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
Aprio Wealth Management, LLC
Latest filing Aug 18, 2026
First filing on the tape Jan 23, 2012 · 67 filings
SEC status approved since Jul 9, 2004
RAUM
$4.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
92%
$3.8B individuals and HNW
Advisors
38
registered through the firm on IAPD
RAUM per advisor
$109M
derived; firm RAUM over IAPD count
Employees
55
32 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
0
reported on Schedule D
History
67 filings and snapshots on the tape
RAUM$4.2B as of Aug 18, 2026
Mar 30, 2012$382M then
HNW client RAUM$3.6B as of Aug 18, 2026
Mar 19, 2018$170M then
State-registered IARs (5.B.3)34 as of Aug 18, 2026
Mar 20, 201311 then
Employees (5.A)55 as of Aug 18, 2026
Mar 20, 201316 then
Private funds: no history
RAUM +58% over the last fiscal year+47% a year over threeIARs 24 to 34offices 13 to 10
Practice profile
derived from the filing of Aug 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $109MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $790,195derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 3.5derived11 offices incl. principal (1.F.5)
- RAUM growth, one year
- +58%derivedbetween the last two annual amendments
- Advisor growth, one year
- +42%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +139%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Custody
- $1.6B, 833 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.6B86%
- Individuals$247M5.9%
- Pension and profit-sharing plans$163M3.9%
- Corporations and businesses$162M3.9%
- Charitable organizations$18.3M0.4%
- Individual clients
- 882reported
- HNW clients
- 710reported
- Pension plan clients
- 78reported
- Charitable clients
- 18reported
- Accounts
- 5,258reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 833 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
38 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Keith M Greenwald | Greenwood Village, Co | Mar 4, 2014 | 21 y | 0 |
| Davi KutnerCertified Financial Planner | Atlanta, Ga | Sep 15, 2015 | 22 y | 4 |
| Michael Stephen Saulnier | Atlanta, Ga | Nov 18, 2015 | 12 y | 0 |
| Marc LevenCertified Financial Planner | Atlanta, Ga | Jul 29, 2019 | 15 y | 2 |
| John Andrew Bly | Atlanta, Ga | Nov 26, 2019 | 22 y | 2 |
| Phillipe Alexander ToupinCertified Financial Planner | Matthews, Nc | Feb 25, 2020 | 13 y | 1 |
| Scott Joseph BarnasCertified Financial Planner, Chartered Financial Consultant | Atlanta, Ga | Apr 13, 2021 | 29 y | 5 |
| Richard Herman Schriefer | Atlanta, Ga | Apr 19, 2021 | 28 y | 1 |
| Adam Mitchell VenokurCertified Financial Planner, Personal Financial Specialist | Atlanta, Ga | Apr 19, 2021 | 26 y | 1 |
| Simeon Roth WallisChartered Financial Analyst | Atlanta, Ga | May 31, 2022 | 21 y | 0 |
| Angela Marie Chaney | Atlanta, Ga | Jun 9, 2023 | 11 y | 0 |
| Mary Leila Beford | Atlanta, Ga | Nov 16, 2023 | 12 y | 0 |
| Matthew Joseph Miller | Atlanta, Ga | Jan 25, 2024 | 13 y | 5 |
| Haley Brooke PattersonCertified Financial Planner | Atlanta, Ga | May 9, 2024 | 15 y | 2 |
| Srbo Nmn RadisavljevicCertified Financial Planner | Schaumburg, Il | Jan 17, 2025 | 29 y | 5 |
| Noah Benjamin MarellCertified Financial Planner | Atlanta, Ga | Mar 28, 2025 | 16 y | 4 |
| John Dalton Lutz | Atlanta, Ga | Jul 23, 2025 | 27 y | 0 |
