What Bison Wealth does

Bison Wealth, LLC is a privately-held, SEC-registered investment adviser (RIA) headquartered in Atlanta, Georgia, with 15+ advisor offices across the United States. Founded in 2022 and owned by Bison Holdings (backed by Teton Capital Partners and East Asset Management), the firm was created by a multi-billion-dollar family office to deliver family-office-grade wealth management to affluent families of varying sizes. Its core products comprise three pillars — Planning, Investments, and Innovation & Family Office — supplemented by Personal and Business Insurance Solutions, Business Advisory Solutions, and Private Wealth Management services targeted at corporate executives and real estate families. In February 2026, the firm extended its product set with Bison Managed 401(k), a real-time professional account management service for employer-sponsored retirement plans distributed through PowerMy401k.com.

The underlying technology stack is built around the Orion Advisor platform for client login, portfolio management, and reporting, with no proprietary AI or technology disclosed. Securities are offered through a non-affiliated broker-dealer, Metric Financial, LLC (FINRA/SIPC member), enabling Bison to operate as an advisory-only firm without bearing broker-dealer regulatory burden. The firm charges AUM-based advisory fees under individual Investment Advisory Agreements (specific pricing not publicly disclosed, available in Form ADV Part 2).

Bison's go-to-market is sales-led and field-based, anchoring growth on recruiting experienced advisors from major institutions (e.g., Gregory Owsiany from BNY Mellon bringing ~$1.3B in client assets to its New York Private Wealth group) and acquiring established practices (Bison Advisors in January 2025; Lightman Capital in November 2024). The firm serves four primary customer segments — Corporate Executives, Real Estate Families, Affluent Families, and (more recently) 401(k) Participants — and reported approximately $3 billion in combined assets under management. Revenue flows primarily through recurring AUM-based advisory fees, with insurance, planning, and 401(k) managed accounts as secondary streams.

Name

Bison Wealth

Legal name

Bison Wealth, LLC

Website

https://bisonwealth.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

51–100 employees

Short description

Bison Wealth is an Atlanta-based SEC-registered investment adviser offering personalized wealth management, retirement planning, and estate advisory services to affluent families, corporate executives, and real estate families across 15+ US office locations, with approximately $3 billion in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Investment advisory services
• Wealth management
• Financial planning
• Private wealth management
• Retirement planning

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices15 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Bison Wealth generates revenue through investment advisory fees, likely based on assets under management (AUM). The firm is an SEC-registered investment adviser offering personalized retirement and wealth management solutions. Securities are offered through Metric Financial, LLC, a separate broker-dealer entity.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Bison Wealth, LLC is an SEC-registered investment adviser (RIA) that delivers personalized wealth management, investment advisory, and retirement planning services to affluent families, corporate executives, and real estate families across 15+ US locations. The firm combines family-office-level expertise with offerings that include Planning Services, bespoke Investment Advisory Services, an Innovation & Family Office practice, Private Wealth Management, and the recently launched Bison Managed 401(k) real-time professional account management service available via PowerMy401k.com.

Product overview

Bison Wealth is a registered investment adviser (RIA) offering a unified wealth management platform centered on personalized retirement and wealth management solutions. The core offering portfolio includes Bison Managed 401(k) (a real-time professional account management service for 401(k) plans at PowerMy401k.com), Planning Services, Investment Advisory Services, and Innovation & Family Office capabilities. Supporting services include Personal and Family Financial Planning, Investment Advisory Services (for liquid assets), Personal and Business Insurance Solutions, and Business Advisory Solutions (including retirement plan design and insurance reviews). The firm serves individuals, families, corporate executives, and real estate families across multiple US locations.

Differentiator

Problem solved

Functional benefit

Brands

• Bison Managed 401(k): Professional account management service for 401(k) plans, offered at PowerMy401k.com. Provides active real-time professional account management for employer-sponsored retirement accounts with claimed average annual returns of 3.32% higher than standard 401(k) management based on Aon Hewitt research.

