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.

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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.

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