Ensure clients are served for generations and employees are taken care of

Employee Partners 75+
Dedicated Practice Management Employees 59
AUM $13B
Clients 2200+
Seasoned-Integration Team 10

Many RIA founders and leaders face choices about how best to transition their businesses.  This multi-dimensional “succession planning puzzle” includes maintaining excellent client service, ensuring the business is in capable and conflict-free hands, and planning for their own successful retirement.  At Aspiriant, one of the nation’s only employee-owned independent wealth management firms with scale, we’ve solved for the most important pieces to the puzzle.

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Why partner with Aspiriant:

You don’t want to trade values for valuation.

You recognize the importance of a conflict-free employee ownership model, which aligns the interests of clients and employees in perpetuity, over an immediate pay day. One third of our employees are owners of the firm. Our distributed ownership and succession strategy institutionalize client service continuity for the foreseeable future. In an age when valuations or RIAs have been driven up by private equity firms and banks, you want to make sure this decision and future decisions will always be in the best interest of your clients and employees.

You want to offer more—services, specialists, continuity—to your clients.

With Aspiriant, you have access to our team of specialists, Exclusive Family Office, in-house tax team and affiliated estate planning team. Offer more complete and quality services with a comprehensive suite of services and specialists.

Focus on serving clients, growth, or whatever your next chapter is.

With Aspiriant’s scale, we’ve perfected practice management functions. Enjoy our thoughtfully built compliance, HR, marketing, IT, client operations and finance teams. When you want to focus on your next chapter, feel peace of mind that your clients will receive world-class wealth management in perpetuity, and your employees will have opportunities for growth.

We know succession planning is top of mind for many advisors and their clients, and we are here to offer an alternative path to selling to the big banks and private equity for firms that wish to remain employee-owned and independent of financial conflicts.”

Rob Francais

Chief Executive Officer, Member of Board of Directors, Partner

Chief Executive Officer, Partner | Rob Francais | Aspiriant Wealth Management

Lisa Colletti CFP®, JD

Managing Director in Exclusive Family Office, Partner

How can we help?

Let’s take this discussion to a more personal level.


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