Avalon Advisors LLC

Avalon Advisors LLC (CRD# 112556) is a financial advisory firm headquartered in Houston, TX. They manage $5,559,127,901 in 4,079 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,559
    MILLION
  • Total Number of Accounts
    4,079
    ACCOUNTS
  • Average Account Value
    $1,362,865
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Avalon Advisors LLC
Showing 1 - 10 of 35 top financial advisors.
1
Stefan F. Grater
CRD#: 4558587
755 E. Mulberry Ave., Ste. 105, San Antonio, TX 78212
96
Wealthminder
score

Stefan Grater (CRD# 4558587) is an Investment Advisor Representative working at Avalon Advisors LLC in San Antonio, TX and has over 16 years of experience in the finance industry. Stefan Grater has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Henry J. Lartigue
CRD#: 2003032
2929 Allen Parkway, Suite 3000, Houston, TX 77019
96
Wealthminder
score

Henry Lartigue (CRD# 2003032) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 23 years of experience in the finance industry.

3
Charles J. Luke
CRD#: 5419833
2929 Allen Parkway, Suite 3000, Houston, TX 77019
96
Wealthminder
score

Charles Luke (CRD# 5419833) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 9 years of experience in the finance industry.

4
Jean P. Malo
CRD#: 2171513
2929 Allen Parkway, Suite 3000, Houston, TX 77019
96
Wealthminder
score

Jean Malo (CRD# 2171513) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 26 years of experience in the finance industry.

5
Jeffrey Phelps
CRD#: 2907826
2929 Allen Parkway, Suite 3000, Houston, TX 77019
96
Wealthminder
score

Jeffrey Phelps (CRD# 2907826) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

6
Ryan W. Fletcher
CRD#: 4428680
2929 Allen Parkway, Suite 3000, Houston, TX 77019
93
Wealthminder
score

Ryan Fletcher (CRD# 4428680) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 5 years of experience in the finance industry.

7
Robert P. Gauntt
CRD#: 1551568
2929 Allen Parkway, Suite 3000, Houston, TX 77019
93
Wealthminder
score

Robert Gauntt (CRD# 1551568) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

8
David J. Jesulaitis
CRD#: 5044912
2929 Allen Parkway, Ste 3000, Houston, TX 77019
93
Wealthminder
score

David Jesulaitis (CRD# 5044912) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 12 years of experience in the finance industry.

9
Joanna C. Johnson
CRD#: 6288736
2929 Allen Parkway, Suite 3000, Houston, TX 77019
93
Wealthminder
score

Joanna Johnson (CRD# 6288736) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 4 years of experience in the finance industry.

10
Juan A. Landa
CRD#: 4899993
755 E. Mulberry Ave., Ste. 105, San Antonio, TX 78212
93
Wealthminder
score

Juan Landa (CRD# 4899993) is an Investment Advisor Representative working at Avalon Advisors LLC in San Antonio, TX and has over 13 years of experience in the finance industry.

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