Aspiriant, LLC

Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $11,669,979,000 in 8,669 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,670
    MILLION
  • Total Number of Accounts
    8,669
    ACCOUNTS
  • Average Account Value
    $1,346,174
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 pooled investment vehicles (other than investment 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Aspiriant, LLC
Showing 1 - 10 of 58 top financial advisors.
1
John D. Allen
CRD#: 4051640
Los Angeles, CA 90025

John Allen (CRD# 4051640) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.

2
Kenneth J. Anderson
CRD#: 2641740
Los Angeles, CA 90025

Kenneth Anderson (CRD# 2641740) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

3
Michael S. Angell
CRD#: 5637942
Los Angeles, CA 90025

Michael Angell (CRD# 5637942) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

4
Ami S. Aranha
CRD#: 5401042
Solana Beach, CA 92075

Ami Aranha (CRD# 5401042) is an Investment Advisor Representative working at Aspiriant, LLC in Solana Beach, CA and has over 19 years of experience in the finance industry. Ami Aranha has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Andrew T. Becket
CRD#: 6074990
Los Angeles, CA 90025

Andrew Becket (CRD# 6074990) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

6
Ryan P. Benson
CRD#: 6718865
Irvine, CA 92618

Ryan Benson (CRD# 6718865) is an Investment Advisor Representative working at Aspiriant, LLC in Irvine, CA and has 1 year of experience in the finance industry. Ryan Benson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Karen R. Blodgett
CRD#: 5321862
Los Angeles, CA 90025

Karen Blodgett (CRD# 5321862) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Karen Blodgett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Sandra L. Bragar
CRD#: 4533687
Los Angeles, CA 90025

Sandra Bragar (CRD# 4533687) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry. Sandra Bragar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Marc Castellani
CRD#: 2937879
Los Angeles, CA 90025

Marc Castellani (CRD# 2937879) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry. Marc Castellani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Achiraya Chalermsuk
CRD#: 6368333
Los Angeles, CA 90025

Achiraya Chalermsuk (CRD# 6368333) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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