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 that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered since 2008 and offers a mix of fee arrangements including percentage-of-AUM, hourly and fixed fees. Its advisory scope spans financial planning, discretionary portfolio management for individuals, businesses and investment companies, pension consulting and manager selection, plus client education and published market commentary. The firm is identified as an active ESG investor and lists accounting and law-firm affiliations among its business relationships. Aspiriant has appeared on multiple industry lists, including recognition from Barron's (Top 100 RIA Firms, 2021–2025), Forbes (Top RIA Firms and America’s Top RIAs, 2022–2024), and FA Magazine (Top RIA Firms, 2020).