Aspiriant
Aspiriant is a 100% employee-owned, independent registered investment adviser founded in 2008 and headquartered in Los Angeles, providing Total Wealth Management and Exclusive Family Office services to roughly 2,200 high-net-worth and ultra-high-net-worth households across the United States with $17B in AUM.
- Company typePrivate
- Founded2008
- HeadquartersLos Angeles, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Aspiriant does
Aspiriant, LLC is an independent, 100% employee-owned registered investment adviser (RIA) founded in 2008 and headquartered in Los Angeles. The firm provides wealth management services to approximately 2,200 high-net-worth and ultra-high-net-worth individuals and families across 45–47 U.S. states, managing roughly $17 billion in assets under management across 10 offices. Its service portfolio is organized into two tiers: Aspiriant Total Wealth Management and Aspiriant Exclusive Family Office, supported by in-house modules covering wealth planning, investment management, risk management, tax planning and compliance, estate planning, philanthropy, and—for family office clients—accounting, banking, tax compliance, and family governance.
The firm operates a high-touch, relationship-driven distribution model in which each client is served by a dedicated advisor team with access to multi-disciplinary in-house specialists. Pricing is not publicly disclosed but is structured as a recurring advisory fee typically tied to a percentage of assets under management (AUM). Growth has been driven both organically and through a series of mergers that expanded Aspiriant's geographic and talent footprint: Deloitte's national investment practice (2010), Hokanson Associates (2015), Glowacki Group (2016), Stanford Investment Group (2017), HearthStone Private Wealth Management (2021), and Murray, Stok & Co. (2022). Leadership includes CEO Rob Francais, CIO John Allen, CFO Doug Hendrickson, CCO Shanda Gentry, and a broader partner cohort of approximately 80 employee-owners representing roughly one-third of the 230+ headcount.
Aspiriant's brand is reinforced by recurring recognition from Forbes, Barron's, Private Asset Management, Family Wealth Report, and Financial Advisor Magazine, alongside content channels such as the Fathom blog and Money Tales podcast. The firm maintains no disclosed AI/ML product capability, has no parent company or external private-equity backing, and reports no public revenue, relying instead on AUM-based advisory fees as its primary revenue stream.
Aspiriant firmographics
Firmographics- Name
- Aspiriant
- Legal name
- Aspiriant, LLC
- Website
- https://aspiriant.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Aspiriant is a 100% employee-owned, independent registered investment adviser founded in 2008 and headquartered in Los Angeles, providing Total Wealth Management and Exclusive Family Office services to roughly 2,200 high-net-worth and ultra-high-net-worth households across the United States with $17B in AUM.
- Ownership category
- akta.pro rank
Aspiriant industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where Aspiriant is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices10 records
Markets served
Aspiriant business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Services: Aspiriant generates revenue through comprehensive wealth management and advisory fees, typically charged as a percentage of assets under management (AUM). As a registered investment advisor, the firm provides holistic financial planning, investment management, tax planning, estate planning, and family office services to high-net-worth clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Aspiriant product offering
Product offeringCore offering
Aspiriant is an independent wealth management firm offering two core service tiers: Aspiriant Total Wealth Management and Aspiriant Exclusive Family Office. Total Wealth Management integrates financial planning, investment management, risk management, tax planning, estate planning, and philanthropy services for high-net-worth individuals and families. The Exclusive Family Office adds centralized accounting, banking, tax filing, family governance, and enhanced reporting for ultra-high-net-worth families. The firm operates as a registered investment advisor, charging fees based on a percentage of assets under management.
Product overview
Aspiriant is a leading independent wealth management firm offering two primary service tiers: Aspiriant Total Wealth Management and Aspiriant Exclusive Family Office. The Total Wealth Management service provides integrated financial planning, investment management, risk management, tax planning, estate planning, and philanthropy services. The Exclusive Family Office delivers elevated, super-deluxe services for ultra-high-net-worth families, centralizing all financial operations including accounting, banking, tax compliance, family governance, and enhanced reporting. Additional resources include the Fathom Blog for educational content and the Money Tales Podcast for financial insights.
