Aspiriant, LLC

Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,118,061,000 in 10,745 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,118
    MILLION
  • Total Number of Accounts
    10,745
    ACCOUNTS
  • Average Account Value
    $1,220,853
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 31 - 40 of 64 top financial advisors.
31
Corey J. Mader
CRD#: 5795381
N19w24200 Riverwood Dr, Suite 320, Pewaukee, WI 53188

Corey Mader (CRD# 5795381) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has 1 year of experience in the finance industry.

32
Natalie A. Morrella
CRD#: 5304494
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040

Natalie Morrella (CRD# 5304494) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry.

33
David E. Muchow
CRD#: 4992026
N19w24200 Riverwood Dr, Suite 320, Pewaukee, WI 53188

David Muchow (CRD# 4992026) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 17 years of experience in the finance industry.

34
Gavin P. Neil
CRD#: 6163690
50 California St, Suite 2600, San Francisco, CA 94111

Gavin Neil (CRD# 6163690) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

35
Ryan T. Nelson
CRD#: 5437550
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Ryan Nelson (CRD# 5437550) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

36
Paul J. Nikolai
CRD#: 2199387
201 E. Fifth St, Suite 1430, Cincinnati, OH 45202

Paul Nikolai (CRD# 2199387) is an Investment Advisor Representative working at Aspiriant, LLC in Cincinnati, OH and has over 31 years of experience in the finance industry.

37
Jordan H. Overby
CRD#: 6750117
50 California Street, San Francisco, CA 94117

Jordan Overby (CRD# 6750117) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

38
Samantha S. Park
CRD#: 5638054
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Samantha Park (CRD# 5638054) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.

39
John P. Petrie
CRD#: 2897667
N19w24200 Riverwood Dr, Suite 320, Pewaukee, WI 53188

John Petrie (CRD# 2897667) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 26 years of experience in the finance industry.

40
Mark Petrie
CRD#: 2289565
12481 High Bluff Drive, Suite 110, San Diego, CA 92130

Mark Petrie (CRD# 2289565) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 31 years of experience in the finance industry.

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