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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2000
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 22, 2025 and April 2, 2026, reported AUM increased 36.5%, from $111.4B to $152.1B.
Across 5 reported observations, AUM increased 181.0% between March 14, 2022 and April 2, 2026, from $54.1B to $152.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 88 advisory representatives and 33,901 clients, or 385.2 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
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- Custodian
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Owner & Executives
JOSEPH GEORGE DEVICO
MANAGING DIRECTOR
- CRD
- #2808563
- Ownership
- Less than 5%
CHARLES CHOON SIK PARK
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Aperio Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aperio Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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