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We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Website http://www.aspiriant.com
Revenue $55.9 million
Funding $24.3 million
Employees 248 (206 on RocketReach)
Founded 2012
Address 11100 Santa Monica Blvd Ste 600, Los Angeles, California 90025, US
Phone +1 858-519-1892
Fax (415) 371-7801
Technologies
Industry Investment Management, Venture Capital & Private Equity, Financial Services, Comprehensive Wealth Management for Individuals and Families, Finance, Financial Planning, Estate Planning, Philanthropy, Tax Planning, Expense Management, Family Office Services, Risk Management, Managing Concentrated Stock Wealth
Web Rank 4 Million
Keywords Wealth Management, Financial Security, Financial Planning, Investment Management, Estate Planning, Retirement Planning, Wealth Advisory, Financial Advisory, Investment Advisory, Portfolio Management, Tax Planning, Financial Consulting, Investment Consulting, Private Wealth Management, Family Office Services, High Net Worth, Wealth Preservation, Legacy Planning, Charitable Giving, Trust Administration
Competitors J.P. Morgan, Fidelity Investments, Morgan Stanley, Northwestern Mutual, CTC Consulting, LPL Financial, Baird, Citibank Private Bank, Glenmede, Harris myCFO +28 more (view full list)
SIC SIC Code 628 Companies, SIC Code 67 Companies, SIC Code 679 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Aspiriant Questions

The Aspiriant annual revenue was $55.9 million in 2026.

Rob Francais is the CEO of Aspiriant.

206 people are employed at Aspiriant.

Aspiriant is based in Los Angeles, California.

The NAICS codes for Aspiriant are [52393, 523, 5239, 52].

The SIC codes for Aspiriant are [628, 67, 679, 62].

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