By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant selects seven employees serving in a wide range of critical roles to help sustain our long-term commitment to clients. Find out who they are. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them apart from the crowd. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Helping women feel empowered to achieve their financial goals is something Aspiriant takes seriously. We’re honored that five of our partners have topped Forbes women wealth advisor lists. more >
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant partners talk with reporters about current risks in the markets and how investors should diversify their portfolios to protect against expected volatility. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
WealthManagement.com, 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 >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant’s newest partners embody a spirit of sustainability to serve our clients and lead the company into the future. Meet the Class of 2021. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
This year, Forbes recognized a record number of 10 Aspiriant partners for the exceptional financial guidance we provide clients around the country. See who made the list. more >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Two Aspiriant advisors joined the list of the wealth management industry’s top up-and-coming advisory talent. It’s the fourth year in a row that Forbes has honored Aspiriant’s millennial leaders. more >
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Tom Tracy Managing Director in Planning Strategy & Research, Partner
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant has been shortlisted by the Family Wealth Report Awards for our family office services and commitment to the advancement of women in wealth management. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant wealth managers provided unbiased financial advice to San Francisco Bay Area residents during the Financial Planning Association’s personal planning events. more >
By Aspiriant News Leading Independent Wealth Management Firm
Caring about the communities we live and work in is a natural extension of what we do for clients. See how Aspiriant employees nationwide gave back this summer. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
Aspiriant wealth manager Helen A. Dietz makes the 2018 Silicon Valley Women of Influence list for her leadership in financial advisory and philanthropy. more >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >
By Aspiriant News Leading Independent Wealth Management Firm
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 >