Avantax Advisory Services

About Avantax Advisory Services

<p>Built around tax-aware planning for advisory practices, Avantax Advisory Services works with advisors and tax professionals who want to tie tax strategy directly into investment and retirement planning.</p> <p>Headquartered in the Dallas–Fort Worth metro, Avantax has offices in Danville in the San Francisco Bay Area, Denton and Dallas, Saline in southeast Michigan, Scottsdale in the Phoenix area, and Cordova in the Memphis metro. The firm reports $92.8B in assets under management (2026).</p> <p>Avantax has been in business for more than 40 years and organizes its platform around an advisor-first model. Instead of positioning planning and tax work as separate tracks, the firm brings them together so affiliated professionals can offer tax-intelligent guidance alongside portfolio management.</p> <p>One differentiator is the emphasis on supporting professionals who hold both financial and tax credentials, which can help align retirement plan decisions with year-round tax planning.</p> <ul> <li>Registered investment advisor (RIA) platform</li> <li>3(21) fiduciary services</li> <li>Tax-intelligent financial planning support</li> <li>Resources and technology for affiliated advisory practices</li> <li>Works with financial advisors and licensed tax professionals</li> </ul>

Website: https://avantax.com/