| Dylan Matthew SandersCertified Financial Planner | Atlanta, Ga | Oct 17, 2025 | 11 y | 0 |
| William Landis Westenberger | Atlanta, Ga | Oct 30, 2025 | 26 y | 1 |
| Timothy Brian ShmidlCertified Financial Planner | Overland Park, Ks | Nov 5, 2025 | 37 y | 1 |
| Randy A SchallerCertified Financial Planner | Atlanta, Ga | Nov 5, 2025 | 18 y | 3 |
| Eric William FlynnChartered Financial Analyst | Bozeman, Mt | Nov 10, 2025 | 24 y | 5 |
| Amanda Louise BrownCertified Financial Planner | Atlanta, Ga | Nov 12, 2025 | 11 y | 1 |
| Christopher Dean Guinther | Atlanta, Ga | Nov 13, 2025 | 23 y | 2 |
| Daniel William WilsonCertified Financial Planner | Atlanta, Ga | Jan 1, 2026 | 29 y | 7 |
| Marci Jo Kerr | Atlanta, Ga | Jan 1, 2026 | 12 y | 1 |
| Warren Russell NashCertified Financial Planner | Atlanta, Ga | Jan 1, 2026 | 10 y | 0 |
| Victor Myron KrasijChartered Financial Analyst | Atlanta, Ga | Jan 2, 2026 | 13 y | 0 |
| John Patrick BohanCertified Financial Planner | Littleton, Co | Jan 9, 2026 | 19 y | 5 |
| James Randolph LovingChartered Financial Analyst | Atlanta, Ga | Jan 20, 2026 | 11 y | 1 |
| Caroline Paun DougherCertified Financial Planner | Nashville, Tn | Jan 20, 2026 | 21 y | 4 |
| Ryan Van BlarcomCertified Financial Planner | Atlanta, Ga | Jan 21, 2026 | 11 y | 1 |
| Kyle Robert OmeryCertified Financial Planner | Chicago, Il | May 18, 2026 | 10 y | 0 |
| Hayden McconnellCertified Financial Planner | Atlanta, Ga | May 19, 2026 | 10 y | 2 |
| Raine A Ayers | Atlanta, Ga | May 19, 2026 | 14 y | 4 |
| Isaac David DickeyCertified Financial Planner | Atlanta, Ga | May 20, 2026 | 11 y | 0 |
| Danielle Marie ReitzCertified Financial Planner | Atlanta, Ga | Jun 11, 2026 | 28 y | 3 |
| Brian Shane AllenCertified Financial Planner | Atlanta, Ga | Jul 10, 2026 | 15 y | 2 |
Advisor movement
4 left, 17 joined in 12 months
net +13 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 11% of current headcount4 left over 36 months
Left, latest
- Charles Henry Koch to Quantum Financial Partners LLCApr 23, 2026 · RIA to RIA
- William Gregory Whittaker Jr. to Creative PlanningMar 10, 2026 · RIA to RIA
- Adam James Niestradt to Ritholtz Wealth ManagementFeb 6, 2026 · RIA to RIA
- William Cory Archibald to Maripau Wealth Management LLCNov 14, 2025 · RIA to RIA
- Violet Amaranth Hungerford to Helium Advisors LLCAug 31, 2022 · RIA to RIA
- Kelly Manning Rodriguez to United Capital Financial AdvisorsSep 19, 2018 · RIA to RIA
- Paul Matthew Damm to Mrp Capital Investments, LLCSep 25, 2015 · Other
- David Shane Austin to Morgan StanleyApr 8, 2014 · Other
- Christopher Jameson Wynne to Morgan StanleyApr 8, 2014 · Other
- Cortney Lynn Rice to Morgan StanleyApr 8, 2014 · Other
- Niraj Nicholas Bhandari to Morgan StanleyApr 8, 2014 · Other
- Heather Ellise Murphy to Morgan StanleyApr 8, 2014 · Other
- Dorothy Stanton to Morgan StanleyApr 8, 2014 · Other
- Lisa Taranto Schiffer to Morgan StanleyApr 8, 2014 · Other
- Shelly D. Walton to Morgan StanleyApr 8, 2014 · Other
Joined, latest
- Brian Shane Allen from Mio Partners, Inc.Jul 10, 2026 · Other
- Danielle Marie Reitz from FacetJun 11, 2026 · RIA to RIA
- Raine A Ayers from Ameriprise Financial Services, LLCMay 19, 2026 · Affiliated broker-dealer or bank to independent RIA
- Hayden Mcconnell from Wells Fargo AdvisorsMay 19, 2026 · Wirehouse to independent RIA
