Avantax®

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

For a limited time, get up to 100% trailing 12-month production when you join Avantax.

Watch this video to learn more about Avantax from our senior leadership.

Take the next step

Call us at 1.800.969.8461 or simply complete the form below, and a member of our business development team will be in touch with you. You can also download our “Planning for the Future with the Right Wealth Management Firm Key Considerations When Choosing a Broker-Dealer” white paper.

About Avantax

Here to help your business grow.

Avantax® is a pioneer in tax-smart investing. Tax and Financial 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.

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.