Here to Help Your Business Grow

You’ve just discovered the exciting next chapter to your practice. With more business opportunities. Potentially higher revenue. And greater profitability. That’s what happens when you team with Avantax®, a pioneer in tax-smart investing and wealth management since 1983. We partner with CPAs and financial and tax partners to create new revenue opportunities by providing holistic financial services to their clients – families, individuals, and small businesses – all through a uniquely tax-focused lens.

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Like a Family

"We are more than a company. We're a family, and we are dedicated to serving our clients with trust, hard work, and dedication. Your experience is of the utmost importance to us, and together we can help make your dreams, goals, and ambitions a reality."

Todd Mackay, President

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Avantax is ranked as one of the Top 10 independent broker-dealer firms.1

1Avantax ranks 10th in the IBD category in Cerulli's Top 25 B/D Networks by Assets Under Management, 2020 – as of December 31, 2021

Tax Professionals & CPAs

Expand your client value beyond tax advice.

With Avantax, tax professionals like you can offer clients comprehensive wealth management, tax strategies, and financial planning services, plus grow your business. Because we're tax pros too, we understand your unique needs and opportunities.

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Financial Pros

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.

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What Can Avantax® Do for You?

Support to help you move forward confidently.

From covering your FINRA securities registration training to hosting community building events – where you’ll learn from your peers – we’re here to provide you with a robust development platform.

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Join the Avantax Team of Financial Professionals

Taking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.

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Tell us your client's financial goals: