RIA Intel›Advisers›Texas›AVENUE RETIREMENT SERVICES, LLC

AVENUE RETIREMENT SERVICES, LLC

Advisory

TX

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in TX
#2,018
of 2,813 advisers by AUM
Average account
$129K
across 213 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
60
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

FOUNTAINHEAD PARTNERS L.P.
ARLINGTON, TX
$27M
-29.7% 1Y
PORTFOLIO CASHFLOW MANAGEMENT, LLC
LEWISVILLE, TX
$27M
-25.1% 1Y
BLUEPRINT 360 LLC
HOUSTON, TX
$27M
LEWIS & LEWIS SECURITIES INC
ABILENE, TX
$27M
BEYOND BALANCED FINANCIAL PLANNING, LLC
MIDLAND, TX
$27M
VISION TECH GROUP LLC
$28M

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