Aspiriant, LLC

Overview

Aspiriant, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and active in the wealth-management marketplace since 2008. The firm serves high‑net‑worth individuals and families as well as institutional clients, acting as both portfolio manager and capital allocator. Services listed in regulatory filings include comprehensive financial planning, portfolio management for individuals, small businesses and investment companies, pension consulting, selection of other advisers, and educational publications and seminars. Fee arrangements combine percentage‑of‑AUM billing with hourly and fixed‑fee work, and the firm identifies itself as an active ESG investor. Regulatory and industry recognition appears regularly in public materials: Aspiriant has been named in Barron’s Top 100 RIA lists across multiple years and has been featured in Forbes and FA Magazine rankings. The firm also notes business activity ties to accounting services and industry affiliations with law‑firm resources, which reflects a broader advisory and service platform beyond pure investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices