Avantax Advisory Services, Inc.
CRD 104556SEC# 801-29892Dallas, TX
No longer SEC-registered. Avantax Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$46.11B
Employees
2,278
Accounts
140,306
Location
Dallas, TX
Avantax Advisory Services, Inc. assets under management
Avantax Advisory Services, Inc. is an SEC-registered investment adviser based in Dallas, TX. It reports $46.1 billion in regulatory assets under management and employs 2,278 people.
Avantax Advisory Services, Inc. owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Keith Shores Control | Co-Treasurer | Under 5% | 2024 |
| Andrew David Watts Control | President & Co-Secretary | Under 5% | 2024 |
| Avantax Wealth Management, Inc. Control | Shareholder | Over 75% | 1986 |
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Join to unlock · $37/moFrequently asked questions
How much does Avantax Advisory Services, Inc. manage?
Avantax Advisory Services, Inc. reports $46.1 billion in regulatory assets under management on its Form ADV.
How many employees does Avantax Advisory Services, Inc. have?
Avantax Advisory Services, Inc. reports 2,278 employees.
Where is Avantax Advisory Services, Inc. located?
Avantax Advisory Services, Inc. is based in Dallas, TX.
Does Avantax Advisory Services, Inc. disclose fund performance?
Avantax Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 Olympus Blvd, Suite 100, Dallas, TX 75019 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$46.11BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$46.11Bregulatory AUM
Discretionary $38.14BNon-discretionary $7.97B