Aspiriant
TL;DR
Aspiriant has operated since 2008 and provides investment management, wealth planning and family office services to about 2,400 clients, mainly high-net-worth individuals and families.
$18.0 billion
Regulatory AUM
As of ADV filing 2026-08-21
12,173
Accounts / Clients
2,310 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
218
Team Size
employees, 105 advisory
18 yrs
Years Registered
First registered 2008
About Aspiriant
Aspiriant has operated since 2008 and provides investment management, wealth planning and family office services to about 2,400 clients, mainly high-net-worth individuals and families.
Office: 11100 Santa Monica Blvd, Suite 500, Los Angeles, CA 90025.
Best for: families wanting integrated planning, tax and investment management with a CFP and CPA team
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD146720
RegistrationSEC-registered
First registration2008
Regulatory AUM$18.0 billion
ADV filing date2026-08-21
Accounts12,173
Clients2,310 individual and high-net-worth clients
Employees218
Advisory employees105
Fee modelAdvisory fees; ADV 2A says no commissions from sponsors, fee-only not claimed
Minimum$14,000 minimum annual fee, waivable; emerging wealth tier available (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named on the Los Angeles team page
Source: SEC Investment Adviser Public Disclosure, CRD 146720, as of ADV filing 2026-08-21, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 1 of 10
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