Avantax Advisory Services Inc

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CAFR Data
Avantax Advisory Services Inc
CRD #104556
SEC #801-29892
CIK #1303042
AUM $25.7 BB (52% Disc, 100% US, 2020-03-30)
Employees2,958 (100% Investors, 96% Brokers)
Phone972-870-6000
Address6333 North State Highway 161
Irving, TX 75038
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
30241812602000200720142021
Comparable Firms State AUM ($BB)
Securities America Advisors Inc
NE 29.0
Newport Group Securities Inc
FL 28.4
United Capital Financial Advisers LLC
CA 27.6
Waddell & Reed Inc
KS 26.9
Lincoln Financial Advisors Corporation
IN 26.8
Cetera Advisor Networks LLC
CA 25.8
Addenda Capital Inc
25.5
SunTrust Advisory Services Inc
GA 24.9
Invesco Asset Management Japan Limited
24.4
Invista Capital Management LLC
IA 23.0
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