Aspiriant Ranked on Barron’s 2022 Top Wealth Management Firms List
Barron’s selected Aspirant for its 2022 Top Independent RIA List. We are honored to be included in this ranking, which is Barron’s view of the best 100 independent RIA firms based on numerous criteria from a detailed questionnaire.
Barron’s annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Aspiriant moved up a spot in the ranking this year, from 28 to 27 out of 100 firms.
“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,” said Aspiriant CEO Rob Francais.
Importantly, our 100% employee-owned, independent ownership model attracts and retains exceptionally talented people and gives them the opportunity to 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 into Aspiriant.
Barron’s rankings can help individuals and families 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.
In a letter to winners, Jack Otter, the global head of wealth management for Barron’s, said, “Your firm represents the future of wealth management. We hope you see this accolade as a testament to your dedication, skill and exceptional client service.”
View the 2022 Top Independent Advisors ranking (subscription required).
Disclosures: No fees were paid to obtain nor use this ranking. For judging methodology, please view the ranking link. This is for yearly time period from July 1, 2021 through June 30, 2022. The date of the ranking was September 19, 2022.