Insights

Established Client Trust Briaud Financial Advisors has a nearly 40-year track record of providing client-centric, fee-only financial planning and investment management services, highlighting a strong reputation for ethical practices and long-term client relationships, which can be leveraged to attract high-net-worth individuals seeking trustworthy advisors.

Active Portfolio Growth Recent investments in a diverse range of assets including Plains All American Pipeline, Rollins, Genuine Parts, and technology giants like IBM and Texas Instruments indicate an active and expanding investment portfolio, presenting opportunities to introduce advanced portfolio management solutions or tailored investment products.

Mid-Sized Market Position With revenue between 10 million and 25 million and a modest team size, Briaud is positioned as a specialized provider serving local and regional clients, which could benefit from targeted marketing strategies or scaled financial planning tools to deepen client engagement and expand market share.

Technology Adoption Utilization of popular tools like Microsoft 365, Mailchimp, and Google Analytics suggests openness to leveraging technology for client engagement and operations, paving the way for offering integrated tech solutions or digital marketing services to enhance client communication and operational efficiency.

Potential Partnership Opportunities Since Briaud operates in a competitive landscape with firms of varying sizes, there is potential to partner on customized financial products, compliance consulting, or specialized investment analytics to differentiate their offerings and attract additional clients seeking bespoke solutions.

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
    Email
  • Microsoft 365
    Email
  • Swiper
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Briaud Financial Advisors's Email Address Formats

Briaud Financial Advisors uses at least 1 format(s):
Briaud Financial Advisors Email FormatsExamplePercentage
FLast@briaud.comJDoe@briaud.com
77%
First.Last@briaud.comJohn.Doe@briaud.com
13%
Last@briaud.comDoe@briaud.com
7%
First@briaud.comJohn@briaud.com
3%

Frequently Asked Questions

What is Briaud Financial Advisors's phone number?

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

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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?

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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?

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As of January 2026, Briaud Financial Advisors has approximately 20 employees across 1 continents, including North America. Key team members include Cio / Partner: J. B.Cio Partner: J. B.Portfolio Manager & Partner: M. M.. Explore Briaud Financial Advisors's employee directory with LeadIQ.

What industry does Briaud Financial Advisors belong to?

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Briaud Financial Advisors operates in the Financial Services industry.

What technology does Briaud Financial Advisors use?

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

What is Briaud Financial Advisors's email format?

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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?

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Briaud Financial Advisors was founded in 1986.

Briaud Financial Advisors

Financial ServicesTexas, United States11-50 Employees

Briaud Financial Advisors is a fee-only fiduciary registered investment advisory firm providing comprehensive financial planning and investment management for individuals and families with complex financial lives.

Founded in 1986 and based in College Station, Texas, we primarily serve university professors, along with federal employees, business owners, and families with special needs who value thoughtful coordination and long-term planning. Our role is to help clients navigate important financial decisions with clarity, care, and perspective.

We work with clients across the United States and are fully independent from investment product providers, insurance companies, and university retirement plan vendors. Our advice is delivered through a fiduciary, client-first model focused on sound decision-making and ongoing planning rather than product sales.

Briaud Financial Planning, Inc. (“Briaud Financial Advisors”) is a registered investment advisor. Briaud Financial Advisors provides investment advisory and related services for clients nationally. Briaud Financial Advisors will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.briaud.com/.

Section iconCompany Overview

Phone number
Website
briaud.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Briaud Financial Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Briaud Financial Advisors's revenue is estimated to be in the range of $10M$25M

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