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 independent 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.

Let's talk

Why partner with Aspiriant:

You don’t want to trade values for valuation.

You recognize the importance of an independent employee ownership model, which aligns the interests of clients and employees, 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 other outside capital, there are important decisions to make about what's 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.

You're ready for NextLevel.

With Aspiriant’s scale, we’ve refined 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 leading, independent wealth management, 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


Three people riding together on a tandem bike.

Meet the Team

In the end, a firm boils down to the people

See more
Three people riding together on a tandem bike.