With Avantax, independent financial professionals like you can offer tax-smart investing strategies that deepen your client relationships… and create new ones.
When you team up with Avantax, you’re joining an independent network of 3,750* proud, passionate professionals, serving 350,000 clients nationwide, with over $67 billion in AUA.** Here’s what’s in store for you:
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*As of December 2020
**As of March 1, 2018. ThinkAdvisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
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Fidelity InstitutionalSM (“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. 949260.1.0