Home
Financial Advisor
Texas
Dallas
AVANTAX ADVISORY SERVICES

AVANTAX ADVISORY SERVICES

Tel: 972-870-6000 3200 Olympus Blvd Suite 100 Dallas, Texas 75019

About AVANTAX ADVISORY SERVICES

AVANTAX ADVISORY SERVICES is a Dallas, Texas based financial advisory firm with nearly $41,695,726,722 in assets under management and provides investment advisory services for 131534 clients. There are currently 2478 financial advisors at the firm.

General Information
Firm CRD#:

104556

Firm SEC#:

801-29892

Assets Under Management:

$41,695,726,722

No. of Clients:

131534

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Texas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Texas, Dallas

FirmCRD#:106482
SEC#:801-16283
No. of Advisors:1166
No. of Clients:1153
AUM:$749,622,475,396
FirmCRD#:107342
SEC#:801-29362
No. of Advisors:4065
No. of Clients:360116
AUM:$298,729,428,900
FirmCRD#:106189
SEC#:801-46878
No. of Advisors:481
No. of Clients:2923
AUM:$151,257,095,924
FirmCRD#:159732
SEC#:801-72942
No. of Advisors:1036
No. of Clients:158
AUM:$141,927,200,000
FirmCRD#:149822
SEC#:801-70009
No. of Advisors:319
No. of Clients:827
AUM:$118,041,119,970
FirmCRD#:159738
SEC#:801-72941
No. of Advisors:361
No. of Clients:102
AUM:$112,362,200,000
FirmCRD#:159014
SEC#:801-72845
No. of Advisors:633
No. of Clients:133
AUM:$70,981,471,684
FirmCRD#:108561
SEC#:801-57980
No. of Advisors:21
No. of Clients:217
AUM:$68,653,923,262
FirmCRD#:105552
SEC#:801-29198
No. of Advisors:27
No. of Clients:61
AUM:$57,375,695,433
FirmCRD#:105519
SEC#:801-31237
No. of Advisors:100
No. of Clients:268
AUM:$49,869,329,873
FirmCRD#:283330
SEC#:801-56126
No. of Advisors:1266
No. of Clients:140425
AUM:$48,324,319,629
FirmCRD#:44970
SEC#:801-35725
No. of Advisors:7
No. of Clients:78
AUM:$44,680,083,373
FirmCRD#:156078
SEC#:801-72104
No. of Advisors:302
No. of Clients:113
AUM:$36,791,155,843
FirmCRD#:160000
SEC#:801-73558
No. of Advisors:25
No. of Clients:37
AUM:$36,159,474,957

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.