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ASPIRIANT, LLC

LOS ANGELES, CA · CRD 146720 · IAPD ↗ · 310-806-4000

$18.05BRegulatory AUM
105Advisory reps
218Employees
24Clients
More than 500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — ASPIRIANT, LLC grew from 97 to 105 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — ASPIRIANT, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2025 — ASPIRIANT, LLC notice-filed in DE, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.