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…and grow your business.

Expand your client value

With Avantax, tax professionals like you can offer a full range of investing and wealth management services that deepen your clients relationships…and create new ones.

Two flexible business models: Broker-Dealer or RIA

Team up with Avantax and choose from two business models: an independent Financial Professional or referral to a tenured professional at an independent Registered Investment Advisor. Let’s talk about the option that fits with your practice.

With either model, you can begin providing your clients with end-to-end wealth management, and financial planning backed by our powerful technology tools and administrative services. When you join Avantax, you gain the support of our knowledgeable Wealth Management Growth Consultants who can help you go beyond tax advice and offer comprehensive financial planning to protect and grow your clients’ wealth. You also 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.

The Avantax Advantage

The pioneer in tax-smart investing and wealth management

Since 1983, more than 4,000 proud financial professionals have joined Avantax to increase their business. We help them provide valuable financial strategies to over 350,000 clients nationwide—families, individuals, and small businesses—all through a precise, tax-focused lens.
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