This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2008
- Office Locations
- 11
Office Locations
About Aspiriant, LLC
Aspiriant is a partner-owned wealth management and multi-family office firm providing financial planning, tax planning/compliance, and investment management, with ongoing execution support through life transitions. Its investment approach is globally diversified and value-oriented, built on accounting roots and a tax-conscious process. Roughly one-third of team members hold an ownership stake, and the firm is frequently featured in Barron’s, Forbes, WSJ, and Bloomberg.
Reported data analysis
What the numbers show
Between November 14, 2025 and May 1, 2026, reported AUM increased 16.2%, from $15.5B to $18.0B.
Across 5 reported observations, AUM increased 16.6% between December 2, 2022 and May 1, 2026, from $15.5B to $18.0B.
Of the latest reported AUM, 81.3% is discretionary and 18.7% is non-discretionary.
The firm reports 105 advisory representatives and 2,381 clients, or 22.7 clients per representative. That equates to $7.6M in reported AUM per client.
The profile lists 11 reported office locations and 18 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Aspiriant, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Aspiriant, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN DAVID ALLEN
Chief Investment Officer, Managing Director
- CRD
- #4051640
- Ownership
- Less than 5%
Ryan Paul Benson
Board of Directors, Director
- CRD
- #6718865
- Ownership
- Less than 5%
Showing 2 of 16 owners & executives
Unlock allContacts
Nolan Sapigao Alinsod
Associate
- CRD
- #7644878
EMILIO V ALIX-BRANTLEY
--
- CRD
- #6437945
Showing 2 of 82 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,673,042,000 | $1,772,963 |
| Non-Discretionary | $3,376,255,000 | $866,373 |
| Total | $18,049,297,000 | $1,482,732 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Aspiriant, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aspiriant, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing