A
$152.1B Total AUM
$152.1B Disc. AUM
40.8% 3Y CAGR
208 Employees
33,901 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2000
- Office Locations
- 1
Office Locations
Three Harbor Drive Suite 204 Sausalito CA
About Aperio Group, LLC
Aperio Group, LLC is an investment adviser offering managed account solutions focused on portfolio construction and asset management for retail and institutional channels. Public filings indicate SMA portfolios are primarily equity implemented with ETFs, with ESG/socially responsible and risk-managed approaches. Access and servicing run through BlackRock’s My Managed Accounts platform.
Team overview
-- AVG AGE
$1.7B AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
3.6 yrs AVG TENURE
208 Employees
88 Advisory Reps
27 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH GEORGE DEVICO
MANAGING DIRECTOR
- CRD
- #2808563
- Ownership
- Less than 5%
Available
Available
Available
C
CHARLES CHOON SIK PARK
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,125,253,086 | $4,487,338 |
| Non-Discretionary | $0 | -- |
| Total | $152,125,253,086 | $4,487,338 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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