Aspiriant, LLC

RIASEC Registered

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 and limited liability company that emphasizes wealth management for high-net-worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 2008) and operates as a capital allocator, combining financial planning and portfolio management services across individual, business and investment company accounts. Its advisory offering includes fee models based on a percentage of AUM as well as hourly and fixed fees, and the firm also publishes periodicals and runs educational seminars and workshops. Service capabilities listed in regulatory filings cover financial planning, discretionary and non‑discretionary portfolio management for individuals and institutions, pension consulting, selection of other advisers, and related communications. Aspiriant identifies as an active ESG investor and notes industry affiliations that include accounting and law-firm relationships. The firm has been recognized repeatedly in industry publications, including Barron’s and Forbes (Top 100 RIA lists across multiple years) and FA Magazine (Top RIA Firms in 2020).