Avantax Wealth Management Revenue and Competitors

Dallas, TX USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Avantax Wealth Management's estimated annual revenue is currently $171.9M per year.(i)
  • Avantax Wealth Management's estimated revenue per employee is $262,500

Employee Data

  • Avantax Wealth Management has 655 Employees.(i)
  • Avantax Wealth Management grew their employee count by 32% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$49520M2209730%N/A$143.8B
Add Company

What Is Avantax Wealth Management?

Avantax Wealth Management, formerly HD Vest Financial Services and 1st Global, supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of June 5, 2019, approximately 3,500 independent contractors manage over $45 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 15 independent broker-dealer firms, (Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue), we know what it takes to make your practice really flourish. Want to become an Advisor for Avantax Wealth Management? Find out more here: https://www.avantaxwealthmanagement.com Avantax Wealth Management or its subsidiaries do not provide or supervise tax or accounting services. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services. Insurance services offered through Avantax Insurance Agency. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000 Please visit https://www.avantaxwealthmanagement.com/social_policy for more information.

keywords:N/A

N/A

Total Funding

655

Number of Employees

$171.9M

Revenue (est)

32%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Avantax Wealth Management News

2022-04-17 - Porte Brown Named as One of the 2022 Best Places to Work ...

*Wealth Management Services provided by Porte Brown Wealth Management LLC. Securities offered through Avantax Investment ServicesSM, Member...

2022-04-17 - Helping Women Prioritize Financial Empowerment

Founder and Financial Advisor of Wehring Wealth Management, a leading independent wealth management and tax and accounting firm in Texas.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$300M662N/AN/A
#2
$172.5M6736%N/A
#3
$35M723N/AN/A
#4
$277.8M735N/AN/A
#5
$253.5M739146%N/A