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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.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Financial Planning
- Investment Management
- Family Office
- Estate Planning
- Charitable Giving
- Tax Planning
- Risk Management
- Concentrated Stock Wealth
- Compensation Structuring
- Legacy Planning
- Succession Planning
- Wealth Transition
- Retirement Planning
- Insurance Review
- Foundation Management
- Bill & Debt Management
- and Stock Options
More about Aspiriant
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 146720 | 93 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto 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.