Adam
Stanley
Aspiriant, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Stanley is a financial advisor who works out of New York, New York who has 2 years of relevant experience. Stanley works at Aspiriant, LLC. During their career, Stanley has held roles at Aspiriant LLC. Stanley has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in New York and Texas. Aspiriant, LLC is a business based in Los Angeles, CA. The investment advisory business has offices in nine locations and a total of 197 financial advisors. It administers $13 billion in total assets among its 10,745 client accounts, making it one of the largest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 10,745 accounts, 67% are associated with high-net-worth investors who have at least $1 million in investable assets. Aspiriant, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely vary depending on which service is provided. Fees charged by Aspiriant, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Aspiriant, LLC Brokerage Details
$13,118,061,000
197
10,745
$1,220,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adam Stanley Work History
Adam has been registered as a financial advisor for 2 years.*
Aspiriant LLC
Aspiriant LLC
Aspiriant LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Stanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspiriant, LLC
Mountain View, CA
Los Angeles, CA
San Diego, CA
Los Angeles, CA
San Diego, CA
Waukesha, WI
Waukesha, WI
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
