Elevate

Take your existing client relationships to new heights by partnering with a highly collaborative wealth management firm focused on advisor and client experience.

Hear what our team members have to say about joining Avidian

Robert Harris

Robert Harris
CFP®, Sr. Wealth Advisor

Avidian is a very credential-deep collaborative, independent firm that’s employee owned with no outside influence whatsoever.

Interview between Robert Harris and Jim Atkinson, Head of M&A at Avidian

Hear Robert’s story and learn more about his journey from UBS to Avidian on the

Mindy Diamond on Independence podcast
Scott Bishop

Scott Bishop
MBA, CPA/PFS, CFP®, Executive Director of Wealth Solutions

When my partner and I were looking to leave our prior company, we had to decide what we enjoy doing vs. what we would be doing if we started our own boutique firm from scratch. Given our areas of interest and skill, we decided that we wanted to spend our time serving clients and growing our book. We joined Avidian because they gave us the flexibility to grow as we wanted while taking over the areas we didn’t want to deal with such as HR, Compliance, trading and accounting.

 

Preston W. Snow

Preston W. Snow
CFP®, Sr. Wealth Advisor, Managing Partner

I am happy to work in a pro business environment surrounded by high quality individuals who put clients first.

Link to video Interview with Preston W. Snow CFP®, Sr. Wealth Advisor, Managing Partner

David M. Lee

David M. Lee
CFP®, Sr. Wealth Advisor

As a solo practice, I had been looking for over 10 years for a succession partner. I’ve probably been in discussions with at least a dozen prospective partners, but unable to find one who would provide the same level of concern for my clients and capacity to serve various client needs. Finally, Avidian came to my attention. They were flexible enough to work through the nuances of my client base.

link to Interview with David M. Lee CFP®, Sr. Wealth Advisor

 

Carter Backburn

Carter Blackburn
Wealth Advisor, M&A Specialist

At Avidian, I have the opportunity to deliver a premiere family office experience to my clients every day. My business has grown effectively and efficiently as a fiduciary. The culture and the team are top notch, and the tools we can offer our clients are comprehensive.

Interview with Carter Blackburn and Jim Atkinson, Head of M&A at Avidian

What makes Avidian different

Innovative Technology

The Financial service industry is changing at a rapid pace and we aim to keep you on the cutting edge when serving clients with innovation and excellence. Our drive to provide advisors the best tools available continues to be the focus of our Technology Leadership Team. Through these efforts, we have implemented a Tech Stack that is second to none. Our Tech offerings continually grow and evolve as we discover new ways to assist our advisors with delivering the best client experience possible.

Exceptional Planning Capabilities

You may want choices when offering planning services to your clients. Money Guide Pro and eMoney are both available to our advisors. We further enhance your capabilities by providing access to our in-house planning team who are available to assist with planning services, answer client questions, co-present plans and offer guidance on important planning topics.

Top Tier Research & Trading

Our investment management team provides a range of solutions and services focused on the best desired outcomes for our clients and their advisors. Our in-house team utilizes research from top institutions, along with trading capabilities focused on a core/satellite approach. We can work with any advisor as we utilize a wide variety of ETF, individual stock strategies, and Separately managed accounts, along with individual bonds and bond ETFs. Your Accredited and Qualified clients will also have access to a host of Alternative Investments including Private Funds.

Best in Breed Reporting & Billing System

One of the most important aspects of investment management for a firm is efficient reporting and billing. We utilize Orion to give our advisors the best tools for watching over the assets of the families they have been entrusted with. We’ve customized our processes to create an extremely effective and accurate billing system with a user-friendly interface.

Industry Leading Custodians

At Avidian, we only partner with the best custodians to house the assets of our hard-working clients. Our assets are custodied at Fidelity, Schwab, and Millennium Trust.

“AT AVIDIAN, WE DO MORE THAN MANAGE YOUR MONEY, WE PROVIDE COMPREHENSIVE WEALTH PLANNING SOLUTIONS.”

  • 18years of success.
    Founded in 2003.
  • 52Financial
    Professionals
  • $3.2Billion Client Assets
    under management

Explore a Better Path

Tired of fighting an uphill battle? Choose a better path, one that aligns firm and advisor objectives to deliver the best possible client experience.

Learn More

The Highest Standards of Excellence

Our partners benefit from the scale and synergies of a larger collaborative enterprise while maintaining control and having certainty at the time of succession. We carefully select our partners based on the highest standards of excellence and together form a powerful network that supports productive relationships through the sharing of resources and best industry practices.

A Growing Movement

Avidian is at the forefront of a growing movement in the wealth management industry toward transparency and independence, and we’re always looking for qualified, experienced advisors to join our team. The Avidian Wealth Solutions partnership solution allows for more certainty and control of your future.

Let’s Talk

Accelerate your practice in a collaborative environment

With advisor experience and client experience at the forefront of everything we do, Avidian Wealth is committed to excellent results and a great culture for everyone on our team. When advisors join Avidian, they are provided with the opportunities and tools to take their business to the next level. Come join the growing independent channel to provide a powerful future for you and your family, as well as your clients.

Luke Patterson
CEO, CIO

Avidian was built on the principals of putting the client experience first. At Avidian we provide advisors with the technology and tools they need to deliver the best possible client experience. I’m looking forward to showing you why Avidian is the premiere wealth management firm in Texas.

Jim Atkinson
Head of M&A, Managing Partner

Client and advisor experience is a concept we act on every single day and one of the primary reasons that advisors like yourself are choosing Avidian. Come take a tour and experience the Avidian difference for yourself.

Explore a new path

As a firm that has been a part of many successful advisor transitions, we know that a big change can seem complicated. We are here to make things simple and would love the opportunity to chat with you about what your future could look like at a highly collaborative firm like Avidian. The best way to know if we’re the right next step in your career journey is to schedule a quick conversation. Simply fill out our quick confidential form, and a member of our team will contact you shortly.

LET'S TALK