Financial Times Names Aspiriant a Top Advisor

The Financial Times has once again named Aspiriant one of the Top 300 Financial Advisors of 2018.

Aspiriant, which manages over $12 billion for individuals and families throughout the U.S., ranks among a prestigious roster of Registered Investment Advisers.

“We are very pleased to be recognized again by Financial Times as a leading RIA firm,” said Aspiriant CEO Rob Francais. “The honor signifies that we are not only growing bigger, but also stronger, for the benefit of our valued clients for generations to come.”

Financial Times graded RIA firm applications on a set of criteria including assets under management, AUM growth rate, years of existence, compliance records and the advisor team’s advanced industry credentials.

Aspiriant partnersLisa Colletti and Michael Weissman received the award on behalf of the company during a ceremony in New York City on June 28.

Read the FT story.

Disclosure: Neither Aspiriant nor its employees paid a fee in exchange for inclusion in this award. An RIA firm must submit an application in order to be considered for the ranking. Applicants are run through award proprietary scoring methodology where they are graded on the 6 factors below. AUM accounts for an average of 70 to 75 percent of each adviser’s score. Also, asset growth accounted for an average of 15 percent. Judging factors include: AUM, AUM growth rate, companies’ years in existence, compliance record, industry certifications (CFA, CFP, etc) of staff and online accessibility.

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