LOS ANGELES, CACRD 146720Latest ADV March 30, 2026
Aspiriant, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $18.0B in regulatory assets under management, 218 employees, 9 offices, and 12,173 accounts.
Assets Under Management
$18.0B
Employees
218
Offices
9 offices
Total Clients
2,357
Primary office
LOS ANGELES, CA
11100 SANTA MONICA BLVD, FIFTH FLOOR, LOS ANGELES, CA, United States
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
1,683
2
Individuals
26.6%
627
3
Corporations
1.2%
29
4
Charitable
0.6%
13
5
Investment Cos.
0.1%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.0Bas of March 30, 2026
Discretionary81.3%
$14.7B
81% of total RAUM81.3%
Non-discretionary18.7%
$3.4B
19% of total RAUM18.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$18.0B
Total Accounts12,173
10Y AUM Change+$7.5B (+71.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees218
Clients per Employee11:1
10Y Employee Change+62 (+39.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.