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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-1988
- Office Locations
- 2
Office Locations
About Briaud Financial Advisors
Briaud Financial Advisors is a fee-only, fiduciary RIA (fee-only since 1986) providing comprehensive planning and investment management for high-net-worth families nationwide, with a niche serving professors and other higher-ed professionals, federal employees, business owners, and families with special needs. Investment work centers on disciplined asset allocation using vehicles like mutual funds/ETFs and fixed income, delivered in a relationship-first, conversation-driven style.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JANET BRIAUD
Chief Investment Officer, PARTNER
- CRD
- #1891284
- Ownership
- 25% but less than 50%
NATALIE BRIAUD PINE
Advisor, Chief Compliance Officer, Chief Executive Officer, LEAD ADVISOR
- CRD
- #5771582
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Andrea R Billquist
Financial Planner
- CRD
- #6683079
JANET BRIAUD
Chief Investment Officer, PARTNER
- CRD
- #1891284
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $861,971,167 | $419,247 |
| Non-Discretionary | $50,817,216 | $131,993 |
| Total | $912,788,383 | $373,940 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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