Aspiriant Ranked on Barron’s 2022 Top Wealth Management Firms List

Aspiriant Ranked on Barron’s List

Our ranking as a top-rated independent wealth management firm reflects our deep commitment to independence through our ownership model, serving clients with distinction and our diversity, inclusion and belonging initiatives. more >
Private Asset Management honored Aspiriant with its Diversity, Equity and Inclusion Initiative of the Year award 2022

Aspiriant Wins Diversity Award

Private Asset Management honored Aspiriant with its first Diversity, Equity and Inclusion Initiative of the Year award for 2022. Read about the steps we've taken to strengthen diversity. more >
Aspiriant Getting Better, Not Just Bigger

Getting Better, Not Just Bigger

As over 90% of independent wealth management firms our size have decided to take on private equity investors, we have chosen a different path that aligns with our clients’ interests. Read about our recent company fold-ins. more >

In the News: Inflation, Philanthropy, More

Three Aspiriant advisors appeared in the financial news recently. See their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people manage their investments during a divorce. more >

Aspiriant CEO Receives Recognition, a leading trade publication, has selected Rob Francais as a finalist for Chief Executive Officer of the Year for his leadership of our firm and contributions to the success of the financial advisory industry. more >
5 Aspiriant Women Make Forbes Top Women Wealth Advisors List

5 Aspiriant Women Make Forbes List

Aspiriant wealth managers are always ready to help our clients through the challenges in their lives. And after a year like no other, Forbes said five women in our firm stood out among the advisory crowd. more >
Aspiriant Day of Giving 2020

Connecting With Communities

The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our annual Day of Giving. Read some of their stories. more >
Barron's Podcast - Aspiriant CEO

Aspiriant CEO Featured on Podcast

Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The Way Forward podcast. more >
Aspiriant Wealth Management

Aspiriant's Story

Aspiriant was created in 2008 to fill a wealth management void for individuals and families with growing wealth. Since then, we’ve followed a methodical growth strategy that can provide clarity and peace of mind to clients for generations. more >
Aspiriant Wealth Management

Aspiriant Names 4 Partners

Aspiriant’s newest partners bring a wide range of experience to serve our clients and lead the company into the future. Meet the Class of 2020. more >

John Petrie Joins Forbes List

Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area. more >
Mark Petrie

Meet Mark Petrie

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >
Aspiriant CEO Rob Francais

Meet Rob Francais

Barron’s has recognized Aspiriant’s chief executive officer in its Advisor Hall of Fame. The honor reflects Rob’s leadership in creating one of the top, independent wealth management firms for affluent people in the country. more >
Aspiriant Day of Giving 2019-LA

Aspiriant Spreads Goodwill in Our Cities

Every year, Aspiriant employees spend a summer work day trying to make a positive impact in our communities. Find out how each of our 11 offices spent their Day of Giving. more >
Aspiriant Awards

Aspiriant Partners on Forbes Next-Gen List

Ensuring that Aspiriant clients are in good hands for years to come, David Muchow and Myles Rush are listed among the top 250 wealth advisors under 40 for the third year in a row. more >

Engineer Yourself to Not Get Hacked

Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity expert John Sileo explained five critical security threats and how to avoid them. more >

Aspiriant CEO Makes LA500 List

For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and visionaries. more >

Aspiriant Adds 3 New Partners

The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn about the Class of 2019. more >
Ryan T. Nelson, Manager in Investment Advisory, Partner

Meet Ryan Nelson

Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our new office in Austin. Find out what motivates him to serve clients from the Lone Star State. more >
Kelly Cruz's holiday home

Celebrating the Holidays

The holidays are a time to cherish those you care about most by celebrating traditions. Find out how Aspiriant employees enjoy the season each year. more >

5 Wealth Managers Become Partners

As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of the company. Read their financial tips. more >
Aspiriant CEO Rob Francais

Aspiriant CEO Named a Top Angeleno

Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries. more >
Paul Nikolai, director in investment advisory, principal

Meet Paul Nikolai

Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is to make sure that clients come first and how he goes about bringing it to life. more >

Aspiriant in the News: December

Silicon Valley’s Helen A. Dietz was recognized as an executive who “made a mark in 2017,” while John Petrie in Milwaukee offered financial fitness advice for the New Year. more >

Meet David Muchow

Receiving a large financial infusion can be an emotional event. Read how David Muchow helps business owners, inheritors and C-suite executives avoid knee-jerk reactions and stay on course to meeting their goals. more >
Linda Fitz

Leaving a Legacy

After a successful career as a wealth manager and guiding light at Aspiriant, Linda will soon retire and spend more time giving back to her community. Read about the steps she took to achieve her retirement and philanthropic goals. more >
Linda Kitchens | Director in Wealth Management at Aspiriant

Meet Linda Kitchens

Sound financial management doesn’t have to be a mystery if you start early. Linda Kitchens shares how she educates young people about money. more >
Lorraine Fox

Meet Lorraine Fox

Bringing an acute understanding of the needs of both upstart and successful tech entrepreneurs and venture capitalists, Lorraine Fox shares how she brings her rich experiences together for the benefit of clients. more >

Giving vs. Doing: Aspiriant Does Both

Picking corn, stuffing backpacks and cleaning beaches — These are some of the ways Aspiriant’s employees gave with their hands and time across the nation as part of the company’s Day of Giving.     more >