Avantax’s ratio of women Financial Professionals also compares favorably to the industry average of 18%.
Read MoreAvantax Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem
Read More30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Avantax Community to deliver unified services to clients.
Read MoreScottsdale-based firm attracted by Avantax’s technology, tax-focus and collaborative community.
Read MoreFirm's proactive service journey and subsequent results earn nod from notable industry awards.
Read MoreAvantax® 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.
Read MoreMore than 100 independent Financial Professionals have joined Avantax this year through the second quarter as they seek better support, resources and more collaboration on tax-intelligent planning.
Read MoreAvantax®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification.
Read MoreHutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for Avantax’s independent Financial Professionals and accounting firms.
Read MoreBruce 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.
Read MoreAvantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms.
Read MoreA 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
Read MoreGrowth-minded Financial Professionals want the competitive advantage of Avantax’s tax-focused wealth management, service excellence and close-knit Avantax community of like-minded Financial Professionals
Read MoreAvantax continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022 newly recruited assets of approximately $1.7 billion, an increase of approximately 79% over 2021.
Read More“I am pleased to welcome Melissa who joins an energized Avantax leadership team committed to creating value for our Financial Professionals, CPA firms, Home Office staff, and investors,” said Chris Walters, CEO of Avantax, Inc.
Read More“Power of Community” themed event showcases success of the Avantax Community, and the company’s focus on helping Financial Professionals grow their businesses
Read MoreA series of acquisitions has helped the Avantax® employee-based model to significantly grow total client assets and its geographic footprint.
Read MoreFinancial Professionals transferring to Avantax to access its deep network of CPAs and tax pros; recruits also looking to leverage Avantax’s tax-smart investing tools to better serve clients
Read More120-person firm chooses Avantax for its proven model, successful track record partnering with accounting firms
Read MoreGrowth-minded Financial Professionals want the competitive advantage of Avantax’s tax-focused wealth management, service excellence and close-knit Avantax community of like-minded Financial Professionals
Read More20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities
Read MoreAvantax Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference. Annual Elevate Conference showcases high-performance individuals and firms.
Read MoreAnnual Elevate Conference showcases highest performing individuals and firms
Read MoreHighly successful veteran advisor Sandeep Varma chooses Avantax to access its vast network of CPAs, tax pros and accounting firms, and for direct access to Avantax senior leadership.
Read MoreFinancial Professionals are transferring to Avantax for better service levels, enhanced technology and products, direct access to senior Avantax leadership, and a strong sense of community.
Read MoreMedica’s experience includes leadership roles with Cetera Financial Group, a large LPL-affiliated OSJ, and several other national sales positions for brokerage and mutual fund companies
Read MoreThomas Sullivan chooses Avantax for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas
Read MoreWell-known tax expert and Financial Professional Gene Bell joins Avantax, further strengthening the firm’s value to CPAs and tax pros serving clients at the intersection of tax and financial planning
Read MoreSeveral Avantax leaders slated as featured speakers on FSI OneVoice panels in Dallas
Read MoreAvantax® reported today that it has entered into a settlement with the U.S. Securities and Exchange Commission (SEC) on behalf of 1st Global Advisors, Inc., which was acquired by Avantax’s parent in May 2019.
Read MoreAvantax®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021.
Read MoreAvantax®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company’s Senior Leadership Team.
Read MoreAvantax℠, 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.
Read MoreTransaction would enable independent affiliate to monetize its firm, shift administrative tasks to Avantax, and fully focus on growth and superior end-client service
Read MoreFSI annual conference brings together independent financial services firm executives to share critical insights on the most important issues affecting their businesses
Read MoreFrom in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Avantax will show how offering holistic financial services enhances accounting firm value
Read MoreIn-person meetings, collaboration and celebration of affiliates’ successes launch Avantax and its unique community of Financial Professionals into the second half of 2021 and beyond
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