With this transaction, Aspiriant adds nearly 40 employees and six offices across the US, serves nearly 800 clients and has more than $7bn in assets under management and advisement.
Besides Aspiriant’s existing offices in San Francisco and Los Angeles, it expands to New York, Boston, Cincinnati, Minneapolis, Milwaukee and Detroit.
Go deeper with GlobalData
Aspiriant CEO Rob Francais said that this acquisition is in keeping with the firm’s long-term strategy to remain the leading independent wealth management firm that can provide expanding benefits to clients and serve their wealth management needs.
