Inside Aspiriant

12 Aspiriant Partners: Best Wealth Advisors on Forbes’ 2024 List

April 3, 2024

default author

Aspiriant News



Forbes 2024 Best-In-State Wealth Advisors

We’re honored to announce that our esteemed colleagues have once again been recognized on Forbes’ prestigious Best-in-State Wealth Advisors list. We are incredibly proud of our team’s consistency – all 12 finalists for 2024 have previously received recognition from Forbes on their Best-in-State Wealth Advisors lists in years past.

Navigating the rigorous Forbes evaluation process amidst thousands of other wealth advisors across the nation is no small feat. Yet, our consistent presence on Forbes’ lists offers reassurance to both existing clients and those seeking a trusted, top-rated wealth management firm.

Rest assured you are partnering with experienced financial planners who adhere to best practices and prioritize clients’ financial goals by providing holistic Total Wealth Management services that evolve alongside your changing needs over your lifetime.

Independent local wealth management

We understand the importance of having a day-to-day contact in your hometown. As Forbes noted, “Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it’s nice to have them close by.” Aspiriant’s top-rated financial advisors are working in offices in Silicon Valley, San Francisco, Austin, New York City, Los Angeles, San Diego and Milwaukee, among others. However, our client’s relationship with us extends to our entire firm, coast-to-coast. This includes services from financial planning and investing to legal and tax.

Without further ado, let’s introduce you to Forbes 2024 Best-in-State Wealth Advisors at Aspiriant:

California – Financial Advisor Los Angeles

Rob Francais, Chief Executive Officer, Member of Board of Directors and Partner

Rob Francais is Aspiriant’s CEO and co-founder and was also recognized by Forbes in 2022 as one of the top high net worth wealth advisors in Los Angeles. In 2008, Rob had a vision of a holistic wealth management firm with a full suite of financial planning and investment management services to affluent individuals and families. Under his guidance, Aspiriant is now one of the largest top ranked independent wealth management firms in the country serving over 2,000 clients and managing assets exceeding $13 billion.

The Los Angeles office is Aspiriant’s headquarters and has a passionate team of investment professionals, tax specialists, estate planning attorneys, accountants, banking professionals and wealth managers.

California – Financial Advisor Silicon Valley

Helen Dietz, Managing Director in Total Wealth Management and Partner

Nayan Lapsiwala, Director in Wealth Management and Partner

Our finalists from our Silicon Valley office have a history of recognition on Forbes lists. Nayan Lapsiwala was previously named to the 2022 Forbes Best-in-State list alongside Helen Dietz, who was recently honored as a top-rated financial advisor on the Forbes 2024 Top Women Wealth Advisors Best-in-State list. Additionally, Helen was recognized on the 2022 Forbes Best-in-State list. As a distinguished financial advisor for women in Silicon Valley, Helen is committed to empowering her clients by providing them with the tools, resources and support needed to take charge of their financial futures.

Our Silicon Valley financial advisors have extensive experience working with clients in the tech and venture capital sectors. They specialize in a wide range of services, including 10b5-1 planning, concentrated equity management, corporate executive services, entrepreneur services, liquidity planning, stock option planning, tax planning, value investing and more.

California – Financial Advisor San Francisco

Sandi Bragar, Chief Client Officer and Partner

Sandi Bragar has graced multiple Forbes Best-of lists and was recently named a top-rated financial advisor in Forbes 2024 Top Women Wealth Advisors Best-in-State list. Sandi co-hosts our Money Tales podcast and her financial expertise has been sought after by platforms like CNBC’s Squawk Box and Bloomberg TV. Her commentary extends to publications like the Wall Street Journal and Business Insider. As a financial advisor for women in Northern California, Sandi, along with our entire San Francisco team, is deeply rooted in the Bay Area financial scene.

With extensive experience serving high-net-worth families and senior executives across various industries, both public and private, Aspiriant’s San Francisco office provides specialized expertise in a range of areas including wealth management, financial planning and investment management. Our Bay Area team excels in niche services such as 10b5-1 planning, concentrated equity, Family Office Services, liquidity events, Qualified Small Business Stock (QSBS) elections, Retirement Planning, Stock Option and Equity Compensation Planning — including Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs), tax planning and women and wealth initiatives.

