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.