# Avantax Advisory Services
Source: https://planprovider.pro/provider/avantax-advisory-services

> Built around tax-aware planning for advisory practices, Avantax Advisory Services works with advisors and tax professionals who want to tie tax strategy dire…

Retirement Plan Advisor

Dallas, TX

## 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/](https://avantax.com/)

## Office Locations

- Danville, CA

- Denton, TX

- Saline, MI

- Dallas, TX (Headquarters)

- Scottsdale, AZ

- Cordova, TN

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $92.8B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| SCPMG KEOGH PLAN|SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA|$7.9B|11,088|

| CAJUN INDUSTRIES HOLDINGS, LLC 401(K) PLAN|CAJUN INDUSTRIES HOLDINGS, LLC, LA|$60M|1,577|

| GRASSLAND DAIRY PRODUCTS PROFIT SHARING PLAN|GRASSLAND DAIRY PRODUCTS, INC., WI|$59M|502|

| DOKA USA, LTD. 401(K) PLAN|DOKA USA, LTD., NJ|$43M|534|

| BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN|BOGUSH INC., NJ|$37M|207|

| VIEMED, INC. 401(K) PLAN|VIEMED, INC., LA|$25M|1,178|

| COLT SERVICES, LP 401(K) PROFIT SHARING PLAN|COLT SERVICES, LLC, TX|$18M|316|

| WILLMAR ELECTRIC 401(K) PLAN|WILLMAR ELECTRIC SERVICE CORP., MN|$18M|154|

| TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN|TEAM SLEDD, LLC, WV|$15M|213|

| WEST POINT DAIRY PRODUCTS, LLC RETIREMENT|WEST POINT DAIRY PRODUCTS, LLC, WI|$14M|329|

| JPW RIGGERS, INC. RETIREMENT SAVINGS PLAN|JPW RIGGERS, INC., NY|$11M|105|

| CYBERPOWER, INC. 401(K) PLAN|CYBERPOWER INC., CA|$10M|211|

| SOUTHERN STAR, INC. RETIREMENT SAVINGS PLAN|SOUTHERN STAR, INC., OK|$9M|158|

| EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN|EVERSERVICE HOLDINGS, LLC, AZ|$9M|420|

| HIGHLANDS AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN|HIGHLANDS AUTOMOTIVE HOLDINGS, INC., WV|$6M|155|

| HOPE ACADEMY, INC. 401(K) PLAN|HOPE ACADEMY, INC., MN|$3M|127|

| PACIFIC VIAL MFG. INC. 401(K) PROFIT SHARING PLAN|PACIFIC VIAL MFG., INC., CA|$1M|76|

| MEDICAL ASSETS HOLDING COMPANY, LLC 401(K) PROFIT SHARING TRUST|MEDICAL ASSETS HOLDING COMPANY, LLC, AR|$347,288|110|

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