Investment management focuses specifically on building and overseeing a portfolio, while financial planning takes a broader view of a family’s overall financial picture, including goals, cash flow and long-term needs. Avidian’s advisors are structured to combine both, so investment decisions are made with the fuller picture in mind rather than in isolation.
UHNW and HNW Investment Management in Austin
Research-based, time-tested portfolio management for high-net-worth individuals, families, and business owners.
Avidian Wealth Solutions is a private wealth management firm made up of highly credentialed and experienced financial professionals from across disciplines and sectors. Whether you’re looking for ultra-high-net-worth (UHNW) or high-net-worth (HNW) investment management in Austin to complement your retirement planning, an RIA advisor in Austin who can help you manage your investments, or someone to manage your estate planning in Austin, our team at Avidian Wealth Solutions is prepared to guide you.
We take a holistic approach to managing investments and building balanced, diverse portfolios using time-tested fundamentals and a disciplined approach. To learn how Avidian’s wealth management strategy can help high-earning investors in Austin reach their long-term goals, schedule a consultation with us today.
$
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of August 22, 2026. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistently with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2025.
Why partner with Avidian’s investment advisors in Austin?
Choosing an investment advisor is a significant decision, especially when substantial wealth is involved. Avidian’s advisors pair technical expertise with a personalized process built around each family’s specific goals, time horizon and risk tolerance.
Below are several reasons UHNW and HNW families in Austin choose to work with Avidian:
Trusted experience
Our team is comprised of highly credentialed, specialized, and experienced wealth management professionals who work together to handle multiple aspects of your financial life, including asset management, debt management, risk management, taxation, wealth transfer, and more.
Personalized asset management from a team of multidisciplinary financial professionals
Is it worth getting an asset manager in Austin? Managing an investment portfolio well is not something that can be done part-time. Opportunities and vulnerabilities appear every day, and unpredictable fluctuations have a significant impact on your portfolio’s performance and, therefore, your future.
Our multidisciplinary team consists of CFP® professionals, investment specialists, investment analysts, and other experienced professionals who work together to identify investment opportunities and manage portfolio risks based on your objectives.
Gain access to private securities
For qualifying clients, Avidian may also offer access to certain alternative investment strategies, including private securities that are not publicly traded. Private securities may offer return and diversification opportunities but involve significant risks, including illiquidity, limited transparency, valuation uncertainty, concentration risk, restrictions on transfer, and the possible loss of principal. Availability varies, is not guaranteed, and these investments may not be appropriate for every client. Investors should carefully review the applicable offering documents and consult their financial, tax, and legal professionals before investing.
Tax planning strategies
Tax considerations can be complicated. Although there is no separate Texas capital gains tax or dividend tax, federal taxes may still apply. High-net-worth investors may benefit from evaluating tax-planning considerations such as investment holding periods, realized gains and losses, asset location, and the use of tax-advantaged accounts. These considerations can affect an investor’s after-tax results.
Do you know whether some investments in your portfolio would better serve you as short- rather than long-term gains? Are you getting all of the benefits that you can from any tax-advantaged accounts? Are you sure that you are up to date on all of the frequently changing tax laws surrounding every type of asset in your portfolio?
Avidian’s Austin investment advisors incorporate relevant tax planning considerations to develop portfolios designed with tax efficiency in mind. Our advisers use scenario analysis to evaluate how portfolios may respond under different market conditions, based on each client’s financial circumstances, long-term goals, and risk tolerance.
Comprehensive risk management
The financial planners in our Austin family office environment use technology, analytical resources, and the experience of our multidisciplinary team to support a disciplined risk-management process. Depending on each client’s circumstances and investment strategy, we may diversify portfolios across asset classes and sectors, evaluate liquidity, monitor allocations, and rebalance when appropriate. These practices are intended to help manage investment risk and support informed decision-making rather than react to the market.
What are the different types of Austin investment management?
No two investment management firms offer the exact same lineup of services. Avidian’s Austin-based team offers a wide range of offerings built around a family’s complete financial picture, not portfolio performance in isolation.
Asset allocation and investment strategy
Every portfolio starts from a different place, which is why Avidian’s process begins with a conversation about a client’s goals and risk tolerance rather than a preset model. From there, advisors can work with you to build an allocation strategy that may incorporate alternative assets when appropriate, alongside more traditional holdings.
Portfolio management
Building a portfolio is only the first step. Because markets and circumstances shift over time, Avidian’s team checks in on client portfolios on a regular basis and adjusts course as needed to help keep things aligned with what a client set out to achieve.
Tax planning and investment advisory
Investment decisions rarely happen in a vacuum, especially at higher income and asset levels. Avidian pairs tax planning guidance with its investment advisory work, so clients can weigh the tax impact of a decision alongside its investment merit.
Retirement planning
Retirement planning at Avidian starts with a look at where a client stands today, not just where they’d like to end up. From there, advisors map out a plan connecting current finances to future goals, adjusting as timelines or circumstances change.
Risk management
No portfolio is immune to market swings. Avidian’s risk management work is aimed at helping clients prepare for that reality, with solutions tailored to a client’s specific exposure, whether that comes from market volatility, concentrated positions, or other factors unique to their situation.
Estate planning services
Passing wealth to the next generation involves more than a will. Avidian’s advisors work alongside clients on estate planning strategies meant to reflect how they want their wealth distributed, coordinating with outside attorneys as needed.
Ready to talk with an Austin-based UHNW and HNW investment team?
Whether you’re exploring investment management in Austin for the first time or looking to build on an existing plan, Avidian’s team is ready to help. Our advisors take the time to understand your full financial picture, including your goals, your risk tolerance and the other financial priorities that matter to your family. From there, we work to build a strategy designed around what you’re trying to accomplish, rather than a one-size-fits-all approach.
Every family’s financial situation looks different, and the right plan should reflect that. When you’re ready to take the next step, schedule a conversation with our team to learn more about how we can work together and what a tailored approach could look like for you.
5 Strategies to safeguard your wealth for future generations
If you are planning for your family’s future, this resource can help you understand financial and estate-planning considerations and prepare for conversations with your financial, tax, and legal professionals.
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*
Austin investment management — FAQs
How is investment management different from financial planning?
How much does it cost for someone to manage your investments?
The cost of investment management typically depends on the fee structure a firm uses, which may include a percentage of assets under management, a flat fee, or some combination of the two. Fees may also vary based on which services are included, such as tax planning or estate planning alongside portfolio management.
What is the difference between investment management and Austin asset management?
Investment management and asset management are closely related terms, though asset management can sometimes refer to a broader scope of holdings, including real estate or business interests, in addition to a traditional portfolio. Firms offering Austin asset management may specialize in one area or bring several services together under one roof. Avidian’s approach is structured to combine these pieces for clients rather than treating them separately.
Important Disclosure: Advisory and financial-planning services are provided only pursuant to an executed agreement. The scope and availability of services depend on each client’s individual circumstances and engagement. Avidian does not provide legal advice. Clients should consult qualified tax, legal, and insurance professionals regarding their specific circumstances. Investing involves risk, including the possible loss of principal. Financial planning and investment strategies cannot guarantee any particular outcome. For additional information regarding Avidian’s services, fees, and material conflicts of interest, please review our Form ADV Part 2A.