RIA Intel›Advisers›California›ASPIRIANT, LLC

ASPIRIANT, LLC

Advisory

N·LOS ANGELES, CA

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM

$15.5B

1-Year AUM Growth

+4.3%

3-Year CAGR

-0.0%

Employees

97

Assets Under Management

Total AUM$15.5B

Discretionary AUM$12.5B

Non-Discretionary AUM$3.0B

Discretionary %80.7%

Total Clients2,227

Team

Total Employees97

Investment Advisers212

Employee Growth (1Y)+2.1%

Filing History

Total Filings on Record77

First FilingMar 13, 2008

Latest FilingJan 13, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASPIRIANT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.