Our Broker-Dealer

Who is Avantax?

Avantax Wealth ManagementSM was founded on the belief that financial planning and taxes were intertwined. Since 1993, Avantax Wealth ManagementSM ( formerly HD Vest) has provided advisors with tools, processes and platforms. Their resources accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize your financial success.

Ranked as one of the top 15 broker-dealer firms1, there are more than 3,500 AvantaxSM Financial Advisors managing over $45 billion in assets across the nation2.

1 Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2 As of June 5, 2019

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