Avantax Advisory Services

Avantax Advisory Services (CRD# 104556) is a financial advisory firm headquartered in Dallas, TX. They manage $30,968,246,116 in 123,393 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,968
    MILLION
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Avantax Advisory Services
Showing 11 - 20 of 2,279 top financial advisors.
11
Matthew T. Adams
CRD#: 2354504
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. Matthew Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Peter W. Adams
CRD#: 4293380
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 22 years of experience in the finance industry.

13
Vickie F. Adams
CRD#: 1084652
600 17th Street, Suite-2800 South, Denver, CO 80202

Vickie Adams (CRD# 1084652) is an Investment Advisor Representative working at Avantax Advisory Services in Denver, CO and has over 29 years of experience in the finance industry.

14
Thomas H. Ahlstrom
CRD#: 4072569
Los Alamitos, CA

Thomas Ahlstrom (CRD# 4072569) is an Investment Advisor Representative working at Avantax Advisory Services in Los Alamitos, CA and has over 23 years of experience in the finance industry.

15
Ronald J. Aho
CRD#: 5436280
Maple Grove, MN

Ronald Aho (CRD# 5436280) is an Investment Advisor Representative working at Avantax Advisory Services in Maple Grove, MN and has over 15 years of experience in the finance industry.

16
Marc D. Aigner
CRD#: 4102925
12005 Ne Hasley St., Portland, OR 97220

Marc Aigner (CRD# 4102925) is an Investment Advisor Representative working at Avantax Advisory Services in Portland, OR and has over 23 years of experience in the finance industry.

17
Gregg M. Akin
CRD#: 5792629
905 Ml King Jr Drive, Suite 610, Tarpon Springs, FL 34689

Gregg Akin (CRD# 5792629) is an Investment Advisor Representative working at Avantax Advisory Services in Tarpon Springs, FL and has over 12 years of experience in the finance industry.

18
Joseph Alamo
CRD#: 1394766
Staten Island, NY

Joseph Alamo (CRD# 1394766) is an Investment Advisor Representative working at Avantax Advisory Services in Staten Island, NY and has over 33 years of experience in the finance industry.

19
Matthew C. Albin
CRD#: 6578916
5708 Ne Maybrook Rd, Lees Summit, MO 64064

Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 4 years of experience in the finance industry.

20
Cedric V. Alexander
CRD#: 1172994
Bowie, MD

Cedric Alexander (CRD# 1172994) is an Investment Advisor Representative working at Avantax Advisory Services in Bowie, MD and has over 31 years of experience in the finance industry. Cedric Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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