News Room

Cetera Deepens RIA Platform with Acquisition of Plains Wealth Management

Acquisition brings approximately $400 million as independent practice specializing in wealth management and tax planning rejoins Cetera community after prior affiliation with Avantax.

Cetera Announces Acquisition of Darnall Sikes Wealth Partners

Cetera has completed the acquisition of the wealth management business of Darnall Sikes Wealth Partners, a wealth management firm that serves high-net-worth individuals, business owners and their families.

Cetera’s Tax-Focused Community, Avantax, Welcomes Prestige Global Private Wealth

Seasoned financial advisor Waheed Siddiqui moves from Citigroup Global Markets Inc., seeking the independence and resources to enhance the client experience and offer tax-intelligent advice.

Financial Advisor Shawna Vanaken Moves from Commonwealth to Cetera’s Avantax Community of Tax-Focused Financial Professionals

Oregon-based Pinnacle Tax & Financial Services chooses Avantax for its tax expertise and growth resources.

Veteran Commonwealth Financial Advisor Christian Benard, with $365 Million in AUA, Joins Cetera’s Community of Tax-Focused Advisors

Holistic, tax-focused financial planning firm joins like-minded advisors in the Avantax community while maintaining excellent service and access to Fidelity’s NFS custody and clearing.

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors

Multigenerational firm rooted in Central Louisiana moves from LPL to leverage Cetera’s succession planning, marketing, and other growth resources for the firm’s next-gen advisors.

Former Pro Golfer Barry Jay “BJ” Dekreek Moves His Advisory Practice from LPL to Avantax Seeking Growth and Enhanced Support

Aiming to add high-net-worth clients and partner with CPAs, Dekreek aligns with Legacy Capital Advisors, LLC, part of the Avantax Community since 2021

Avantax Named Finalist in Practice Management Category at the 2025 WealthManagement.com “Wealthies” Industry Awards

The home-grown “Rise to Elite” program helping Financial Professionals to grow their practice has quickly evolved into a defining element of the Avantax Community.

Avantax Acquires Assets of WealthCare Financial with Approximately $180 Million in Assets Under Administration

Tax and financial planning firm deepens partnership with Avantax to help ensure a consistent experience for clients and positive futures for employees.

Clint Brookshire Promoted to Avantax Community Leader

A widely known and popular member of the home office, Clint Brookshire started his tenure through a predecessor company of Avantax more than 20 years ago.

Avantax Welcomes Multi-Generational Firm Brazzel Wealth Management, with approximately $80 Million in Assets Under Administration

Veteran financial advisor Toby Brazzel chooses Avantax to support his rapid-growth goals in a business model conducive to involving his family in the Louisiana-based advisory practice.

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration

Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees.

Avantax Welcomes Independent Financial Advisor Andrew Erickson

Erickson joined Avantax because of its commitment to tax-focused financial planning, and so he could offer his clients a wider array of investment products and services.

Avantax Welcomes Independent Financial Advisor Carolyn Bare, Founder of Trust Matters Financial

Based in Greenville, South Carolina, Bare has more than 16 years of licensed experience in the financial services industry.

Avantax Welcomes New Independent Financial Advisors with approximately $390 Million in Combined Assets

Avantax Acquires SEP Financial Services from Veteran Independent Financial Advisor Stephen E. Plain

Long-time financial advisor’s succession plan tied to ensuring his clients experienced a smooth transition while retaining tax-intelligent financial planning and wealth management.

Avantax Welcomes Veteran Financial Advisor Ali Kazemi and His Northern California-based Sentinel Financial Group

Ali Kazemi said he was initially drawn to Avantax because of their technology, and became even more attracted once he observed the engaged, active and collaborative community of Financial Professionals.

Avantax Wealth Management Welcomes Noble Oak Financial

Financial Professionals Josh Linton, Mike Koltz and Danielle Boutwell affiliate with Avantax.

Avantax Welcomes Long Island-based S&P Financial Services with Approximately $150 Million in Client Assets

Growth-minded advisors John Surace and Kelly Powers attracted by Avantax’s network of affiliated CPAs, higher levels of service, and direct access to Avantax leadership.

Avantax Wealth Management Welcomes Financial Advisor Erin Hinzmann

Financial advisor leaves Ameriprise seeking growth opportunities, access to tax-advantaged investment products, and Avantax’s advanced case solutions team for complex-case support

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Pennsylvania-based firm’s financial advisors and wealth management team have become investment adviser representatives of Avantax Planning Partners through the employee-based model of Avantax

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business

Integrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice. Integrated Tax & Wealth Management’s other financial advisors and wealth management team have become W-2 investment adviser representatives of Avantax Planning Partners℠.

Avantax Welcomes Financial Advisors Heidi and Nicholas Irwin, Longtime Fixtures of the Lockhart, Texas, Community

Having been part of a family-owned business for many years, personal relationships are key to Heidi and Nic, and they said they’ve seen that reflected in the culture of the Avantax Community.

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets

Tax-focused Financial Professional transferred from Crown Capital Securities to leverage Avantax’s tax-intelligent tools, technology and Home Office’s 40 years of experience supporting tax professionals

Cetera Holdings Announces Close of Avantax Acquisition

Avantax to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera

Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets

Focused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Avantax from SagePoint Financial

Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC

One year after transferring to Cambridge Investment Research, Inc., Watson rejoins Avantax to regain the benefits of its tax-centric platform, technology and Home Office

Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group

25-year industry veteran advisor attracted by close-knit Avantax Community, ease of doing business, and opportunities to partner with CPAs in the Avantax network.

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings

Avantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem

Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets

30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Avantax Community to deliver unified services to clients.

Avantax Welcomes CFR Capital with $120 Million in Total Client Assets

Scottsdale-based firm attracted by Avantax’s technology, tax-focus and collaborative community.

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model

Avantax® has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth management firm with approximately $330 million in total client assets as of June 30, 2023.

Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience

Bruce Tuckey and Dave Renko bring decades of experience to their roles at Avantax and will help expand the Avantax Community of accounting firms and tax-focused Financial Professionals.

Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team

A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals

Public Accounting Firm Topel Forman Affiliates with Avantax Planning Partners for Wealth Management and Financial Planning Services

120-person firm chooses Avantax for its proven model, successful track record partnering with accounting firms

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida

20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities

Avantax Welcomes Sullivan Financial Services, Inc., with More Than $200 Million in Total Client Assets

Thomas Sullivan chooses Avantax for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas

Avantax Completes Acquisition of Headquarters Advisory Group, LLC

Avantax℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.