Published on: 04/14/2026
Avidian Wealth Solutions Named on USA Today’s Best Financial Advisory Firms List for 2026
FOR IMMEDIATE RELEASE
USA Today and Statista ranked Avidian in the top 2% of U.S. firms and as one of just twenty-two Texas-based firms with over $1 billion in AUM on the list.
HOUSTON, TEXAS
April 14, 2026
Avidian Wealth Solutions is pleased to announce its inclusion on USA Today’s Best Financial Advisory Firms 2026, marking this as the third year the firm has earned this national recognition. The distinction places Avidian among an elite group of registered investment advisors (RIAs) selected from across the country.
The annual ranking is produced by USA Today in partnership with market research firm Statista,
now in its fourth year. To determine the ranking, USA Today evaluated firms’ assets under
management (AUM) over both short- and long-term periods, alongside the number of
recommendations each firm received from clients and peers. Firms are grouped into four asset-
size categories: up to $500 million, $500 million to $1 billion, $1 billion to $5 billion, and over $5
billion in assets.
Earning a spot on this list is a significant achievement, and being one of only 22 Texas-based firms recognized out of 1,000 selected nationwide reflects the depth of trust Avidian has built with clients and peers alike.
Luke Patterson, CEO of Avidian Wealth Solutions, reflected on what the recognition means to the firm, saying: “Three years on this list tells a story. Not just about growth, but about relationships. We are grateful for the trust our clients place in us and for the opportunity to serve
them. We view this recognition as a reflection of the relationships we have built and our team’s
ongoing commitment to serving clients with care and discipline.”
The 2026 recognition comes as investors nationwide are navigating heightened market volatility driven by geopolitical uncertainty and inflationary pressures — conditions that underscore the
importance of thoughtful, fiduciary guidance. Avidian’s continued inclusion on this list highlights
the firm’s ongoing focus on providing client-centered advice across a range of market environments.
Jim Atkinson, COO of Avidian Wealth Solutions, added: “We are honored to be recognized
again. This acknowledgment reflects our team’s continued focus on serving our clients’ evolving
needs and maintaining a disciplined, long-term approach.”
ABOUT AVIDIAN WEALTH SOLUTIONS
Avidian Wealth Solutions is a Houston-based team of independent fiduciaries focused on helping clients meet complex financial needs. The firm provides a comprehensive suite of services including but not limited to financial planning, investment management, and insurance solutions. Avidian strives to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently working to maintain our core values of trust, credibility, and transparency. For more information, visit avidianwealth.com.
Note to Editors:
For additional information regarding Avidian’s recognition on USA Today’s Best Financial Advisory Firms list or to inquire about licensing options, please contact Justin King at the provided media contact information.
Disclaimer:
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.
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For more information, please contact Justin King
Internal Communications Director
Avidian Wealth Solutions
Phone: 281-822-8802
Email: justinking@avidianwealth.com