Aprio Wealth Management, LLC

Aprio Wealth Management serves individuals (including high‑net‑worth clients), qualified retirement plans, trusts, estates, charitable organizations and business entities with discretionary and non‑discretionary investment management, financial planning, and plan‑sponsor advisory services. As of December 31, 2025, the firm reported $4,154,843,929 in discretionary assets under management and $1,572,813,404 in assets under advisement where it acts as a 3(21) fiduciary.

The firm’s investment approach is not tied to a single model; Aprio WM uses asset allocation, mutual funds, ETFs, individual securities and may include private investments and structured notes through alternative platforms, and it can engage sub‑advisors for asset management while conducting due diligence on alternative opportunities. Aprio WM also integrates ongoing portfolio management with financial planning and provides participant‑directed plan services such as investment policy development and participant education under separate plan agreements.

Aprio WM is notable among multi‑team firms for its corporate affiliations: it is part of a group that includes Aprio, LLP (a registered CPA firm) and affiliated benefit‑administration and insurance entities, relationships the brochure says generate reciprocal referrals and shared ownership arrangements that are disclosed to clients and managed through policies such as a restricted list for Aprio, LLP audit clients. The firm’s brochure also highlights a consolidation growth strategy, citing acquisitions (for example, Prism Financial Group and earlier integrations) that have expanded its adviser count, client base and assets.