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RIA comparison · SEC Form ADV

Aspiriant, LLC vs WE Family Offices

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 $18B at WE Family Offices, 2% more than its rival, by their latest Form ADV filings. Aspiriant, LLC reports more individual clients (2,310 vs 112), while WE Family Offices’ clients hold more on average (about $159 million each against $7.3 million). Aspiriant, LLC is based in LOS Angeles, California and WE Family Offices in Coral Gables, Florida.

FigureAspiriant, LLCWE Family Offices
Regulatory AUM$18B$18B
National rank#53#54
HeadquartersLOS Angeles, CaliforniaCoral Gables, Florida
Individual clients2,310112
High-net-worth clients1,683112
Average client assets$7.3 million$159 million
Accounts12,173112
Discretionary81% of AUM0% of AUM
Employees21865
Advisory staff10535
Clients per advisory employee223
Offices102
Form ADV filed2026-08-212026-04-21

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

WE Family Offices

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Aspiriant, LLC or WE Family Offices?

Aspiriant, LLC, with $18B in regulatory assets under management against $18B at WE Family Offices. Nationally they rank #53 and #54 among 5,657 independent wealth management RIAs.

How many clients do Aspiriant, LLC and WE Family Offices have?

Aspiriant, LLC reports 2,310 individual clients (1,683 high-net-worth) with 105 advisory employees; WE Family Offices reports 112 (112 high-net-worth) with 35 advisory employees.

How do Aspiriant, LLC and WE Family Offices charge clients?

Only Aspiriant, LLC lists hourly charges on Form ADV. Only WE Family Offices lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Aspiriant, LLC and WE Family Offices offer?

Aspiriant, LLC lists portfolio management for investment companies; portfolio management for businesses and institutions; pension consulting; periodicals or newsletters; educational seminars and workshops, which WE Family Offices does not. Both offer financial planning; portfolio management for individuals and small businesses; 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 ↗, WE Family Offices ↗. How to check a financial advisor →