Client-focused services. Through a tax-focused lens.
With Avantax, independent financial professionals like you can offer tax-smart investing strategies that deepen your client relationships… and create new ones.
With Avantax, independent financial
services. Through a
professionals like you can offer tax-smart investing strategies that
deepen your client relationships… and create new ones.
You’ve chosen a very tax-smart company
When you team up with Avantax, you’re joining an independent network of 3,750* proud, passionate professionals, serving 350,000 clients nationwide, with over $67 billion in AUA.** Here’s what’s in store for you:
- A complimentary consultation to determine the best business model for you: broker-dealer or referral to a tenured pro at an Independent Registered Investment Advisor (RIA)
- A personalized, white-glove 90-day transition team to make your onboarding seamless
- A dedicated planning team and back-office support to help you grow your business
- Powerful technology tools like our Tax-Smart Investing™ (TSI) platform, which helps uncover tax savings and wealth management strategies for your clients
- A nationwide network of CPAs and tax pros who can help you develop partnerships and M&A and other revenue opportunities
- Benefit from our strategic alliance with Fidelity InstitutionalSM.
Take the next step
Complete and submit the form below and we’ll send you more information about affiliating with Avantax.
3200 Olympus Blvd. Suite 100
Dallas, TX 75019
*As of December 2020
**As of March 1, 2018. ThinkAdvisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
Copyright © 2020. All rights reserved. Avantax Wealth Management℠ is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.
Fidelity InstitutionalSM (“Fidelity”)is an independent company, unaffiliated with Avantax. Fidelity is a service provider to Avantax. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Avantax and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 949260.1.0