Published on: 05/04/2023
USA TODAY Ranks Avidian Wealth Solutions Among the Best Financial Advisory Firms of 2023
Out of 32,000 registered investment advisors (RIAs), USA TODAY and Statista ranked Avidian in the top 2% of U.S. firms
HOUSTON, May 4, 2023 /PRNewswire-PRWeb/ — Avidian Wealth Solutions has been recognized as one of the best financial advisory firms in the United States by USA TODAY and Statista* in the publication’s inaugural Best Financial Advisory Firms list, which was built on input from industry professionals and clients alike.
Two criteria were used to rank the RIA firms: recommendations by clients and peers and a firm’s growth of assets under management (AUM). Financial services clients were asked to recommend top RIA firms, while financial advisors were asked to consider a scenario where their firm could not take on a client and had to recommend another RIA firm.
Avidian was one of only ten Texas firms with over $1 billion of AUM on the list, five of which are based in Houston. This recognition highlights Avidian’s commitment to providing exceptional financial advisory services to its clients and its continued growth in managing its clients’ assets.
“We are honored to be recognized as one of the best financial advisory firms in the United States,” said Luke Patterson, CEO of Avidian Wealth Solutions. “It’s one thing to be recognized by our peers, but to earn the recommendations of the people we serve is a direct reminder of why we’re here in the first place — to improve the lives of those we serve.”
This award is only the latest in what’s been a series of milestone achievements for Avidian, which includes a high-profile partnership with Stone Wealth Management and a partnership with RJ Capital in December of 2022.
“Ranking among the top 2% of advisory firms in America by USA TODAY is an incredible honor, but we aren’t declaring ‘mission accomplished’ just yet,” says Avidian COO, Jim Atkinson. “We remain dedicated to continuing to grow our firm and capabilities, enabling us to better serve our clients now and in the future.”
ABOUT AVIDIAN WEALTH SOLUTIONS
Avidian Wealth Solutions is a Houston-based team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including but not limited to financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency. For more information, visit Avidianwealth.com or find us on LinkedIn and YouTube.
Please note: 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.
For more information, please contact Justin King at 281-822-8802 or email justinking@avidianwealth.com.
Media Contact
Justin King, Avidian Wealth Solutions, 1 7138946520, justinking@avidianwealth.com
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