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Join the Wealth Management Firm for Tax Professionals

Join the Wealth Management Firm for Tax Professionals

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Avantax is ranked as one of the Top 10 independent Investment Professional Firms1

We understand what it means to transfer a thriving wealth management, tax and accounting firm to a new Investment Professional Firm, and we have the onboarding support, technology and tools you need to make the transition one of the best decisions you’ll make this year.

To learn what partnering with the right wealth management firm can do for you and your practice, download Planning for the Future with the Right Wealth Management Firm. The Avantax community is over 4,000 financial professionals strong, and together we’re transforming the lives of clients nationwide by helping them make financial choices with better after-tax outcomes. That’s an Avantax advantage.

Join Avantax and Enjoy 70% Trailing 12-Month production

About Avantax

Here to help your business grow.

Avantax® is a pioneer in tax-smart investing. CPAs and Financial and Tax Professionals partner with us 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.

Take the next step

We look forward to sharing how the right tools, technology and subject matter expertise can help you reach your goals for you and your practice.

3200 Olympus Blvd., Suite 100,
Dallas, TX 75019, 972-870-6000

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

Copyright ©2022. 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 ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.