Products and services

• Bison Managed 401(k) A professional account management service where Bison advisers actively manage existing 401(k) accounts in real time, targeted at employer-sponsored retirement plan participants whose accounts have become neglected after initial enrollment. Distributed via PowerMy401k.com.
• Planning Services Financial planning services focused on understanding each client's individual needs and delivering personalized planning to help meet objectives now and in the future, including gathering client goals, what-if scenarios, 12-month plans with quarterly monitoring, and annual reviews.
• Investment Advisory Services Bespoke investment solutions crafted by industry experts to meet each family's individual goals, including portfolio review, risk assessment, and ongoing monitoring for liquid assets.
• Innovation & Family Office Advanced wealth management capabilities for high-net-worth clients, allowing the firm to take on multifaceted challenges, act on new opportunities, and continually evolve offerings. Reflects the firm's multi-billion-dollar family office heritage.
• Private Wealth Management Dedicated Private Wealth group serving corporate executives and real estate families with high-touch wealth management, retirement planning, and estate planning strategies.
• Personal and Business Insurance Solutions Risk management analysis and insurance review services covering personal and business coverage including life, disability, long-term care, and annuities.
• Business Advisory Solutions Business retirement and insurance program reviews, including Cash Balance Plans, 401(k) plans, key employee life insurance, and coordination with CPAs and estate planning attorneys.

Quantifiable outcome

• Average annual increase of 3.32% greater returns based on Aon Hewitt research for Bison Managed 401(k) accounts.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• lsfunds.comminorStrategic or Co-development PartnerListed as a strategic partnership on bisonwealth.com, suggesting a collaborative relationship in fund/wealth management services.
• Metric Financial, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Metric Financial, LLC located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA/SIPC. Bison Wealth and Metric Financial are not affiliate entities.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Large, multi-office independent RIA offering comprehensive wealth management to HNW and UHNW families, with a similar advisor-recruitment and tuck-in M&A growth model. Closest comparable in scale, multi-state footprint, and family-office-style service model.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, retirement plan, and tax services to affluent families. Directly comparable in full-service RIA positioning and rapid growth via advisor recruitment and acquisitions.
• Carson Group: Large independent wealth management firm serving advisors and their clients, with significant AUM, multi-office presence, and an active acquisition strategy targeting breakaway and growth-oriented advisors.
• Cetera Financial Group: Independent advisor-servicing firm supporting a national network of financial advisors with wealth management, retirement, and investment solutions. Comparable multi-office, multi-affiliate RIA model with HNW focus.
• Sanctuary Wealth: Independent RIA platform serving high-net-worth and ultra-high-net-worth clients through partner firms across the U.S. Comparable in providing institutional-level support to breakaway advisors serving HNW segments.
• Wealth Enhancement Group: Fast-growing independent RIA built through advisor recruiting and acquisitions, serving affluent and HNW clients across multiple U.S. regions. Strong direct comparable in growth-by-acquisition playbook.
• Buckingham Strategic Wealth: Independent RIA focused on evidence-based financial planning and investment management for affluent households. Comparable in serving families across multiple U.S. offices with a planning-led, advisor-driven model.
• Savant Wealth Management: Independent, fee-only RIA serving affluent families, business owners, and institutions across the Midwest and East Coast with planning, investment, and tax services. Comparable in multi-office wealth management for HNW families.

Broad incumbents

• LPL Financial: Largest independent broker-dealer and RIA custodian in the U.S., providing a broad wealth management platform for thousands of advisors. Larger incumbent providing infrastructure, custody, and technology used by many independent RIAs.
• Edelman Financial Engines: Large national RIA serving mass-affluent and HNW clients with financial planning, investment management, and workplace 401(k) advisory services. Larger incumbent with overlapping 401(k) participant and wealth management offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/bison-wealth-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bison Wealth