- Ryan Van Blarcom from Annex Wealth Management, LLCJan 21, 2026 · RIA to RIA
- Caroline Paun Dougher from Mercer Global Advisors Inc.Jan 20, 2026 · RIA to RIA
- James Randolph Loving from MontagJan 20, 2026 · RIA to RIA
- John Patrick Bohan from Prism Financial Group, L.L.C.Jan 9, 2026 · RIA to RIA
- Daniel William Wilson from Annex Wealth Management, LLCJan 1, 2026 · RIA to RIA
- Marci Jo Kerr from Fnb Wealth ManagementJan 1, 2026 · Other
- Christopher Dean Guinther from MontagNov 13, 2025 · RIA to RIA
- Amanda Louise Brown from Prism Financial Group, L.L.C.Nov 12, 2025 · RIA to RIA
- Eric William Flynn from Compound Planning, Inc.Nov 10, 2025 · RIA to RIA
- Charles Henry Koch from Prism Financial Group, L.L.C.Nov 5, 2025 · RIA to RIA
- Timothy Brian Shmidl from Prism Financial Group, L.L.C.Nov 5, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Prism Financial Group, L.L.C.Dec 3, 2025 · Overland Park, Ks · Firm absorbed
- 2 joined from Equitable Advisors, LLCMay 5, 2021 · New York, Ny
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M Keith Greenwald · Managing Directorcontrolsince 04/2014 · owns less than 5%
- Lynne Courtney Holt · Chief Compliance Officersince 01/2026 · owns less than 5%
- Benjamin Noah Marell · Coosince 03/2025 · owns less than 5%
- Richard Kopelman · Ceo Of The Managing Membersince 08/2024 · owns F of Aprio Capital Partners, LLC
Entity owners
- Aprio Capital Partners, LLC · Managing Memberdirect · owns 75% or more
- Aprio Advisory Group, LLC · Memberindirect · owns 75% or more of Aprio Capital Partners, LLC
Related persons
Schedule D 7.A
- Aprio Risk Management LLCreal estaten
- Aprio, Llpinsurancey
- Lsmpt Financial Advisors, LLCinvestment advisery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 38 | 21 | 3 | ||
| Overland Park, Ks | 4 | 4 | 0 | ||
| Matthews, Nc | 2 | 0 | 0 | ||
| Nashville, Tn | 2 | 2 | 0 | ||
| New York, Ny | 2 | 0 | 0 | ||
| Cincinnati, Oh | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- Matthews, NC2 employees
- Denver, CO1 employees
- Fairfield, NJ1 employees
- Nashville, TN1 employees
- Newberry, FL1 employees
- Rockville, MD1 employees
- Boise, ID1 employees
- , 1 employees
- Chula Vista, CA1 employees
ADV anomalies
8 against comparable advisers; where to look, not conclusions
- institutional to wealth shiftCombination · filing Apr 20, 2026institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $2,635,136,991 to $4,154,843,929, advisors 24 to 34, private clients 665 to 1592, offices 13 to 10 (2025-04-21 to 2026-04-20)peers: independent wealth managers, $1B to $5B (1,360)
- account count surgeChange between filings · filing Apr 20, 2026accounts (Item 5.F.2.f) moved from 2,269.0 to 5,258.0 (+132.0%) between the annual amendments of 2025-04-21 and 2026-04-20; the peer median change was +6.0% (1206 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 97% percentile
- client count surgeChange between filings · filing Apr 20, 2026individual and HNW clients (Item 5.D) moved from 665.0 to 1,592.0 (+139.0%) between the annual amendments of 2025-04-21 and 2026-04-20; the peer median change was +5.0% (1132 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 99% percentile