California – Financial Advisor San Diego & Orange County

Ryan Benson, Director in Wealth Management, Member of Board of Directors and Partner

Linda Kitchens, Director in Wealth Management and Partner

Myles Rush, Director in Wealth Management and Partner

Linda Kitchens recently earned recognition as one of Southern California’s top-rated financial advisors in Forbes 2024 Top Women Wealth Advisors Best-in-State list. As a financial advisor for women in Southern California, Linda recently co-hosted a Women Business Collaborative (WBC) event focused on empowering executive women with their finances. She was also featured in Forbes 2022 and 2021 Best-in-State Wealth Advisors lists, alongside fellow San Diegan, Myles Rush. Myles, recognized in 2019 by Forbes on their Best-in-State list, also appeared on Forbes’ America’s Next-Gen Wealth Advisors list in 2017 and 2018. Ryan Benson, based in our Orange County office, made Forbes’ Top Next-Gen Wealth Advisors in 2020 and 2023 and was named in Forbes’ 2021 Best-in-State Wealth Advisor list.

Our San Diego and Orange County financial advisors provide comprehensive wealth management services, including financial planning and investment management. They specialize in serving women investors and value investing.

New York – Financial Advisor New York City

Lisa Colletti, Managing Director in Exclusive Family Office and Partner

Lisa Colletti was recently recognized as one of the top-rated financial advisors in New York, according to Forbes’ 2024 Top Women Wealth Advisors Best-in-State list. Lisa has been honored on multiple occasions by Forbes, including their 2021 Best-in-State Wealth Advisors lists and the 2022 America’s Top Women Wealth Advisors list. Proudly serving as a financial advisor for women in New York City, Lisa and our team of financial advisors offer a comprehensive suite of services tailored to high-net-worth individuals and families. Specializing in areas such as concentrated equity, corporate executive services, family office management, retirement planning, stock option planning and value investing, we are well-equipped to address diverse financial needs for people seeking fiduciary wealth management in the New York area.

Texas – Financial Advisor Austin

Ryan T. Nelson, Director in Investment Advisory and Partner

Ryan Nelson planted the flag for Aspiriant in Austin and is proud of how helpful our family office has been for local clients. Ryan has been featured numerous times as one of Forbes’ Next-Gen Advisors and he also made the Forbes Best-in-State Wealth Advisor list in 2021 and 2022.

Nestled in the entrepreneurial hub of Austin, our North-Texas financial advisors specialize in concentrated stock management, tax strategies, wealth transfer, estate planning and philanthropy consulting. Guiding clients through pivotal financial milestones such as IPOs mergers and acquisitions, we serve Fortune 500 executives and closely held business founders, preparing them for liquidity events.

Wisconsin – Financial Advisor Milwaukee

Mary Ellen Krueger, Director in Wealth Management and Partner

David Muchow, Director in Wealth Management and Partner

John Petrie, Managing Director in Total Wealth Management and Partner   

Mary Ellen Krueger, David Muchow and John Petrie from our Milwaukee, Wisconsin office were all finalists on Forbes’ 2021 and 2022 Best-in-State Wealth Advisor lists. Additionally, David Muchow made the 2019 Forbes’ list of America’s Top Next-Generation Wealth Advisors. Mary Ellen is a leading financial advisor for women in Wisconsin with recognition by Forbes as a 2024, 2022 and 2021 Top Women Wealth Advisor.

The financial advisors in our Milwaukee office bring together broad expertise in numerous areas of finance, from business succession planning to family office services, retirement planning and concentrated stock planning.

Top rated financial advisors near you

We are deeply honored by Forbes’ consistent recognition of our financial advisors nationwide. These individuals represent the tip of the iceberg at Aspiriant, showcasing their dedication to our clients’ financial aspirations in their respective local communities. From coast to coast, our team remains devoted to our mission of providing tailored and comprehensive wealth management solutions to help our clients achieve their financial goals. If you would like to talk with a wealth advisor at an independent top-ranked wealth management firm about your financial future, let’s start a conversation.

Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Click here for more information. Time period 07.01.2022-06.30.2023, award date April 2024.

Get Aspirant Fathom Articles Direct to your Inbox

Want the latest wealth management tips, investment insights and Aspiriant news delivered straight to your inbox. Sign up for regular Fathom updates so we can send you the most relevant content you selected below.

Next up

Blog detail footer callout img

Meet the Team

In the end, a firm boils down to the people.

Learn more
Blog detail footer callout img