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 organized as an LLC; it has been SEC-registered since 2008. The firm serves high-net-worth individuals and families as well as institutional clients and positions itself as a capital allocator that blends advisory services with manager selection. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Service lines extend beyond portfolio management for individuals, small businesses and investment companies to financial planning, pension consulting, selection of outside advisers, and educational programming and publications. The firm reports business activity as an accountant and lists an industry affiliation with a law firm. Aspiriant identifies as an active ESG investor and has received multiple industry recognitions, including placements on Barron’s Top 100 RIA lists (2021–2025), Forbes Top RIA Firm lists (2022–2024, including America's Top RIA Firms in 2023) and a FA Magazine mention in 2020.