BRIAUD FINANCIAL ADVISORS
SEC RegisteredBriaud enables you to focus on the better things in life and worry less about money
About the firm
Briaud Financial Advisors is a fee-only financial services company founded in 1986 by Janet Briaud, dedicated to putting clients' interests first in all circumstances. The firm offers comprehensive financial planning, investment management, and trust services to high net worth families and individuals across the United States. Recognized nationally as a leading provider of financial planning and asset management services, the firm adheres to a true fiduciary standard and has never accepted a commission.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and trust services.
Who they serve
High net worth families and individuals across the United States, with a special emphasis on professors and other higher education professionals, federal employees, business owners, and families with special needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 35 | $27M |
| High Net Worth Individuals | 243 | $883M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2M | 1.00% |
| $2M to $5M | 0.75% |
| Above $5M | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIAUD FINANCIAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched