What Avidian Wealth Solutions does

Avidian Wealth Solutions is a privately held, advisor-owned registered investment advisor founded in 2003 and headquartered in Houston, Texas, with offices in Austin, Sugar Land, The Woodlands, and a newly established Southeast Region (Alabama). The firm operates a boutique family office model delivering fiduciary wealth management to high-net-worth individuals and families ($1MM–$10MM investable), ultra-high-net-worth family office clients ($10MM–$500MM+), business owners and executives, pre- and post-retirees, and institutional clients through endowments, foundations, and an Outsourced CIO offering. As of March 31, 2026, Avidian reports $5.3 billion in regulatory assets under management and a team of 57 financial professionals holding CFP, CFA, CAIA, CEPA, MBA, and Ph.D. credentials.

The platform is built on a stack of best-in-class third-party technologies rather than proprietary IP: MoneyGuide Pro and eMoney for financial planning, Orion Advisor Tech for portfolio and practice management, and Fidelity Institutional and Charles Schwab for custody and client portal access. Service modules span investment management (core/satellite portfolios with public and private securities access including Blackstone, Brookfield, Blue Owl, Vista, and Starwood), tax strategies, estate planning, risk management, retirement planning, business succession and exit planning, 529 education funding, and charitable giving. The firm has no app, no proprietary APIs, and no AI/ML capabilities disclosed in source materials.

Avidian monetizes via recurring AUM-based advisory fees with a $1M+ new-client minimum and quote-based, non-publicly disclosed pricing. Go-to-market combines direct advisor-led field sales with an institutionalized M&A and advisor recruitment engine: the firm acquired Stone Wealth Management in January 2023, acquired the $600M Linscomb Wealth team in February 2026, and has onboarded multiple partner-track senior advisors. The advisor-owned partnership model (no institutional or PE backing) and dedicated M&A leadership position inorganic advisor recruitment as a parallel distribution channel to organic client acquisition, driving the firm's strong growth trajectory and geographic expansion from Texas into the broader Southeast.

Name

Avidian Wealth Solutions

Legal name

Avidian Wealth Solutions

Website

https://avidianwealth.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Avidian Wealth Solutions is an advisor-owned, Houston-based RIA delivering fiduciary wealth management to high-net-worth individuals, families, business owners, and endowments, with $5.3B in AUM across Texas and Alabama offices, growing via M&A and partner-track advisor recruitment.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Family office solutions
• Outsourced cio services

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Assets Under Management (AUM) Fees: Avidian charges fees based on assets under management, typically calculated as a percentage of client assets. The firm reports $5.3 billion in client assets under management as of March 31, 2026.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Avidian Wealth Solutions is a boutique, advisor-owned registered investment advisor that delivers coordinated wealth management to high-net-worth individuals, families, business owners, executives, and institutional clients. Core services encompass Private Wealth Management, Avidian Family Office, and Endowments and Foundations / Outsourced CIO, supported by integrated modules in investment management, financial planning, tax strategies, risk management, estate planning, retirement planning, alternative investing, business succession and exit planning, education funding, and charitable giving. Assets are custodied with Fidelity Institutional and Charles Schwab, and the firm charges AUM-based fees to clients with at least $1M in investable net worth.

Product overview

Avidian Wealth Solutions is a boutique family office wealth management firm offering a unified platform of coordinated financial services. The core offerings include Private Wealth Management (for clients with $1MM-$10MM), the Avidian Family Office (for clients with $10MM-$500MM+), and Endowments/Foundations services with Outsourced CIO. These are supported by integrated modules covering Investment Management, Financial Planning (via MoneyGuide Pro and eMoney), Tax Strategies, Risk Management, Estate Planning, Retirement Planning, Alternative Investing Strategies, Business Succession/Exit Planning, Education Funding (529 Plans), and Charitable Giving. The firm operates on a fiduciary model, working with Fidelity Institutional and Charles Schwab as custodians, and serves clients primarily in Texas with offices in Houston, Austin, Sugar Land, and The Woodlands.

