Avidian
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 51-200 Employees
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Overview
Headquarters
800 Town and Country Blvd Ste 220, Houst...Phone Number
(281) 822-8800Website
www.avidianwealth.comRevenue
$27.8 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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2
About Avidian
Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for the company's clients. The company's professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts. The company collaborates as a team with you and your trusted network of professionals to ensure that all aspects of your finances are coordinated and working in line with your goals. The company's engagement process is designed to help you make informed and confident decisions in the areas of financial planning, estate planning, tax strategies, risk management, and investment management.Explore more
Avidian Org Chart
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Company Profile Activity
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Avidian is experiencing very low activity levels compared to other companies in the Finance sector.
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Avidian financials insights
Gather financial insights about Avidian, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Avidian Tech Stack
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Most Recent Scoops
Promotion
Executive Move
Rachel Daniels has recently been promoted from Director, Operations to the role of Chief Operating Officer.
Executive Moves, Promotion
Facilities Relocation / Expansion
Avidian is planning to move offices in June 2026. The move will impact approximately 27 employees at the existing office located at 4210 Spicewood Springs Rd Bldg. E, Austin, TX.
Facilities Relocation/Expansion
Award
Funding
Avidian News & Media
Avidian Wealth Solutions Announces Strategic Partnership With Senior Wealth Advisor Troy Taylor, CFP®
Troy Taylor, CFP® will join Houston-based Registered Investment Advisor (RIA) Avidian Wealth Solutions as a Partner and Senior Wealth Advisor. HOUSTON, Feb. 4, 2026 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions is pleased to announce its strategic partnership with Troy Taylor, CFP®, who...Avidian Wealth Solutions Unveils Further Expansion into Austin Market
Avidian Wealth Solutions announces its acquisition of longtime Austin advisory firm Equistar Wealth Management, which currently has $166 million in assets under management (AUM). HOUSTON, May 17, 2024 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions, a leading independent financial advisory...Avidian Wealth Solutions Honored on USA Today's 2024 List of Best Financial Advisory Firms
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...Avidian Wealth Solutions Appoints New Director of Financial Planning, Robert Palmer
The Texas wealth management firm's new director of financial planning comes with an award-winning track record at Fidelity. HOUSTON, Oct. 3, 2023 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions is pleased to announce the appointment of their new director of financial planning, Robert...
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Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for the company's clients. The company's professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts. The company collaborates as a team with you and yo... Read More
