Forbes Ranks Aspiriant Partners Among Best in State
Aspiriant CEO Rob Francais and three other partners were named among the best wealth advisors in their state or region for 2019. Forbes and Shook Research selected them from approximately 30,000 nominations based upon:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
Rob Francais, Chief Executive Officer, Partner
#26 in Los Angeles
Rob, who leads this firm of 180 employees from our Los Angeles headquarters, still meets with clients and prospects to tell the Aspiriant story and describe how we see beyond the conventional. Under his leadership and vision, Aspiriant has grown to be one of the largest independently owned wealth management firms in the country.
Sandi Bragar, Managing Director in Planning Strategy & Research, Partner
#76 in San Francisco
Sandi has been with Aspiriant and its predecessor firm for 20 years. While continuing to serve clients, she works with the Planning Strategy & Research team to build and maintain the firm’s wealth planning platform and enhance the client experience. She also was named on the 2018 Top Wealth Advisor Mom list.
Mary Ellen Krueger, Director in Wealth Management, Partner
#25 in Wisconsin
Mary Ellen ranked as the top woman wealth advisor on the Wisconsin list and was recognized as a 2018 Top Wealth Advisor Mom by Working Mother Magazine and Shook Research. She joined Aspiriant in 2010 as part of the merger with Deloitte Investment Advisors. Mary Ellen is a Certified Investment Management Analyst®, passionately serving wealth management clients by providing clarity and peace of mind.
Myles Rush, Director in Wealth Management, Partner
#41 in Southern California
Myles came to Aspiriant in 2016 in the merger with Hokanson Associates. This is his third honor from Forbes as he also made the America’s Next-Gen Wealth Advisors list in 2017 and 2018. He is a Certified Financial Planner®, bringing his MBA in Finance and Tax to help the wealth management clients he serves achieve their goals.
Disclosure: Neither Aspiriant nor its employees paid a fee for inclusion in the Forbes Best in State list. For judging methodology, please refer to this article.