Avantax Wealth Management
Avantax Wealth Management, founded in 1983, is a leader in tax-intelligent investing, managing over $92 billion in client assets across all 50 states.
Company History
Avantax Wealth Management was founded by a Certified Public Accountant (CPA) in 1983. Since its inception, Avantax has been a pioneer in the field of tax-intelligent investing. The company’s foundational objective has been to integrate tax-focused strategies within wider financial planning practices to provide clients with a holistic financial approach.
Services
Avantax Wealth Management offers a comprehensive suite of financial services. These include tax-focused financial planning, wealth management, and retirement planning. The company leverages a network of over 3,000 independent tax and non-tax professionals to deliver personalized financial services. Through its tax-intelligent investment offerings such as Avantax Planning Partners℠, the firm aims to integrate tax strategies with investment planning to help clients achieve their financial goals.
Total Client Assets
Avantax Wealth Management manages over $92 billion in total client assets. The firm supports a vast network of professionals across all 50 states, ensuring wide accessibility and client support. This substantial asset management highlights the company’s strong market presence and trust among clients.
Broker-Dealer Rankings
Avantax Wealth Management is ranked among the Top 10 independent broker-dealer firms. This recognition underscores its prominent position in the financial services industry. The company’s success in integrating tax-intelligent investing into its service model has greatly contributed to its reputation and industry standing.
Acquisition by Cetera Holdings
Avantax Wealth Management was acquired by Cetera Holdings. Despite the acquisition, Avantax continues to operate as a unique community within Cetera. This strategic integration allows Avantax to benefit from Cetera’s broader infrastructure while maintaining its distinct approach to tax-intelligent investment planning and comprehensive financial services.