Differentiator

Problem solved

Functional benefit

Products and services

• Avidian Family Office Boutique family office model providing comprehensive wealth oversight for families with $10MM to $500MM+ in assets, coordinating governance, trusts, investments, and philanthropic strategies without the cost or complexity of a private family office.
• Private Wealth Management Holistic wealth management service for high-net-worth individuals with $1MM to $10MM in investable assets, providing investment management, financial planning, retirement readiness, and coordinated wealth services under one advisor team.
• Endowments and Foundations / Outsourced CIO Fiduciary partnership service for endowments, foundations, and nonprofits delivered through an Outsourced Chief Investment Officer (OCIO) model, providing institutional-level investment management, investment policy design, board governance advisory, and mission-aligned investing support.
• Investment Management Research-driven portfolio management using a core/satellite approach spanning ETFs, individual stocks, separately managed accounts, and bonds, with access to alternative investments such as private funds, venture capital, hedge funds, private equity, and real estate for qualified clients.
• Financial Planning Comprehensive financial planning service leveraging MoneyGuide Pro and eMoney platforms, providing coordinated, cost-effective strategies tailored to specific financial goals and timelines.
• Tax Strategies Tax-sensitive wealth planning service that seeks to maximize future income, protect assets, and optimize contribution and distribution strategies as part of a sustainable financial plan.
• Risk Management Conservative risk management service providing protective strategies designed to make client portfolios resilient to unexpected events and market volatility.
• Estate Planning Estate planning service delivered in a family office-style environment, developing tax-sensitive wealth transfer plans that make family and charitable gifting goals a reality.
• Retirement Planning Pre- and post-retirement planning service that covers retirement income planning, retirement tax planning, and Social Security maximization strategies for high-net-worth clients.
• Alternative Investing Strategies Access to alternative investments including private funds, venture capital, hedge funds, private equity, and real estate, offered to qualified clients seeking portfolio diversification beyond public markets.
• Business Succession Planning Planning service that prepares business owners for smooth and tax-efficient business succession in the event of unexpected changes such as illness, disability, or divorce.
• Exit Planning Strategies Comprehensive exit planning service covering business valuation, exit strategy selection, tax implications, and transition coordination for owners preparing to exit their business.
• Education Funding / 529 Plans Education funding service offering college funding strategies including 529 College Savings Plans for tax-efficient education savings for children and grandchildren.
• Charitable Giving Charitable giving strategies and tax planning service that helps clients reduce tax liability while supporting charitable causes and philanthropic goals.
• Small Business Retirement Planning Retirement planning service for small businesses, covering small business 401(k)s, SEP IRAs, SIMPLE IRAs, and Roth IRAs.

Quantifiable outcome

• $5.3 billion in client assets under management
• +3 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

Four partnerships are on record, tiered core.

• Fidelity InstitutionalcoreOthersFidelity Institutional provides custodial services for client accounts, allowing Avidian to custody assets through one of the industry's most respected wealth management support providers. This partnership enables Avidian to offer secure asset custody and access to Fidelity's platform.
• Charles SchwabcoreOthersCharles Schwab provides custodial services for client accounts, allowing Avidian to custody assets through one of the industry's most respected wealth management support providers. This partnership enables Avidian to offer secure asset custody and access to Schwab's platform.
• MoneyGuide ProcoreTechnology or IntegrationMoneyGuide Pro is a financial planning software platform available to Avidian advisors for comprehensive financial planning services, including goal-based planning and scenario analysis.
• eMoneycoreTechnology or IntegrationeMoney is a financial planning platform available to Avidian advisors for comprehensive financial planning services, including wealth visualization and planning tools.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Creative Planning: One of the largest independent, fee-only RIAs in the U.S., serving HNW families with comprehensive wealth management, financial planning, and tax services. Closely comparable to Avidian's full-service RIA model, though at significantly greater scale.
• Mariner Wealth Advisors: Comprehensive independent RIA serving HNW and UHNW clients with family office, investment management, tax, and estate services. Pursues an aggressive advisor lift-out and acquisition strategy similar to Avidian's playbook.
• Mercer Advisors: National independent RIA offering comprehensive wealth management, estate planning, tax, and family office services. Has historically been one of the most prolific acquirers of small advisory firms, making it a direct comparable on roll-up dynamics.
• Carson Wealth: Independent RIA platform serving HNW families with holistic financial planning and investment management. Competes directly with Avidian for wirehouse breakaway advisors and family-office-style clients.
• Sanctuary Wealth: Partner-owned RIA platform that recruits wirehouse breakaway advisors by offering equity and independence. Nearly identical go-to-market motion to Avidian's advisor partnership program.
• Moneta Group: Independent, fee-only RIA providing comprehensive wealth management, tax, and family office services to HNW households. Operates on a similar partner-ownership structure and full-service platform as Avidian.
• Sequoia Financial Group: Fee-only RIA delivering investment management, financial planning, and tax services to HNW clients, with growing OCIO capabilities. Comparable to Avidian in client segments, services, and advisor-led growth model.
• Edelman Financial Engines: Large independent RIA serving HNW and mass-affluent households with financial planning and investment management. Competes with Avidian for HNW financial planning engagements, though at significantly greater scale.
• Cresset Asset Management: Independent, family-owned RIA offering family office, investment management, and OCIO services to UHNW families. Comparable to Avidian Family Office on UHNW service model and OCIO offerings.

Broad incumbents

• Goldman Sachs Personal Financial Management (Ayco): Bank-affiliated wealth management arm targeting corporate executives and UHNW households with integrated financial planning. Represents the incumbent, scaled alternative to boutique RIA models like Avidian, particularly for executive compensation and concentrated-stock clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/AvidianWealth/videos
• Facebookfacebook.com/avidianwealth
• LinkedInlinkedin.com/company/avidian-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 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 Avidian Wealth Solutions