October 30, 2024
Aspiriant News
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At Aspiriant, we believe that wealth management goes beyond just numbers—it’s about helping families live their dreams and create lasting legacies. We’re honored to announce that, once again, our dedication has been recognized by two of the most respected names in the financial world—Forbes and Barron’s. As a top rated wealth management firm with award-winning wealth management services, we remain committed to offering thoughtful financial planning and investment strategies that help high-net-worth and ultra-high-net-worth families achieve their financial goals, while building lasting trust and relationships that define our approach to wealth management.
For the ninth consecutive year, Aspiriant has been named to Barron’s 2024 list of Top 100 Registered Investment Advisor (RIA) Firms, further solidifying our position as a top ranked wealth management firm. This honor reflects our commitment to delivering exceptional financial planning and investment management services. Barron’s evaluates firms based on several criteria, including assets under management, growth strategies, diversity and succession planning. This recognition highlights Aspiriant’s ongoing efforts to help clients build lasting legacies through thoughtful financial stewardship.
In addition to Barron’s, Aspiriant was also featured on Forbes’ list of America’s Top RIA Firms for 2024, emphasizing our role as a top ranked wealth management firm. Forbes, in partnership with SHOOK Research, ranks firms based on a combination of qualitative and quantitative factors, including client retention, best practices and industry expertise. This recognition reinforces Aspiriant’s standing as an independent wealth management firm and as a trusted partner for families looking to secure their wealth and plan for future generations.
We’re also proud to share that our commitment to excellence isn’t just reflected in our firm’s accolades, but in the individual achievements of our talented team. As a Silicon Valley financial advisor, Nayan Lapsiwala, CFP®, CAIA, CFA®, director in Wealth Management and partner, was honored by Money.com and the Financial Planning Association (FPA) as one of the Best Financial Planners for 2024-2025. This acknowledgment reflects Nayan’s dedication to delivering personalized financial advice and fostering strong client relationships. He continues to exemplify what it means to be one of Aspiriant’s top rated financial advisors.
As an Orange County financial advisor, Ryan Benson, CFP®, CPA, director in Wealth Management and partner, was featured on both Forbes’ Best-in-State Next-Gen Advisors and Forbes Best-in-State Wealth Advisors lists. Ryan’s client-first approach and expertise in wealth management have earned him recognition as a trusted advisor, demonstrating Aspiriant’s commitment to high standards in the industry.
These individual accolades are part of a larger pattern of recognition for Aspiriant’s deep bench of award-winning financial advisors. Earlier this year, several members of our team were honored in Forbes’ 2024 Best Wealth Advisors and Top Women Wealth Advisors lists. We are also proud of our CEO, Rob Francais, who was named a CEO of the Year finalist by WealthManagement.com. These acknowledgments showcase the depth of talent within our firm, reinforcing our position as a leader in the wealth management industry.
These honors from Forbes and Barron’s are more than just accolades—they serve as a testament to Aspiriant’s commitment to providing thoughtful, client-focused wealth management services. They also shine a light on our 100% employee ownership model, a unique differentiator in the wealth management industry that allows Aspiriant to align the goals of clients and employees and serve families for generations. For our current clients, these awards reaffirm the value of the relationship we’ve built together. For those considering a financial advisor, they signal Aspiriant’s proven track record of success in helping families achieve their long-term financial goals.
If you’re looking for a trusted partner to guide you through complex financial decisions, we are here to help. Our tailored financial strategies are designed to help you achieve your goals and build a lasting legacy. Talk with us to learn more about how Aspiriant’s wealth management services can support your financial journey.
Neither Aspiriant nor its employees paid a fee for consideration or placement on any of the awards mentioned.
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.
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.
The Forbes Best-in-State Next-Gen Advisors and Forbes Best-in-State Wealth Advisors lists were published on August 8, 2024, and July 1, 2024, respectively. Both lists cover accomplishments from July 1, 2023, through June 30, 2024. Please see these links for Forbes Best-in-State Next-Gen Advisors methodology and Forbes Best-in-State Wealth Advisors methodology.
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 7.01.23-6.30.24. The methodology can be found here.
The 2024 WealthManagement.com Industry Awards (the “Wealthies”) finalists were selected by a panel of independent judges. Criteria benchmarks included customer value, business equity, generating shareholder value, employee engagement, leadership development, industry respect, and promoting diversity. The submission period was from May 2023 to May 2024, with winners announced in September 2024.
The Forbes Top Advisor rankings were independently determined by SHOOK Research. Each advisor was selected based on a combination of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. The submission time period was from July 1, 2022, to June 30, 2023, with the award date in April 2024. Please see this link for more information on Forbes methodology.
The Forbes 2024 Top Women Wealth Advisors Best-In-State list was determined by an independent panel of judges. The submission time period was from October 1, 2022, through September 30, 2023, with the award date on February 8, 2024. Please see this link for Forbes methodology.
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