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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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 2,255 top financial advisors.
11
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 23 years of experience in the finance industry.

12
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 30 years of experience in the finance industry.

13
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 16 years of experience in the finance industry.

14
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 24 years of experience in the finance industry.

15
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 13 years of experience in the finance industry.

16
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.

17
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 5 years of experience in the finance industry.

18
David B. Alexander
CRD#: 5264835
6333 North State Highway 161, 4th Floor, Irving, TX 75038

David Alexander (CRD# 5264835) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.

19
Joseph R. Aliciene
CRD#: 4107198
1216 Main Street, Pittston, PA 18640

Joseph Aliciene (CRD# 4107198) is an Investment Advisor Representative working at Avantax Advisory Services in Pittston, PA and has over 24 years of experience in the finance industry.

20
Bart P. Allard
CRD#: 4588093
6333 North State Highway 161, 4th Floor, Irving, TX 75038

Bart Allard (CRD# 4588093) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 21 years of experience in the finance industry.

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