October 21, 2020
Acknowledging that top wealth advisor firms need to adjust to the challenges of today, the rankings formula includes several new metrics: employee diversity, succession planning and technology spending. Barron’s also expanded the list from 50 to 100 spots this year.
“Our inclusion as a top-rated wealth management firm reflects our deep commitment to serving clients, our independent and transparent ownership model, and the importance we place on diversity,” said Aspiriant CEO Rob Francais.
Succession planning remains a high priority for many wealth management firm owners, as industry consolidation has increased in 2020 and firms are pushed to modernize in order to best serve clients. Importantly, our 100% employee-owned, independent ownership model attracts and retains exceptionally talented people and gives them the opportunity to build something long-term and grow with the firm. Our business model also allows for the alignment of interests between our advisors, the clients we serve, and other wealth management firms that fold in with us.
Barron’s rankings can help in the process of finding the right financial advisor. Our dedicated wealth managers, holding a wide range of professional designations, are committed to serving multigenerational families who want to connect their financial goals with their values through our Total Wealth Management and Exclusive Family Office services.
This is just our latest recognition by industry peers and experts. Aspiriant advisors have been honored by the Barron’s list of Top 1,200 U.S. Financial Advisors, the Barron’s Hall of Fame, the Forbes Best-in-State ranking, the Forbes Top Next-Gen Advisors ranking, and the Family Wealth Report for Women in Wealth Management.
Disclosures: No fees were paid in exchange for inclusion in this ranking. For judging methodology, please view the ranking.
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