SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aspiriant, LLC
Los Angeles, CA
CRD 146720
Firm filing updated August 21, 2026 ·
- $18BAssets
- 105Advisory staff
- 12,173Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,683
- Individuals627
- Corporations or other businesses29
- Charities13
- Investment companies3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 627 | $259.0 million |
| High net worth individuals | 1,683 | $16.6 billion |
| Investment companies | 3 | $149.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $4.2 million |
| Charitable organizations | 13 | $323.0 million |
| Corporations or other businesses not listed above | 29 | $712.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 8 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$18.0 billion
- Accounts12,173
- Discretionary$14.7 billion · 8,276 accounts
- Non-discretionary$3.4 billion · 3,897 accounts
People
- Employees218
- Advisory staff105
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,000
Advisors
33 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 146720, SEC file 801-68987.
- Registered with the SEC as an investment advisor (status date on record: April 8, 2008).
Is Aspiriant, LLC a fiduciary?
Short answer: Aspiriant, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.