ABOUT US

Providing a New Perspective for Financial Professionals and Their Clients

Our company was founded on the belief that implementing a comprehensive, tax-inclusive approach to an individual’s financial situation would yield healthier financial and investment decisions.

Ranked as one of the Top 15 independent broker-dealer firms*, our commitment to our Financial Professionals is rooted in creating a foundation where they can provide ethical and effective investment and financial services to more Americans than ever before

Over $76 Billion Assets Under Administration**

Our trusted network of over 3,750 independent Financial Professionals provides services to more than 350,000 wealth management clients nationwide.

300+ Experienced Industry Professionals

Our home office team holds an average of over 15 years of extensive experience in the financial services industry. This combined knowledge is pivotal to the Financial Professional support network provided by Avantax Wealth Management.

100+ Local Chapters

With over 100 local chapters, we have one of the strongest financial communities in the country.

3,750+ Independent Financial Professionals***

We have a proven track record of supporting and expanding the businesses of thousands of tax and non-tax professionals for the last 30 years.

30+ Insurance and Annuity Selling Agreements

Our unique approach is rooted in comprehensive financial analysis. We are here to help you support your clients’ needs.

Blucora

Blucora, Inc. (NASDAQ: BCOR) is a leading provider of technology-enabled financial solutions to consumers, small businesses, and tax professionals.

Our History

Founded in 1983 by a CPA

The pioneer for tax-smart financial services, Avantax supports an independent network of both tax and non-tax professionals who provide comprehensive financial services to their clients. In 2019, Blucora, a leading provider of technology-enabled financial solutions, unified its two wealth management divisions — HD Vest and 1st Global — to form Avantax Wealth Management. Together, they offer comprehensive financial services through a tax-focused lens.

 

 

*ThinkAdvisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
Avantax Wealth Management is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).
**As of September 30, 2020. https://www.blucora.com/news-releases/news-release-details/blucora-announces-third-quarter-2020-results
**As of December 2020

Avantax Wealth Management is a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR).