RIA Intel›Advisers›Iowa›AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC.

Advisory

N·DUBUQUE, IA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM
$6.9B
1-Year AUM Growth
+16.9%
3-Year CAGR
+10.7%
Employees
254
Assets Under Management
Total AUM$6.9B
Discretionary AUM$6.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8,371
Team
Total Employees254
Investment Advisers254
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record81
First FilingFeb 8, 2001
Latest FilingJan 5, 2026
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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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