Differentiator
Problem solved
Functional benefit
Brands
- Total Wealth Management: Core wealth planning and investment management service combining financial planning, investment strategy, and ongoing execution
- Exclusive Family Office
- Money Tales Podcast
- Fathom
Products and services
- Aspiriant Total Wealth Management
Companies that use Aspiriant
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Aspiriant technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Aspiriant partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Laurie FlennercoreNew partner promotion to employee ownership group bringing expertise in engagement and development. Represents Los Angeles office.
Scale indicators6 records
Recent moves5 records
Expansion highlights4 records
Aspiriant competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: One of the largest U.S. multi-family offices serving UHNW families with integrated investment management, wealth planning, and family office services. Direct competitor in the same client segment and service model as Aspiriant's Exclusive Family Office.
- Pathstone: Independent, partner-owned multi-family office and RIA serving UHNW families with comprehensive wealth management. Closely mirrors Aspiriant's employee-ownership model, integrated service offering, and exclusive family office positioning.
- Mariner Wealth Advisors: Large independent RIA offering wealth advisory, tax, estate, and family office services to HNW and UHNW clients. Comparable in scale, service breadth, and M&A-driven growth strategy.
- Creative Planning: One of the largest U.S. independent RIAs, providing holistic financial planning, investment management, tax, and estate services to HNW households. Direct peer on size, service mix, and acquisition-led expansion.
- Cambridge Associates: Global investment advisory firm serving UHNW families, endowments, and foundations with discretionary portfolio management and wealth planning. Comparable to Aspiriant's investment management and multi-family office offering.
- Cresset Capital Management: Independent, family-founded multi-family office providing investment management, wealth planning, and family office services to UHNW families. Closely matches Aspiriant's Exclusive Family Office product and client profile.
- Cerity Partners: Independent wealth management and multi-family office platform serving HNW and UHNW clients with integrated financial planning, tax, and investment services. Comparable in scale, service breadth, and acquisition-led growth.
Broad incumbents
- Brown Brothers Harriman & Co. Long-standing private partnership providing private banking, investment management, and wealth advisory services to UHNW families. Overlaps with Aspiriant's wealth management and family office service lines but operates at larger scale and as part of a broader financial services franchise.
- Goldman Sachs Personal Financial Management: Wealth management division of a global investment bank serving HNW and UHNW households with investment advisory, planning, and banking solutions. Competes with Aspiriant for the same client segments but with substantially greater balance sheet, brand, and platform resources.
- J.P. Morgan Private Bank: Global private bank providing investment management, wealth planning, lending, and banking services to UHNW clients. Competes for Aspiriant's target clientele with institutional-scale capabilities and brand reach.
Market position
Strengths5 records
Weaknesses3 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Aspiriant social profiles
Digital presenceAspiriant financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aspiriant leadership team
Management profileNumber of profiles
Profiles19 records
Aspiriant funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aspiriant M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aspiriant
What does Aspiriant do?
Aspiriant is an independent wealth management firm offering two core service tiers: Aspiriant Total Wealth Management and Aspiriant Exclusive Family Office. Total Wealth Management integrates financial planning, investment management, risk management, tax planning, estate planning, and philanthropy services for high-net-worth individuals and families. The Exclusive Family Office adds centralized accounting, banking, tax filing, family governance, and enhanced reporting for ultra-high-net-worth families. The firm operates as a registered investment advisor, charging fees based on a percentage of assets under management.
Is Aspiriant a public or private company?
Aspiriant is a private company. It is classified as management employee owned and is currently operating.
When was Aspiriant founded?
Aspiriant was founded in 2008. It employs 101 to 250 people.
Where is Aspiriant based?
Aspiriant is headquartered in Los Angeles, United States, in the North America region.
How does Aspiriant make money?
One revenue line is on record: wealth Management Services.
Who are Aspiriant's main competitors?
Direct peers on record are Bessemer Trust, Pathstone, Mariner Wealth Advisors, Creative Planning, Cambridge Associates, Cresset Capital Management and Cerity Partners. Broad incumbents are Brown Brothers Harriman & Co., Goldman Sachs Personal Financial Management and J.P. Morgan Private Bank.
Does Aspiriant have an API?
No public API is recorded for Aspiriant.
What industry is Aspiriant in?
Aspiriant's product category is Wealth Management Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 52394 and its SIC code is 6282.