Aspiriant, LLC

Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $14,831,440,000 in 11,103 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,831
    MILLION
  • Total Number of Accounts
    11,103
    ACCOUNTS
  • Average Account Value
    $1,335,805
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Aspiriant, LLC
Showing 11 - 20 of 64 top financial advisors.
11
Devin D. Cruise
CRD#: 4988661
11100 Santa Monica Boulevard, Suite 600, Los Angeles, CA 90025

Devin Cruise (CRD# 4988661) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

12
Helen A. Dietz
CRD#: 1268071
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040

Helen Dietz (CRD# 1268071) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry.

13
Gregory P. Fasig
CRD#: 2088671
201 E. Fifth Street, Suite 1430, Cincinnati, OH 45202

Gregory Fasig (CRD# 2088671) is an Investment Advisor Representative working at Aspiriant, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

14
Michael P. Fitzhugh
CRD#: 2390541
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Michael Fitzhugh (CRD# 2390541) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.

15
Carl D. Forster
CRD#: 3005068
350 5th Avenue, Suite 6420, New York, NY 10118

Carl Forster (CRD# 3005068) is an Investment Advisor Representative working at Aspiriant, LLC in New York, NY and has over 26 years of experience in the finance industry.

16
Robert J. Francais
CRD#: 4604851
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Robert Francais (CRD# 4604851) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.

17
Brett A. Gookin
CRD#: 3148230
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Brett Gookin (CRD# 3148230) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

18
Andrew P. Hamilton
CRD#: 4469637
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Andrew Hamilton (CRD# 4469637) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.

19
Paul J. Hynes
CRD#: 1314096
12481 High Bluff Ridge, Suite 110, San Diego, CA 92130

Paul Hynes (CRD# 1314096) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 39 years of experience in the finance industry.

20
Lani A. Kapur Rains
CRD#: 6793470
50 California Street, San Francisco, CA 94111

Lani Kapur Rains (CRD# 6793470) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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