You’ve built meaningful client relationships.Your next step should strengthen them.
At Avidian, advisors transition into an environment where flexibility, transparency, and support are built into the foundation. No unnecessary barriers. Just the infrastructure to help you operate at your highest level.
It was evident to me that Avidian was moving in the direction that I saw for my future and for my clients.
Shaheen Ladhani
Managing Partner
I wish I had done this years ago. Every day, it just gets easier and easier.
Gregory J. Litts
Partner, Sr. Wealth Advisor
Everyone at Avidian has been so warm and engaging — but it was the women who put me over the top.
Jenny Fleming
Wealth Advisor
Avidian provides experienced wealth advisors with a client-first alternative to wirehouses and traditional firms.
We offer tools, resources, and the ability to manage your business in a way that aligns with your goals — while meeting the transparency expectations of today’s clients. Become part of our team and help clients pursue their long-term financial objectives while building your practice and planning for your future.
Avidian is built to support advisors — not dictate how they operate. Advisors maintain the flexibility to serve clients without feeling obligated to push proprietary products. The result is an environment where advisors can deliver meaningful outcomes for clients.
Joining Avidian means gaining access to sophisticated capabilities typically associated with much larger firms. From advanced planning resources and institutional-quality investment research to responsive compliance support, advisors are equipped with the infrastructure needed to scale with confidence.
Avidian is structured to support advisors over the long term. Whether the goal is to grow, to plan for succession, or transition to the next phase of a career, our client-first, fiduciary model is designed to address not only today’s business needs, but also the future that advisors want to build for themselves and their clients.
Stay up to date with what’s happening at Avidian through a collection of major announcements and references to our firm and advisors in various publications.
07/17/2026
Avidian Wealth Solutions Acquires Ridgeback Capital Management, Strengthening and Expanding Houston-Area Presence
04/14/2026
Avidian Wealth Solutions Announces Strategic Partnership with Senior Wealth Advisor Reid Guthrie, CFP®
03/27/2026
Avidian Wealth Solutions Strengthens Its Team with Addition of Esteemed Partners and Senior Wealth Advisors *
Join us as Managing Partner, Jim Atkinson, talks to $350 million investment advisor Greg Litts about his experience as he transitions away from owning his own firm and joins Avidian Wealth Solutions.
Hear directly from advisors who made the transition and how it helped reshape their businesses.*
Avidian offers ultra-high-net-worth advisors a true institutional platform built for established practices managing $200M – $1.5B. We provide:
Deliver a higher level of client experience with research-driven model portfolios, institutional-grade reporting, integrated financial planning, and dedicated operational support. Our in-house teams provide the resources, guidance, and responsiveness needed to serve your clients with confidence and efficiency.
As a 100% employee-owned firm, Avidian is focused on empowering advisors, not outside investors. Advisors gain access to sophisticated marketing resources, streamlined onboarding, and a collaborative environment designed to help them expand their reach, strengthen their business, and build for the future.
Our dedicated M&A and onboarding teams ensure a smooth transition with minimal disruption. New advisors will benefit from proven succession planning, advanced technology integration, compliance support, and marketing resources that help you scale efficiently while maintaining your unique client relationships.
Download our guide outlining key considerations advisors evaluate before making a transition.
From initial conversations through full integration, this team works closely with advisors to create a thoughtful and efficient transition experience.
One of the best ways 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.
