The $6 billion milestone underscores more than two decades of growth for the independent, fiduciary-led firm.
HOUSTON, Aug. 22, 2026 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions, an independent SEC-registered investment advisor firm serving families throughout Texas and across the United States, has grown its total assets under management to more than $6 billion. The milestone continues a multi-year growth trajectory for the firm, which surpassed $4 billion in AUM in 2023.
Avidian's growth over the past several years reflects an expanding footprint and a broadening suite of services, including financial planning, investment management, private fund opportunities, risk management, and endowment/foundation services, all delivered through a family office-style model. The firm has continued to add planners and CPAs to its team as it has grown.
"This milestone reflects the dedication of our team and the trust our clients place in us," says Avidian CEO Luke Patterson. "We remain focused on the same mission that has guided us from the start: helping the families we serve better consolidate and coordinate their financial lives and plan for their financial futures."
Moving forward, Avidian will stay committed to its service-driven approach, continuing to invest in its team and its offerings on behalf of the individuals and families it serves.
ABOUT AVIDIAN WEALTH SOLUTIONS
Avidian Wealth Solutions is a 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
For more information, please contact Justin King at 281-822-8802 or email [email protected].
Media Contact
Justin King, Avidian Wealth Solutions, 1 281-822-8802, [email protected], https://avidianwealth.com/
SOURCE Avidian Wealth Solutions
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