Briaud Financial Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Briaud Financial Advisors operates as a fee-only fiduciary investment adviser, offering comprehensive financial planning and investment management for individuals and families with complex financial lives. Guidance is provided with independence from investment product providers, insurance companies, and university retirement plan vendors, and the advisory approach centers on fiduciary, client-first decision-making that prioritizes ongoing planning over product sales.

Founded in 1986 and based in College Station, Texas, the firm serves clients across the United States, with a focus on university professors alongside federal employees, business owners, and families with special needs. In the financial services industry, Briaud provides integrated planning and investment management designed to help clients navigate major financial decisions with clarity and balanced perspective. The firm operates as a registered investment adviser and maintains the necessary registrations and licenses to conduct business in the states where it serves clients.

Find Briaud Financial Advisors employees' phone numbers or email addresses

Briaud Financial Advisors Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Briaud Financial Advisors's Leadership

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    J. B.
    Cio Partner
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  • Stylized image of a person
    P. W.
    Senior Lead Academic It Security And Compliance Analyst
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    S. M. M.
    Portfolio Administrator
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    J. P.
    Marketing Coordinator
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    C. P.
    Financial Advisor
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    M. H.
    Financial Planner
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  • Stylized image of a person
    P. N.
    Financial Advisor
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Briaud Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Technology
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Briaud Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    J. B.
    Cio Partner
    Phone icon
    Jun 11, 2025
  • Stylized image of a person
    P. W.
    Senior Lead Academic It Security And Compliance Analyst
    Phone icon
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    S. M. M.
    Portfolio Administrator
    Phone icon
    United StatesNorth Carolina
    Mar 09, 2026
  • Stylized image of a person
    J. P.
    Marketing Coordinator
    Phone icon
    United StatesWisconsin
    Mar 09, 2026
  • Stylized image of a person
    C. P.
    Financial Advisor
    Phone icon
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    M. H.
    Financial Planner
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    Oct 18, 2024
  • Stylized image of a person
    P. N.
    Financial Advisor
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    Mar 27, 2024

Frequently Asked Questions

What is Briaud Financial Advisors known for?

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Briaud Financial Advisors was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1611 Crescent Pointe Parkway College Station, Texas 77845 United States; you can contact the main corporate office by phone at . Explore Briaud Financial Advisors's company overview page for more information.

What is Briaud Financial Advisors's most common email format?

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Briaud Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Briaud Financial Advisors email formats with LeadIQ.

How many employees does Briaud Financial Advisors have currently?

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Briaud Financial Advisors has approximately 20 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Briaud Financial Advisors's key employees and leadership?

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As of June 2026, Briaud Financial Advisors's key employees include:

  • Cio Partner: J. B.
  • Senior Lead Academic It Security And Compliance Analyst: P. W.
  • Portfolio Administrator: S. M. M.
  • Marketing Coordinator: J. P.
  • Financial Advisor: C. P.

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