ARISTON SERVICES GROUP, LLC
SEC RegisteredHelps Private Investors, Build Wealth and Create Multigenerational Financial Legacies
About the firm
Ariston Services Group, LLC is an independent, privately-owned fee-only investment management firm based in San Diego, California, since 2008. Ariston provides a unique combination of financial planning and investment management experience, the convenience of a full-service financial resource, and the benefits of being an independent firm clearly aligned with our client's interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management using active and passive strategies, financial planning, asset management, strategy and governance, family office approach, coordination with CPAs, tax lawyers, and trust attorneys, and access to both public and private investment opportunities.
Who they serve
High-net-worth individuals and families, including those who have built or sustained multigenerational businesses, seeking full-service wealth management solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $14M |
| High Net Worth Individuals | 29 | $375M |
| Pension/Profit Sharing Plans | 1 | $138M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Above $500,000 to $1 million | 1.00% |
| Above $1 million to $2 million | 0.75% |
| Above $2 million to $5 million | 0.50% |
| Amounts over $5 million | 0.40% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARISTON SERVICES GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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