Avalon Advisors LLC

Avalon Advisors LLC (CRD# 112556) is a financial advisory firm headquartered in Houston, TX. They manage $4,895,298,223 in 3,445 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,895
    MILLION
  • Total Number of Accounts
    3,445
    ACCOUNTS
  • Average Account Value
    $1,420,986
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VT, WA, WI, WV

Financial Advisors at Avalon Advisors LLC
Showing 1 - 10 of 26 top financial advisors.
1
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 21 years of experience in the finance industry.

2
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 8 years of experience in the finance industry.

3
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 25 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
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 19 years of experience in the finance industry.

6
David J. Jesulaitis
CRD#: 5044912
2929 Allen Parkway, Suite 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 10 years of experience in the finance industry.

7
Willie T. Langston
CRD#: 1441946
2929 Allen Pkwy Ste 3000, Houston, TX 77019
93
Wealthminder
score

Willie Langston (CRD# 1441946) 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
Jessica F. Lim
CRD#: 3115729
2929 Allen Parkway, Suite 3000, Houston, TX 77019
93
Wealthminder
score

Jessica Lim (CRD# 3115729) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 10 years of experience in the finance industry.

9
Graydon D. Oliver
CRD#: 5809005
2929 Allen Parkway, Suite 3000, Houston, TX 77019
93
Wealthminder
score

Graydon Oliver (CRD# 5809005) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 6 years of experience in the finance industry.

10
James A. Pavlik
CRD#: 4279213
2929 Allen Parkway, Suite 3000, Houston, TX 77019
93
Wealthminder
score

James Pavlik (CRD# 4279213) is an Investment Advisor Representative working at Avalon Advisors LLC in Houston, TX and has over 10 years of experience in the finance industry.

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