Family Wealth Report Awards
Aspiriant did not pay a fee for inclusion in this award. Date of award: May 8, 2025, for a time period of the prior 18 months. Please see this link for methodology.
Forbes Best in State Wealth Advisors Awards
Aspiriant did not pay a fee for inclusion in this award. The award was announced April 8, 2025, for the review period July 1, 2023 through June 30, 2024. Please see this link for methodology.
Forbes Top Women Wealth Advisors Awards
Aspiriant did not pay a fee for inclusion in this award. The date of award is February 11, 2025, and it is based on the submission time period October 1, 2023, through September 30, 2024. Please see this link for methodology.
Barron’s Top RIA Firms
Aspiriant did not pay a fee for inclusion in this award. The Barron’s 2024 Top 100 RIA Firms list was based on quantitative and qualitative criteria, including assets under management, technology, staff diversity, and succession planning. The submission time period was from August 1, 2023, through July 30, 2024, with the award date on October 1, 2024. Please see this link for Barron’s methodology.
Forbes Top RIA Firms
Aspiriant did not pay a fee for inclusion in this award. The Forbes 2024 America’s Top RIA Firms list, in partnership with SHOOK Research, is based on a combination of qualitative and quantitative factors, including client retention, industry experience, and best practices. The submission time period was from October 1, 2023, to September 30, 2024, with the award date in October 2024. Please see this link for Forbes methodology.
Money.com and FPA Best Financial Planner Award
Aspiriant did not pay a fee for inclusion in this award. The Money.com and FPA Best Financial Planners award was determined through surveys of over 1,000 financial planners, evaluating qualifications, trust, services, and customer service. The list was published on September 19, 2024 for time period July 1, 2023, to June 30, 2024. Please see this link for methodology.
Forbes Best in State Wealth Advisors Awards
Aspiriant did not pay a fee for inclusion in this award. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Time period July 1, 2022, to June 30, 2023. Award date April 2024. Please see this link for methodology.
Barron’s Top RIA Firms
Aspiriant did not pay a fee for inclusion in this award. The Barron’s 2024 Top 100 RIA Firms list was based on quantitative and qualitative criteria, including assets under management, technology, staff diversity and succession planning. The date of the Barron’s award is October 1, 2023, for submission time period August 1, 2022 through July 30, 2023. Please see this link for Barron’s methodology.
Forbes Top RIA Firms
Aspiriant did not pay a fee for inclusion in this award. The Forbes 2023 America’s Top RIA Firms list, in partnership with SHOOK Research, is based on a combination of qualitative and quantitative factors, including client retention, industry experience, and best practices. The date of the Forbes award is October 10, 2023 for submission time period October 1, 2022 through September 30, 2023. Please see this link for Forbes methodology.
FA Magazine 2023 Ranking
Aspiriant did not pay a fee for inclusion in this ranking. This is a ranking by AUM for time period calendar year 2022.
Forbes Top NextGen Advisors
Aspiriant did not pay a fee for inclusion in this award. The Forbes NexGen Wealth Advisors list was published on August 8, 2023 for time period July 1, 2022 though June 30, 2023. Please see this link for the Forbes NexGen Wealth Advisors methodology.
Asset Management Best Private Wealth Manager over $5bn Client Service
Aspiriant did not pay a fee for inclusion in this award. The 2022 Private Asset Management Awards were determined by an independent panel of judges. The date of this award is February 9, 2023 and for submission time period July 1, 2021 through June 30, 2022. Please see this link for methodology.
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