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ASPIRIANT, LLC
CRD 146720File 801-68987
APPROVED
Retail clients
Custody
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.05B
Top 10% of cohort (national)
Discretionary AUM
$14.67B
Non-discretionary $3.38B
Clients
2,357
12,173 accounts
Employees
218
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 8, 2008
- Principal office
- 11100 SANTA MONICA BLVD, SUITE 500, LOS ANGELES, CA, 90025
- Phone
- 310-806-4000
- Website
- HTTP://WWW.ASPIRIANT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.05B
- Discretionary AUM
- $14.67B
- Non-discretionary AUM
- $3.38B
- Discretionary accounts
- 8,276
- Non-discretionary accounts
- 3,897
- Total accounts
- 12,173
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $712.4M |
| Investment companies | 3 | $149.3M |
| Charitable organizations | 13 | $323.0M |
| High net worth individuals | 1,683 | $16.60B |
| Pension and profit sharing plans | Fewer than 5 | $4.2M |
| Individuals (other than high net worth individuals) | 627 | $259.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 212 | 218 | increased by6 |
| Apr 1, 2026 | Clients | 2,227 | 2,357 | increased by130 |
| Apr 1, 2026 | AUM | $15,532,934,000 | $18,049,297,000 | increased by$2,516,363,000 |
| Apr 1, 2026 | Accounts | 11,731 | 12,173 | increased by442 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 203 | 212 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,091 | 2,227 | increased by136 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,477,032,000 | $15,532,934,000 | increased by$55,902,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10,471 | 11,731 | increased by1,260 |
| Apr 1, 2022 | Employees | 177 | 203 | increased by26 |
| Apr 1, 2022 | Clients | 1,760 | 2,091 | increased by331 |
| Apr 1, 2022 | AUM | $14,512,799,000 | $15,477,032,000 | increased by$964,233,000 |
| Apr 1, 2022 | Accounts | 9,534 | 10,471 | increased by937 |
| Aug 1, 2021 | Employees | 169 | 177 | increased by8 |
| Aug 1, 2021 | Clients | 1,741 | 1,760 | increased by19 |
| Aug 1, 2021 | AUM | $13,904,709,000 | $14,512,799,000 | increased by$608,090,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASPIRIANT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASPIRIANT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.