Ryan
Nelson

Aspiriant, LLC

CRD#5437550
Investment Advisor
in Los Angeles, CA

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About this Advisor

Ryan Nelson is a financial advisor working in Los Angeles, California, who has 5 years of relevant experience. Nelson is an advisor for Aspiriant, LLC. During their career, the advisor has held roles at Aspiriant. Nelson maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Aspiriant, LLC is a company based in Los Angeles, CA. It has offices in nine locations and a total of 197 advisors. It oversees $13 billion in total assets among its 10,745 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to eight charitable organizations. Of its 10,745 customer accounts, 67% are held by high-net-worth investors who have more than $1 million in assets. Aspiriant, LLC provides a number of services, including 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. Fees charged by financial advisors largely depend on the services. However, fee types billed by Aspiriant, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11100 Santa Monica Blvd Suite 600
Los Angeles, CA 90025

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Aspiriant, LLC Brokerage Details

Total Assets Under Management

$13,118,061,000

CA Average: $7,578,581,321
Total Number of Employees

197

CA Average: 43
Total Number of Accounts

10,745

CA Average: 3,727
Average Account Size

$1,220,853

CA Average: $2,033,427

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

Ryan Nelson Work History

Ryan has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Aspiriant

2017 - 2019 (2 years)

Aspiriant

2016 - 2017 (1 year)

Aspiriant

2012 - 2016 (4 years)

Aspiriant

*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 Ryan Nelson 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

Regina Wohl
Mountain View, CA
Mindy Tankel
Los Angeles, CA
Ami Aranha
San Diego, CA
Paul Nikolai
Cincinnati, OH
John Petrie
Waukesha, WI
David Muchow
Waukesha, WI
Marc Castellani
Los Angeles, CA
Adam Stanley
New York, NY

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.

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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.

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