Insights

Long-standing Reputation Briaud Financial Advisors has nearly 40 years of experience in the financial services industry, demonstrating stability and a strong client trust base that can facilitate upselling or cross-selling of advanced planning and asset management services.

Niche Market Focus As a fee-only financial advisor committed to personalized, conflict-free advice, Briaud presents opportunities to offer specialized, high-value financial planning solutions tailored for clients seeking transparency and fiduciary duty.

Active Investment Strategy Recent asset acquisitions in sectors such as energy, technology, and healthcare indicate an openness to diversified investment strategies, opening avenues to introduce complementary investment products or portfolio management services.

Mid-sized Scale With a modest team of 11 to 50 employees and revenues between 10 million and 25 million, Briaud offers a manageable client base suitable for targeted relationship-building and upselling personalized financial solutions.

Growth Through Expertise Briaud’s nationally recognized status and client-centric approach suggest a strong reputation, providing an excellent platform for promoting advanced financial tools, estate planning, or technology-based advisory platforms to enhance client engagement.

Briaud Financial Advisors Tech Stack

Briaud Financial Advisors uses 8 technology products and services including WP Rocket, RSS, Microsoft Excel, and more. Explore Briaud Financial Advisors's tech stack below.

WP Rocket

Caching

RSS

Content Management System

Microsoft Excel

Editors

Mailchimp

Microsoft 365

Swiper

Javascript Libraries

Bootstrap

UI Frameworks

Google Analytics

Web Analytics

Briaud Financial Advisors Email Formats	Example	Percentage
FLast@briaud.com	JDoe@briaud.com	77%
First.Last@briaud.com	John.Doe@briaud.com	13%
Last@briaud.com	Doe@briaud.com	7%
First@briaud.com	John@briaud.com	3%

Briaud Financial Advisors Email Formats

Example

Percentage

FLast@briaud.com

JDoe@briaud.com

77%

First.Last@briaud.com

John.Doe@briaud.com

13%

Last@briaud.com

Doe@briaud.com

First@briaud.com

John@briaud.com

Frequently Asked Questions

Where is Briaud Financial Advisors's headquarters located?

Briaud Financial Advisors's main headquarters is located at 1611 Crescent Pointe Pkwy, College Station, TX 77845, US. The company has employees across 1 continents, including North America.

What is Briaud Financial Advisors's phone number?

You can contact Briaud Financial Advisors's main corporate office by phone at

+1-512-322-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Briaud Financial Advisors's official website and social media links?

Briaud Financial Advisors's official website is briaud.com and has social profiles on LinkedIn.

What is Briaud Financial Advisors's SIC code NAICS code?

Briaud Financial Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Briaud Financial Advisors have currently?

As of October 2025, Briaud Financial Advisors has approximately 20 employees across 1 continents, including North America. Key team members include Portfolio Manager & Partner: M. M.Cio / Partner: J. B.Cio Partner: J. B.. Explore Briaud Financial Advisors's employee directory with LeadIQ.

What industry does Briaud Financial Advisors belong to?

Briaud Financial Advisors operates in the Financial Services industry.

What technology does Briaud Financial Advisors use?

Briaud Financial Advisors's tech stack includes WP RocketRSSMicrosoft ExcelMailchimpMicrosoft 365SwiperBootstrapGoogle Analytics.

What is Briaud Financial Advisors's email format?

Briaud Financial Advisors's email format typically follows the pattern of FLast@briaud.com. Find more Briaud Financial Advisors email formats with LeadIQ.

When was Briaud Financial Advisors founded?

Briaud Financial Advisors was founded in 1986.

Briaud Financial Advisors

Financial ServicesUnited States11-50 Employees

Briaud Financial Advisors has provided client-centric financial planning and investment management services for nearly 40 years.  Since the beginning, we have never sold products on commission, opting instead to work for our clients only.
 
Janet Briaud opened Briaud Financial Advisors in 1986 and became a CERTIFIED FINANCIAL PLANNER™ a short time later. Janet had seen firsthand the conflicts that arise out of the commission-based model, so she established her business from the start as fee-only. This was considered a risky decision at the time, but it has proven to be the right one. Today, Briaud Financial Advisors is recognized nationally as a leading provider of financial planning and asset management services. Anyone interested in joining Briaud as a colleague should love helping others and love digging into complicated problems to find the best possible solution for clients.
 
Briaud’s main office is located in College Station, Texas, a college town centrally located between the growing cities of Houston and Austin.

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