- client mix shiftChange between filings · filing Apr 20, 2026private-client share of RAUM moved from 59.0% to 92.0% between the annual amendments of 2025-04-21 and 2026-04-20peers: independent wealth managers, $1B to $5B (1,360)
- discretionary share shiftChange between filings · filing Apr 20, 2026discretionary share of RAUM moved from 61.0% to 100.0% between the annual amendments of 2025-04-21 and 2026-04-20peers: independent wealth managers, $1B to $5B (1,360)
- HNW share shiftChange between filings · filing Apr 20, 2026HNW share of RAUM moved from 41.0% to 86.0% between the annual amendments of 2025-04-21 and 2026-04-20peers: independent wealth managers, $1B to $5B (1,360)
- institutional asset share shiftChange between filings · filing Apr 20, 2026institutional share of RAUM moved from 41.0% to 8.0% between the annual amendments of 2025-04-21 and 2026-04-20peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 50 %Change between filings · filing Apr 20, 2026RAUM (Item 5.F) moved from $2,635,136,991 to $4,154,843,929 (+58.0%) between the annual amendments of 2025-04-21 and 2026-04-20; the peer median change was +17.0% (1297 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 94% percentile
What changed
consecutive filings, newest first
- Other offices · 15 to 10Mar 31, 2026 to Apr 20, 2026
- Accounts · 2,269 to 5,258Feb 3, 2026 to Mar 31, 2026
- Advisory employees · 24 to 32Feb 3, 2026 to Mar 31, 2026
- Charity clients · 4 to 18Feb 3, 2026 to Mar 31, 2026
- Corporate clients · 10 to 11Feb 3, 2026 to Mar 31, 2026
- HNW clients · 168 to 710Feb 3, 2026 to Mar 31, 2026
- Individual clients · 497 to 882Feb 3, 2026 to Mar 31, 2026
- Pension plan clients · 267 to 78Feb 3, 2026 to Mar 31, 2026
- Assets in custody · $1.1B to $1.6BFeb 3, 2026 to Mar 31, 2026
- Employees · 37 to 55Feb 3, 2026 to Mar 31, 2026
- Financial planning clients · 11-25 to 51-100Feb 3, 2026 to Mar 31, 2026
- State-registered IARs · 24 to 34Feb 3, 2026 to Mar 31, 2026
- Other offices · 14 to 15Feb 3, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $4.2BFeb 3, 2026 to Mar 31, 2026
- HNW RAUM · $1.1B to $3.6BFeb 3, 2026 to Mar 31, 2026
- Individual RAUM · $481M to $247MFeb 3, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $1.0B to $0Feb 3, 2026 to Mar 31, 2026
- Pension RAUM · $1.1B to $163MFeb 3, 2026 to Mar 31, 2026
- RAUM · $2.6B to $4.2BFeb 3, 2026 to Mar 31, 2026
- Other offices · 13 to 14Jun 12, 2025 to Nov 6, 2025
- Financial planning clients · 11-25 to 11-25Apr 21, 2025 to Jun 12, 2025
- Accounts · 2,121 to 2,269Jan 16, 2025 to Apr 21, 2025
- Advisory employees · 23 to 24Jan 16, 2025 to Apr 21, 2025
- Corporate clients · 7 to 10Jan 16, 2025 to Apr 21, 2025
- HNW clients · 152 to 168Jan 16, 2025 to Apr 21, 2025
- Individual clients · 429 to 497Jan 16, 2025 to Apr 21, 2025
- Pension plan clients · 247 to 267Jan 16, 2025 to Apr 21, 2025
- Assets in custody · $199M to $1.1BJan 16, 2025 to Apr 21, 2025
- Employees · 30 to 37Jan 16, 2025 to Apr 21, 2025
- Financial planning clients · 26-50 to 11-25Jan 16, 2025 to Apr 21, 2025
- State-registered IARs · 23 to 24Jan 16, 2025 to Apr 21, 2025
- Other offices · 12 to 13Jan 16, 2025 to Apr 21, 2025
- Discretionary RAUM · $1.0B to $1.6BJan 16, 2025 to Apr 21, 2025
- HNW RAUM · $620M to $1.1BJan 16, 2025 to Apr 21, 2025
- Individual RAUM · $352M to $481MJan 16, 2025 to Apr 21, 2025
- Non-discretionary RAUM · $826M to $1.0BJan 16, 2025 to Apr 21, 2025
- Pension RAUM · $844M to $1.1BJan 16, 2025 to Apr 21, 2025
- RAUM · $1.8B to $2.6BJan 16, 2025 to Apr 21, 2025
- Other offices · 11 to 12Nov 19, 2024 to Jan 16, 2025
- BD registered reps · 2 to 0Nov 5, 2024 to Nov 19, 2024
Signals
18 dated events
- Charles Henry Koch left Aprio Wealth Management, Llc for Quantum Financial Partners Llc (registered 2026-04-17)Apr 23, 2026 · Advisor changed firm · fact
- Aprio Wealth Management, Llc reported 10 offices beyond its principal office, down from 15 (2026-03-31 to 2026-04-20)Apr 20, 2026 · Office count change · derived
- Aprio Wealth Management, Llc reported 34 state-registered advisory representatives, up from 24 (2026-02-03 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- Aprio Wealth Management, Llc reported RAUM $4.2B, up 58% from $2.6B (2026-02-03 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- William Gregory Whittaker Jr. left Aprio Wealth Management, Llc for Creative Planning (registered 2026-05-29)Mar 10, 2026 · Advisor changed firm · fact
- Adam James Niestradt left Aprio Wealth Management, Llc for Ritholtz Wealth Management (registered 2026-01-27)Feb 6, 2026 · Advisor changed firm · fact
- Prism Financial Group, L.L.C.'s advisors moved to Aprio Wealth Management, LLC (Overland Park, KS): 5 of 5 registered, on the same dayDec 3, 2025 · Firm absorbed (people side) · derived
- William Cory Archibald left Aprio Wealth Management, Llc for Maripau Wealth Management Llc (registered 2026-03-16)Nov 14, 2025 · Advisor changed firm · fact
- Aprio Wealth Management, Llc reported RAUM $2.6B, up 44% from $1.8B (2025-01-16 to 2025-04-21)Apr 21, 2025 · RAUM change · derived
- Aprio Wealth Management, Llc reported RAUM $1.8B, up 39% from $1.3B (2024-02-07 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Aprio Wealth Management, Llc reported 12 offices beyond its principal office, up from 6 (2023-03-03 to 2023-03-31)Mar 31, 2023 · Office count change · derived
- Violet Amaranth Hungerford left Aprio Wealth Management, Llc for Helium Advisors Llc (registered 2022-12-09)Aug 31, 2022 · Advisor changed firm · fact
- Aprio Wealth Management, Llc reported RAUM $1.3B, up 44% from $912.5M (2021-03-31 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Aprio Wealth Management, Llc reported RAUM $912.5M, up 30% from $703.2M (2020-12-22 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Aprio Wealth Management, Llc reported RAUM $703.2M, up 41% from $500.3M (2020-01-16 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- A Deborah Powell (Chief Compliance Officer, Director Of Operations) no longer on Schedule A of Aprio Wealth Management, Llc (listed 2019-11-26, absent 2020-01-16)Jan 16, 2020 · Control person left · inference
- Aprio Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 6, 2018 · Succession (Item 4) · fact
- Aprio Wealth Management, Llc reported RAUM $444.3M, up 30% from $341.0M (2017-04-13 to 2018-03-19)Mar 19, 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
- Firm profile
- linkedin.com/company/aprioreportedpublic record, Form ADV, Sep 17, 2026
- Website
- WEALTH.APRIO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-892-9651reportedpublic record, Form ADV, Aug 18, 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
- $109Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026