Updated May 01, 2024
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Aspiriant

Investment Advisor Firm
Total assets under management$13B

About Aspiriant

Aspiriant is a nationally recognized wealth management firm committed to excellence and independence. With a focus on transparency, client-centricity, and conflict elimination, the firm distinguishes itself through a unique and sustainable business model. Specializing in comprehensive wealth planning and investment management, Aspiriant serves clients across the United States, particularly those navigating significant life transitions. The firm's 100% employee ownership underscores its dedication to longevity and client satisfaction. Aspiriant's story reflects an unconventional vision, emphasizing independence, talent retention, and personalized financial solutions.

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Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Financial Planning
  3. Investment Management
  4. Family Office
  5. Estate Planning
  6. Charitable Giving
  7. Tax Planning
  8. Risk Management
  9. Concentrated Stock Wealth
  10. Compensation Structuring
  11. Legacy Planning
  12. Succession Planning
  13. Wealth Transition
  14. Retirement Planning
  15. Insurance Review
  16. Foundation Management
  17. Bill & Debt Management
  18. and Stock Options

More about Aspiriant

DesignationsMinimum asset threshold
Investment Advisor FirmN/A
Firm CRD NumberNumber of advisors
14672093

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Aspiriant.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings