DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Aperio Group, LLC
Latest filing Apr 2, 2026
First filing on the tape Mar 28, 2012 · 34 filings
SEC status approved since Jan 20, 2000
RAUM
$152B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
65%
$99B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
208
88 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$152B as of Apr 2, 2026
Mar 28, 2012$2.1B then
HNW client RAUM$95B as of Apr 2, 2026
Mar 16, 2018$14B then
State-registered IARs (5.B.3)27 as of Apr 2, 2026
Apr 1, 20130 then
Employees (5.A)208 as of Apr 2, 2026
Apr 1, 201320 then
Private funds: no history
RAUM +37% over the last fiscal year+41% a year over threeIARs 22 to 27
Practice profile
derived from the filing of Apr 2, 2026; every figure names its basis
- RAUM per advisor
- $5.6BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 1,149derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $4.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 7.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +23%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +45%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$95B76%
- Charitable organizations$22B18%
- Individuals$3.5B2.8%
- Pooled investment vehicles$2.0B1.6%
- Corporations and businesses$1.9B1.5%
- Investment companies$788M0.6%
- Pension and profit-sharing plans$134M0.1%
- State and municipal entities$13.4M0.0%
- Other investment advisers$12.4M0.0%
- Insurance companies$4.1M0.0%
- Banks and thrifts$440,7720.0%
- Individual clients
- 5,717reported
- HNW clients
- 25,295reported
- Pension plan clients
- 39reported
- Charitable clients
- 800reported
- Accounts
- 33,901reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $34B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.65 fund_share=0.02 institutional_share=0.15 related_bd=true related_bank=true bd_reps=38.0 bank_owner=falsederived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- George Joseph Devico · Managing Director, Co- Head US Wealth Advisory Businesscontrolsince 03/2023 · owns less than 5%
- Leshem Ran · Head, Blackrock Sma Solutionscontrolsince 01/2024 · owns less than 5%
- Tolli Jaime Snoy · Managing Director, Co- Head US Wealth Advisory Businesscontrolsince 03/2023 · owns less than 5%
- Choon Sik Charles Park · Chief Compliance Officersince 07/2021 · owns less than 5%
Entity owners
- Aperio Holdings, LLC · Sole Shareholderdirect · owns 75% or more
- Blackrock Investment Management, LLC · Sole Shareholderindirect · owns 75% or more of Aperio Holdings, LLC
- Blackrock, Inc. · Sole Shareholderindirect · owns 75% or more of Trident Merger, LLC · public reporting company
- Trident Merger, LLC · Sole Shareholderindirect · owns 75% or more of Blackrock Investment Management, LLC
Related persons
Schedule D 7.A
- Blackrock Investment Management, LLCinvestment adviserbankpooled vehicle sponsoryRAUM $677B
Offices
Schedule D 1.F, the 25 largest
- New York, NY12 employees
- Philadelphia, PA8 employees
- San Francisco, CA7 employees
- Boston, MA7 employees
- Denver, CO3 employees
- Princeton, NJ2 employees
- Atlanta, GA2 employees
- Dallas, TX1 employees
- Chicago, IL1 employees
What changed
consecutive filings, newest first
- Accounts · 23,842 to 33,901Dec 22, 2025 to Mar 31, 2026
- Advisory employees · 90 to 88Dec 22, 2025 to Mar 31, 2026
- BD registered reps · 36 to 38Dec 22, 2025 to Mar 31, 2026
- Charity clients · 747 to 800Dec 22, 2025 to Mar 31, 2026
- Corporate clients · 123 to 151Dec 22, 2025 to Mar 31, 2026
- HNW clients · 14,655 to 25,295Dec 22, 2025 to Mar 31, 2026
- Individual clients · 6,709 to 5,717Dec 22, 2025 to Mar 31, 2026
- Pension plan clients · 35 to 39Dec 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 12Dec 22, 2025 to Mar 31, 2026
- Employees · 200 to 208Dec 22, 2025 to Mar 31, 2026
- Insurance-licensed employees · 22 to 27Dec 22, 2025 to Mar 31, 2026
- State-registered IARs · 22 to 27Dec 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $111B to $152BDec 22, 2025 to Mar 31, 2026
- HNW RAUM · $65B to $95BDec 22, 2025 to Mar 31, 2026
- Individual RAUM · $3.8B to $3.5BDec 22, 2025 to Mar 31, 2026
- Pension RAUM · $129M to $134MDec 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.6B to $2.0BDec 22, 2025 to Mar 31, 2026
- RAUM · $111B to $152BDec 22, 2025 to Mar 31, 2026
