Avion Wealth lands on Financial Advisor magazine’s 2026 RIA Ranking

Avion Wealth, LLC was named to Financial Advisor magazine’s 2026 RIA Ranking after reporting $971.9 million in assets under management as of Dec. 31, 2025. The recognition puts a spotlight on the firm’s niche focus on executives, airline captains, business owners and high-net-worth families.

Why it matters: - The ranking gives Avion Wealth a national benchmark in a crowded registered investment adviser market. - The result highlights the scale of the firm’s business, with nearly $972 million in assets under management reported to the magazine. - The recognition may matter most for clients who want advisers with experience handling concentrated stock, deferred compensation, pension elections and other complex planning issues.

What happened: - Avion Wealth, LLC was named to Financial Advisor magazine’s 2026 RIA Ranking. - The ranking is an annual national list of registered investment advisory firms. - Financial Advisor magazine based the list on self-reported firm data, including discretionary and non-discretionary assets under management as of Dec. 31, 2025. - Avion Wealth reported $971,851,058 in assets under management as of that date. - Avion Wealth is headquartered in The Woodlands, Texas, and is an SEC-registered investment adviser.

The details: - Avion Wealth serves C-suite executives, airline captains, business owners and high-net-worth families. - The firm says its client base concentrates in two groups with unusual compensation complexity. - Senior executives may deal with equity compensation, deferred compensation and concentrated stock positions that affect tax and estate decisions over multiple years. - Airline captains face a defined regulatory endpoint in their careers, which can affect pension elections, rollover decisions and Social Security timing. - Paul J. Carroll, CFP®, founder and CEO of Avion Wealth, addressed airline captains in the second edition of his book, The United Pilot's Flight Plan for Wealth. - Avion Wealth describes its approach as the Avion Wealth Formula: Wealth Management = Investment Consulting + Advanced Planning + Relationship Management. - The firm’s Wealth Confidence Plan™ starts with a Discovery Meeting focused on a client’s goals, values and financial complexity before recommendations are made. - Avion Wealth says it acts as a fiduciary to its advisory clients. - The firm uses the tagline “Confidence In Every Last Detail.” - More information is available at the company’s website and in the firm’s Form ADV Part 2A.

Between the lines: - The ranking is self-reported, so the placement reflects the firm’s own disclosed asset data rather than an independently audited performance measure. - Avion Wealth is positioning itself around a narrower client niche, which can be a differentiator in wealth management where specialized planning often matters more than broad-market scale. - The firm’s emphasis on process and detail suggests it is marketing advice quality and complexity management, not just asset growth.

What's next: - Avion Wealth is likely to continue using the ranking to reinforce its credibility with prospective clients in specialized wealth-planning segments. - The firm’s next public check-in may come with future RIA rankings or updated regulatory filings that show how assets under management have changed over time. - Clients and prospects can review the firm’s ADV disclosures for additional background on services, fees and conflicts.