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RIA comparison · SEC Form ADV

Aspiriant, LLC vs Mission Wealth Management, LP

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Aspiriant, LLC is the larger of the two, with $18B in regulatory assets to $17B at Mission Wealth Management, LP, 6% more than its rival, by their latest Form ADV filings. Mission Wealth Management, LP reports more individual clients (5,299 vs 2,310), while Aspiriant, LLC’s clients hold more on average (about $7.3 million each against $3.2 million). Both are based in California: Aspiriant, LLC in LOS Angeles and Mission Wealth Management, LP in Santa Barbara.

FigureAspiriant, LLCMission Wealth Management, LP
Regulatory AUM$18B$17B
National rank#53#56
HeadquartersLOS Angeles, CaliforniaSanta Barbara, California
Individual clients2,3105,299
High-net-worth clients1,6833,633
Average client assets$7.3 million$3.2 million
Accounts12,17318,908
Discretionary81% of AUM70% of AUM
Employees218220
Advisory staff105135
Clients per advisory employee2239
Offices1030
Form ADV filed2026-08-212026-09-28

Aspiriant, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Mission Wealth Management, LP

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Aspiriant, LLC or Mission Wealth Management, LP?

Aspiriant, LLC, with $18B in regulatory assets under management against $17B at Mission Wealth Management, LP. Nationally they rank #53 and #56 among 5,657 independent wealth management RIAs.

How many clients do Aspiriant, LLC and Mission Wealth Management, LP have?

Aspiriant, LLC reports 2,310 individual clients (1,683 high-net-worth) with 105 advisory employees; Mission Wealth Management, LP reports 5,299 (3,633 high-net-worth) with 135 advisory employees.

How do Aspiriant, LLC and Mission Wealth Management, LP charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Aspiriant, LLC and Mission Wealth Management, LP offer?

Aspiriant, LLC lists portfolio management for investment companies; periodicals or newsletters; educational seminars and workshops, which Mission Wealth Management, LP does not. Mission Wealth Management, LP lists other services, which Aspiriant, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Aspiriant, LLC ↗, Mission Wealth Management, LP ↗. How to check a financial advisor →