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.

Client-focused services.
Through a tax-focused lens.

With Avantax, Financial 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 4,000 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
  • 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 InvestingTM (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
  • Our strategic alliance with Fidelity InstitutionalSM, offering a vast universe of investment products and over 30 years of experience. As a privately-owned company, they invest heavily in innovation and technology for the long term and with $2.1T AUA and over 7.1 million accounts, they have the expertise to deliver the best services to you and your clients.

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
(972) 870-6000

Copyright © 2021. All rights reserved. Avantax WM Holdings℠ 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℠ and Avantax Planning PartnersSM.

Fidelity Institutional SM (“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. 950327.1.0