USA Today and Statista ranked
Avidian in the top 2% of U.S. firms and as one of just ten
Texas-based firms with over
$1 billion in AUM on the list.
HOUSTON, May 8, 2024
/PRNewswire-PRWeb/ -- Avidian Wealth Solutions proudly announces
its inclusion on USA Today's
prestigious list of Best Financial Advisory Firms for 2024. This
recognition marks the second consecutive year that Avidian has
received the honor, further solidifying its position among the
nation's top financial advisory firms.
"This achievement is a testament to the
dedication of our team and the trust our clients place in us."
--Luke Patterson, CEO of Avidian
Wealth Solutions
USA Today, in partnership with
Statista, conducts a rigorous evaluation process to identify the
top registered investment advisory (RIA) firms in the United States. The ranking methodology is
based on two things: recommendations from financial advisors,
clients, and industry experts via an independent survey among over
25,000 individuals, and both short-term (12-month) and long-term
(5-year) growth in assets under management (AUM) development
analyzed using publicly available data.
Avidian emerged as a standout performer in advisor, client, and
industry recommendations, as well as both short- and long-term AUM
growth, underscoring their commitment to delivering exceptional
results for clients and the trust and confidence placed in Avidian
by those they serve.
Luke Patterson, CEO of Avidian
Wealth Solutions, expressed gratitude for the recognition, stating,
"We are honored to once again be acknowledged as one of the best
financial advisory firms in the nation. This achievement is a
testament to the dedication of our team and the trust our clients
place in us."
This recognition is only the most recent of several big
achievements for the firm in 2024, including the recent acquisition
with the esteemed Austin wealth
management firm, Equistar Wealth Management.
Jim Atkinson, COO of Avidian,
emphasized the firm's ongoing commitment to excellence, stating,
"While we are proud of this accomplishment, we remain focused on
continuously enhancing our capabilities to better serve our
clients' evolving needs."
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.
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.
For more information, please contact Justin King at 281-822-8802 or email
justinking@avidianwealth.com.
Media Contact
Justin King,
https://avidianwealth.com/, 1 (713) 894-6520,
justinking@avidianwealth.com
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SOURCE Avidian Wealth Solutions