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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.
Aspiriant’s highest honors in 2023
- Best Private Wealth Manager Over $5 Billion Client Service Award by Private Asset Management (PAM)
- Barron’s 2023 Top 100 RIA firms
- Forbes 2023 Top RIA Firms
- Ranked in Top 20 Wealth Management Firms by San Diego Business Journal
- Finalists for CEO and CMO of the year by WealthManagement.com
- Forbes 2023 Top Next-Gen Wealth Advisors
Best private wealth manager over $5 billion client service award by Private Asset Management (PAM)
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.”
Barron’s 2023 top 100 RIA firms
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 2023 top RIA firms
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.
Top 20 wealth management firms by San Diego Business Journal
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.
Finalists for CEO and CMO of the year by WealthManagement.com
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.
Forbes 2023 top next-gen wealth advisors
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.
