Is Avantax a RIA?
With Avantax, it's all about choice. Join as an independent Financial Professional or refer your business to a tenured professional as an independent RIA.
Is Avantax a good company?
Currently, Avantax Wealth Management has over 300 employees and is affiliated with 3,750 financial advisors who advised on $76 billion worth of assets for individuals, families, and businesses across the U.S.1 In 2014, Avantax Wealth Management ranked in the Top 20 for broker/dealer firms based on revenue.
How many reps does Avantax have?
The count of financial advisors at Avantax Wealth Management has fallen for two consecutive quarters and by a net 266 registered representatives since the end of 2019, according to the May 5 first-quarter earnings of its parent firm, Blucora.
Is Avantax an RIA?
With Avantax, it's all about choice. Join as an independent Financial Professional or refer your business to a tenured professional as an independent RIA.
Is HD Vest now Avantax?
HD Vest was rebranded as Avantax Wealth Management in 2019.
How many advisors are at Avantax?
Avantax Advisory Services, registered in 1987, serves 52 state(s) with a licensed staff of 2,564 advisors. Avantax Advisory Services manages $30.2 billion and provides investment advisory services for 99,251 clients (1:39 advisor/client ratio).