RIA Intel›Advisers›Texas›AVANTAX ADVISORY SERVICES, INC.

AVANTAX ADVISORY SERVICES, INC.

Advisory

N·DALLAS, TX

Data as of Oct 22, 2024 · Source: SEC Form ADV

Total AUM
$46.1B
1-Year AUM Growth
+34.6%
3-Year CAGR
+11.0%
Employees
2,278
Assets Under Management
Total AUM$46.1B
Discretionary AUM$38.1B
Non-Discretionary AUM$8.0B
Discretionary %82.7%
Total Clients95,037
Team
Total Employees2,278
Investment Advisers2,278
Employee Growth (1Y)+1.9%
Filing History
Total Filings on Record151
First FilingNov 3, 2000
Latest FilingOct 22, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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