Smart business is good. Tax-smart is better.
With Avantax, you can offer tax-smart investing strategies that deepen your client relationships and elevate your firm’s value. We provide a wide range of unique tools, training, and unmatched human support, including local assistance from other
JOIN THE TEAMHere 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.
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
Avantax is ranked as one of the Top 10 independent broker-dealer firms, managing over $76.9 billion in assets across all 50 states.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, 2022
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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Looking to grow your business as part of a supportive community?
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.