April 2013

Avalon Advisors acquires Houston Global Investors. Read More

August 2012

Avalon Advisors announces the recent hire of Brooks McGee as Principal and Client Advisor. Read More

August 2012

Avalon Advisors announces the recent hire of Franklin Ruben as Head of Credit and Senior Portfolio Manager. Read More

August 2012

Avalon Advisors announces the recent hire of Peggy Lebert as Chief Compliance Officer. Read More

August 2011

The Carlyle Group Makes Minority Investment in Avalon Advisors. Read More

May 2011

Avalon Advisors ranked number 10 in the Houston Business Journal’s Largest Houston-Area Money Management Firms.

December 2010

Avalon Advisors ranked number 18 in the RIA Giants ranked by discretionary assets under management.

Avalon Advisors ranked number 3 in the RIA firms ranked by discretionary assets under management in the Midwest region.

May 2010

Avalon Advisors ranked number 8 in the Houston Business Journal’s Largest Houston-Area Money Management Firms.

February 2010

Avalon Advisors’ Equity Portfolio named PSN Top Gun Performers in the 1-star category.

December 2009

Avalon Advisors ranked number 1 in the RIA firms ranked by discretionary assets under management in the Midwest region.

October 2008

Avalon Advisors ranked number 13 in the Top 50 Fee-Only Advisers by Forbes.