What makes Aspiriant’s business model unique?

Aspiriant is 100% employee-owned. This structure ensures independence and objectivity, aligns client and employee interests, helps attract and retain talent, minimizes turnover, and focuses on reducing conflicts of interest. It emphasizes transparency, intimacy, and long-term continuity for clients.

How large is Aspiriant and where does it operate?

Aspiriant has more than 230 employees, $16 billion in assets under management, and 10 offices serving clients across more than 45 states.

What types of clients does Aspiriant typically serve?

Most clients are smart, busy people facing major life transitions such as the sale of a business, divorce, inheritance, or IPO. They seek a trusted partner to simplify complexity, achieve long-range goals, and make sound financial decisions aligned with their values.

What services does Aspiriant provide?

Aspiriant is a national independent wealth management firm offering comprehensive wealth planning and investment management services to families. The firm provides long-term guidance and peace of mind by integrating financial planning with investment strategy.

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WHY ASPIRIANT

Built for excellence, independence and the long haul.

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. That would be a mistake.

Employees 250+

AUM $18B

Average Partner Age 49

# of offices 10

Employee Ownership 100%

We’re invested in our people so they’re invested in you.

We've intentionally remained 100% employee-owned because we believe how a firm is owned influences how it serves clients. For Aspiriant, employee ownership isn't simply a business structure. It helps align our interests with those of our clients, supports the firm's long-term sustainability and fosters an ownership mindset among the people who serve them. Aspiriant, through our broad 100% employee ownership model, is built to:

Remain independent and objective
Align the interests of our clients and employees
Attract and retain our talented team members and make them owners so they can serve clients for generations, with very little turnover
Do everything we can to eliminate conflicts of interest
Maximize transparency, intimacy and continuity for our clients
Offer our clients peace of mind

There’s a lot more to say about this unconventional vision. Some of it we’ll address on this site. But most of it is stuff we should talk about in person, if the basic idea of what we’re doing sounds like what you’re looking for.

financial advisor meeting with client at table

100% employee owned.

We are a national, independent wealth management firm that is 100% employee owned. We focus on offering comprehensive wealth planning and investment management services to families. Most clients come to us in the midst of a life transition like a sale of their business, divorce, inheritance or IPO. They are smart, busy folks who look for a partner to simplify complexity, help achieve their long-range goals and help make good financial decisions that align with their values. We serve clients nationwide, through 10 offices and over 45 states.

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