- Wrap assets (manager) · $22B to $34BDec 22, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 21, 2025 to Jul 30, 2025
- Accounts · 16,173 to 23,842Dec 20, 2024 to Mar 21, 2025
- Advisory employees · 73 to 90Dec 20, 2024 to Mar 21, 2025
- BD registered reps · 28 to 36Dec 20, 2024 to Mar 21, 2025
- Charity clients · 664 to 747Dec 20, 2024 to Mar 21, 2025
- Corporate clients · 92 to 123Dec 20, 2024 to Mar 21, 2025
- HNW clients · 10,381 to 14,655Dec 20, 2024 to Mar 21, 2025
- Individual clients · 3,742 to 6,709Dec 20, 2024 to Mar 21, 2025
- Pension plan clients · 28 to 35Dec 20, 2024 to Mar 21, 2025
- Employees · 170 to 200Dec 20, 2024 to Mar 21, 2025
- Insurance-licensed employees · 21 to 22Dec 20, 2024 to Mar 21, 2025
- State-registered IARs · 25 to 22Dec 20, 2024 to Mar 21, 2025
- Other offices · 9 to 8Dec 20, 2024 to Mar 21, 2025
- Discretionary RAUM · $80B to $111BDec 20, 2024 to Mar 21, 2025
- HNW RAUM · $45B to $65BDec 20, 2024 to Mar 21, 2025
- Individual RAUM · $2.1B to $3.8BDec 20, 2024 to Mar 21, 2025
- Pension RAUM · $83.7M to $129MDec 20, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $2.2B to $1.6BDec 20, 2024 to Mar 21, 2025
- RAUM · $80B to $111BDec 20, 2024 to Mar 21, 2025
- Wrap assets (manager) · $12B to $22BDec 20, 2024 to Mar 21, 2025
- Accounts · 12,317 to 16,173Mar 17, 2023 to Mar 15, 2024
Signals
17 dated events
- Aperio Group, Llc reported RAUM $152.1B, up 37% from $111.4B (2025-12-22 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Aperio Group, Llc reported RAUM $111.4B, up 39% from $80.2B (2024-12-20 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- Aperio Group, Llc reported 9 offices beyond its principal office, up from 0 (2023-03-17 to 2024-03-15)Mar 15, 2024 · Office count change · derived
- Aperio Group, Llc reported RAUM $80.2B, up 47% from $54.5B (2023-03-17 to 2024-03-15)Mar 15, 2024 · RAUM change · derived
- G Elizabeth Michaels (Co-Head, Aperio Group) no longer on Schedule A of Aperio Group, Llc (listed 2023-03-17, absent 2024-03-15)Mar 15, 2024 · Control person left · inference
- Martin Small (Head Of Us Wealth Advisory, Blackrock) no longer on Schedule A of Aperio Group, Llc (listed 2022-03-14, absent 2023-03-17)Mar 17, 2023 · Control person left · inference
- Tolli Jaime Snoy (Managing Director, Co-Head Us Wealth Advisory Business) appeared on Schedule A of Aperio Group, LlcMar 17, 2023 · Control person joined · fact
- George Joseph Devico (Managing Director, Co-Head Us Wealth Advisory Business) appeared on Schedule A of Aperio Group, LlcMar 17, 2023 · Control person joined · fact
- Aperio Group, Llc reported 13 state-registered advisory representatives, up from 0 (2021-07-26 to 2022-03-14)Mar 14, 2022 · Advisor headcount change · derived
- Aperio Group, Llc reported RAUM $54.1B, up 30% from $41.5B (2021-07-26 to 2022-03-14)Mar 14, 2022 · RAUM change · derived
- Martin Small (Head Of Us Wealth Advisory, Blackrock) appeared on Schedule A of Aperio Group, LlcMar 2, 2021 · Control person joined · fact
- G Elizabeth Michaels (Co-Head, Aperio Group) appeared on Schedule A of Aperio Group, LlcMar 2, 2021 · Control person joined · fact
- Leshem Ran (Co-Head, Aperio Group) appeared on Schedule A of Aperio Group, LlcMar 2, 2021 · Control person joined · fact
- Paul Solli (Chief Marketing And Strategy Officer) no longer on Schedule A of Aperio Group, Llc (listed 2020-06-30, absent 2021-03-02)Mar 2, 2021 · Control person left · inference
- Patrick Geddes (Chief Executive Officer) no longer on Schedule A of Aperio Group, Llc (listed 2020-06-30, absent 2021-03-02)Mar 2, 2021 · Control person left · inference
- Aperio Group, Llc reported RAUM $34.5B, up 39% from $24.7B (2019-03-15 to 2020-03-13)Mar 13, 2020 · RAUM change · derived
- Aperio Group, Llc reported RAUM $23.8B, up 52% from $15.6B (2017-03-28 to 2018-03-16)Mar 16, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 800-441-7762reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-474-2737reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-882-0052reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/blackrockreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blackrock.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-339-4300reportedpublic record, Form ADV, Apr 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026