Best Financial Advisory Firms of 2023: To be considered for this ranking, Avidian Wealth Solutions, LLC, had no interaction with USA Today or any of its affiliates. Inclusion did not include Avidian participating in any survey, advertisement, or compensation. For full disclosure, click here: USA Today Methodology for Ranking Best Financial Advisory Firms.
Top 10 Largest Houston-Area Investment Firms: To be considered for this ranking, Avidian Wealth Solutions, LLC, provided answers via a questionnaire. For full disclosure, click here: 2023 Largest Houston-area wealth management firms and practices, investment minimums over $1 million.
Fastest-Growing IRA Firms in America: Methodology relies on publicly reported data compiled by Discovery Data. CityWire considered only RIAs with a significant number of financial planning clients, excluded those affiliated with broker-dealers, and aimed to remove those primarily serving as back-end service providers. The rankings are based on growth in AUM and employee count in 2022.