ASPIRIANT, LLC

RIASEC RegisteredEst. 2008

Total AUM

$18B

Discretionary

$14.7B

81% of AUM

Avg account

$1.5M

Accounts

12,173

Employees

218

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 146720
Registered since: April 8, 2008
Website: aspiriant.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.98%
Corporations / Businesses3.95%
Charitable Organizations1.79%
Individuals1.43%
Investment Companies0.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aspiriant, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2008. The firm describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core services span comprehensive financial planning and portfolio management for individuals, small businesses, investment companies and institutional clients, plus selection of outside managers, pension consulting, and educational publications and seminars. Aspiriant identifies as an active ESG investor and lists accounting as a business activity as well as industry ties to law firms. The firm has received recurring industry recognition from outlets such as Barron’s and Forbes (multiple years) and was included on other RIA firm listings in 2020–2025.