among wealth managers
- #16 of 8,915
- Rank among all SEC RIAs
- #180 of 17,210
- Rank in California
- #15 of 1,873
- Individual clients
- 31,012
- High-net-worth clients
- 25,295
- Accounts
- 33,901
- Discretionary
- 100% of AUM
- Employees
- 208
- Advisory staff
- 88
- Offices
- 9
Owners and executives on its Form ADV
- Leshem RanHead, Blackrock SMA Solutions
- Charles C. ParkChief Compliance Officer
- Jaime T. SnoyManaging Director, Co-Head US Wealth Advisory Business
- Joseph G. DevicoManaging Director, Co-Head US Wealth Advisory Business
Custody and brokerage
Broker-dealer
Hybrid RIA
Aperio Group, LLC is a hybrid RIA: 38 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 25,295 | $95B | 63% |
| Other | 1,873 | $26B | 17% |
| Charitable organizations | 800 | $22B | 15% |
| Individuals | 5,717 | $3.5B | 2% |
| Pooled investment vehicles | 12 | $2.0B | 1% |
| Corporations or other businesses | 151 | $1.9B | 1% |
| Investment companies | 3 | $788M | <1% |
| Pension and profit sharing plans | 39 | $134M | <1% |
| State or municipal government entities | 1 | $13M | <1% |
| Other investment advisers | 8 | $12M | <1% |
| Insurance companies | 1 | $4M | <1% |
| Banking or thrift institutions | 1 | $0M | <1% |
Disciplinary disclosures
Aperio Group, LLC answers yes to 12 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗blackrock.com ↗
AtlasMembers
The full record on Aperio Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 35 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Aperio Group, LLC manage?
Aperio Group, LLC reports $152.1 billion in regulatory assets under management across 33,901 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 2, 2026.
What kind of firm is Aperio Group, LLC?
Aperio Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Aperio Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($95.1 billion, 25,295 clients); other ($26.2 billion, 1,873 clients); charitable organizations ($22.5 billion, 800 clients).
Does Aperio Group, LLC have any disciplinary history?
Aperio Group, LLC answers yes to 12 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Aperio Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →