January 31, 2024
Aspiriant News
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As we bid farewell to another successful year and eagerly charge into the next, it is important for us to pause and reflect. We want to celebrate not only the accolades from the awards we have won in 2023, but also acknowledge our clients who inspire us to never rest on our laurels. They deserve a top-rated wealth management firm, one that listens to their needs at every stage of their life’s journey. We are committed to working tirelessly to be that firm for them.
As Aspiriant continues to receive recognition for our excellence, which we are truly proud of, we remain steadfast in our relentless pursuit of financial stewardship that is tailored to the unique needs and objectives of our clients. They serve as our compass. Always guiding us. Always inspiring us.
In February 2023, we were honored to receive the 2023 Best Private Wealth Manager over $5 billion – client service award from Private Asset Management (PAM), an independent panel of leading industry professionals from across the world. This prestigious award recognizes client service excellence among wealth managers, delivered through a consistent and proven commitment to aligning client planning with lifestyle objectives. “At Aspiriant one of our core values is we operate as one open unified team,” Director of Wealth Management Michael Weissman said. “So, it was truly an honor to receive recognition, represent our colleagues at the awards ceremony and take home the win.”
Aspiriant’s dedication to excellence was once again acknowledged by Barron’s when we were named on their list of the Top 100 RIA firms for 2023. Barron’s, a renowned publication, aims to raise standards in the industry by spotlighting the nation’s best wealth managers. This accomplishment serves as a testament to the tireless efforts of our team.
Forbes also recognized Aspiriant as one of the top RIA firms for 2023. Forbes’ rigorous methodology, which combines qualitative criteria and quantitative data, showcases our commitment to preserving our clients’ wealth over the long term.
In April 2023, Aspiriant was honored to be ranked number 18 on the top wealth management firms list by the San Diego Business Journal. Our ranking was by assets managed locally in the San Diego region for the fiscal year 2022. Our roots in San Diego continue to be strong while simultaneously offering customed and personalized services with offices in 11 cities nationwide.
We take great pride in the leadership of our Chief Executive Officer, Rob Francais, and our Chief Marketing Officer, Cammie Doder. Their outstanding contributions to the industry were acknowledged when they were named finalists for CEO of the Year and CMO of the Year by WealthManagement.com. These individuals have displayed vision and integrity in leading our firm through new challenges and opportunities.
We are delighted to announce that two members of our team, Ryan Benson and Ryan Nelson, were honored as Top Next-Gen Wealth Advisors by Forbes. We are proud to have them as part of our team as they are among the nation’s top financial advisors, representing the future of the wealth management industry.
It truly has been an honor to be recognized by so many elite financial industry awards. If you would like to speak with an award-winning wealth management team, here are a few ways you can get in touch with us.
Disclosures: Aspiriant did not pay a fee for consideration for any of the above awards.
The 2022 Private Asset Management Awards were determined by an independent panel of judges. See the PAM Awards website for more information on categories and criteria. 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 Barron’s methodology and this link for Forbes methodology. The date of the Barron’s award is October 1, 2023 for submission time period August 1, 2022 through July 30, 2023. The date of the Forbes award is October 10, 2023 for submission time period October 1, 2022 through September 30, 2023.
The San Diego Business Journal list of wealth management firms is ranked by local assets under management. The publication date is April 24, 2023 and the submission period is January 1, 2022 through December 31, 2022.
The Wealthmanagement.com 2023 Industry Awards are determined by an independent panel of judges. See the Wealth Management Industry Awards website for more information on categories and criteria. Aspiriant was notified of finalist status on June 1 based on accomplishments from May 2022 through May 2023. The date of this award is September 7, 2023.
Please see this link for the Forbes NexGen Wealth Advisors methodology. The Forbes NexGen Wealth Advisors list was published on August 8, 2023 for time period July 1, 2022 though June 30, 2023.
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