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RIA comparison · SEC Form ADV

Comprehensive Financial Management LLC vs Aspiriant, LLC

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

The short answer

Comprehensive Financial Management LLC is the larger of the two, with $19B in regulatory assets to $18B at Aspiriant, LLC, 3% more than its rival, by their latest Form ADV filings. Aspiriant, LLC reports more individual clients (2,310 vs 13), while Comprehensive Financial Management LLC’s clients hold more on average (about $1.3B each against $7.3 million). Both are based in California: Comprehensive Financial Management LLC in LOS Gatos and Aspiriant, LLC in LOS Angeles.

FigureComprehensive Financial Management LLCAspiriant, LLC
Regulatory AUM$19B$18B
National rank#52#53
HeadquartersLOS Gatos, CaliforniaLOS Angeles, California
Individual clients132,310
High-net-worth clients131,683
Average client assets$1.3B$7.3 million
Accounts3012,173
Discretionary100% of AUM81% of AUM
Employees38218
Advisory staff15105
Clients per advisory employee122
Offices110
Form ADV filed2026-03-312026-08-21

Comprehensive Financial Management LLC

Full profile →

Services

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

How it’s paid

  • Hourly charges
  • Fixed fees
  • Performance-based fees

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

Questions

Which is bigger, Comprehensive Financial Management LLC or Aspiriant, LLC?

Comprehensive Financial Management LLC, with $19B in regulatory assets under management against $18B at Aspiriant, LLC. Nationally they rank #52 and #53 among 5,657 independent wealth management RIAs.

How many clients do Comprehensive Financial Management LLC and Aspiriant, LLC have?

Comprehensive Financial Management LLC reports 13 individual clients (13 high-net-worth) with 15 advisory employees; Aspiriant, LLC reports 2,310 (1,683 high-net-worth) with 105 advisory employees.

How do Comprehensive Financial Management LLC and Aspiriant, LLC charge clients?

Only Comprehensive Financial Management LLC lists performance-based fees on Form ADV. Only Aspiriant, LLC lists a percentage of assets under management. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Comprehensive Financial Management LLC and Aspiriant, LLC offer?

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