News Column

Aspiriant’s Nikki Michelini Named a Top Woman Advisor by Barron’s Magazine

June 17, 2014

Santa Monica native selected for 2014 Top Women Financial Advisors List

LOS ANGELES--(BUSINESS WIRE)-- Nikki Michelini, a director of wealth management and a principal at Los Angeles-based Aspiriant, has been named to Barron’s 2014 Top Women Financial Advisors list. This is the first year the financial magazine has opened the competitive selection to registered independent advisors (RIAs); previously it had included only brokerage/investment advisory firms. Aspiriant (www.aspiriant.com) is a leading independent wealth management firm in the US, with $8 billion under management.

The magazine’s 2014 ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

“To be selected in the first year that Barron’s expanded its list to include RIAs is an incredible honor for me and for Aspiriant,” said Michelini. “Aspiriant has a strong commitment to remaining independent. Having broad employee ownership and designing an industry leading and durable succession plan positions us uniquely among independent advisors to ensure long-term continuity for the multiple generations of clients we serve.”

Michelini, a CPA, is a Santa Monica High School alumni and graduated from the University of Southern California, where she earned a BS degree in Accounting and an MS degree in Taxation. She has served as a trusted advisor for several years, providing objective and comprehensive advice to entrepreneurs, executives and affluent families around the country.

“Wealth is a wonderful resource. We work closely with our clients to help them preserve and direct their wealth in an optimal manner to not only provide opportunities for their families, but also to serve as a catalyst for accomplishing bold and transformational changes in their communities, nationally, and globally.”

About Aspiriant

Aspiriant (www.aspiriant.com) is a leading independent wealth management firm in the U.S., with more than $8 billion of assets under management and advisement. The firm provides a full range of wealth management services for some 900 individuals and families throughout the country. Unlike many other wealth-management firms, Aspiriant is owned by key employees, which ensures its long-term stability and independence. It has offices in Los Angeles, San Francisco, New York, Boston, Minneapolis, Milwaukee and Cincinnati. For more information, please go to www.Aspiriant.com.





Harden Communications Partners, LLC

Liam Collopy, 510-635-4150 Ext. 1009

Executive Vice President

Lcollopy@hardenpartners.com

Nina Newhouse, 510-635-4150 Ext. 1004

Account Executive

nnewhouse@hardenpartners.com


Source: Aspiriant


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Source: Business Wire


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