Company Profile

Avantax, Inc. is a provider of integrated tax-focused wealth management services and platforms. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.

Employees

727

Sector

Investment Management & Fund Operators

More about the company

25-05-14	Avantax, Inc. acquired Assets of WealthCare Financial Group LLC.	CI
25-03-06	Toby Brazzel Chooses Avantax to Support Rapid-Growth Goals in a Business Model Conducive to Involving Family in the Louisiana-Based Advisory Practice	CI
25-01-27	Avantax, Inc. acquired assets of Sweeney Kovar, LLP.	CI
24-11-26	Avantax Appoints Andrew Erickson as Independent Financial Advisor	CI
24-09-25	Avantax, Inc. acquired SEP Financial Services from Stephen E. Plain on September 26, 2024.	CI
24-07-22	Avantax, Inc. and The Retirement Planning Group, LLC acquired Noble Oak Financial	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600 Financials	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Capital Markets Select Industry Index	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 600	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Global BMI Index	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P 1000	CI
23-11-30	Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P TMI Index	CI

23-09-12	Barrington Research Downgrades Avantax to Market Perform From Outperform	MT
23-09-12	Cantor Fitzgerald Downgrades Avantax to Neutral From Overweight, Adjusts Price Target to $26 From $27	MT
23-09-11	Barrington Research Cuts Avantax Price Target to $30 From $32.50, Maintains Outperform Rating	MT
23-09-11	Cantor Fitzgerald Adjusts Avantax Price Target to $27 From $29, Maintains Overweight Rating	MT
23-09-11	Benchmark Adjusts Avantax Price Target to $30 From $32, Maintains Buy Rating	MT

23-11-27	Cetera Holdings Announces Close of Avantax Acquisition	PR
23-11-21	Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets	GL
23-11-21	Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets	AQ
23-11-16	Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community	GL
23-11-16	Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community	AQ

22-12-20	Nipte winst op Wall Street
22-12-20	Wall Street licht hoger
22-12-20	Wall Street richting rode opening

Manager	Title	Age	Since
Michael Durbin PSD	President	-	-
Dan Burkott CMP	Compliance Officer	-	2024-04-30
Ivan Gruhl CIO	Chief Investment Officer	-	2023-05-22

Avantax, Inc. Stock

Stocks

AVTA

US0952291005

Investment Management & Fund Operators

Latest news: Avantax, Inc.

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Quotes and Performance

Managers and Directors: Avantax, Inc.

Latest insider transactions

Wealth Management

Company Profile

Date	Insider	Type	Main position	Quantity	% Market Cap.
11/27/23	Jana Schreuder	Issuer sale	Director	42,566	0.1156%
11/27/23	Bellevue Capital LLC	Issuer sale	Company	14,000	0.0380%
11/27/23	Tabitha Bailey	Issuer sale	General Counsel	28,009	0.0761%

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5-day change	1-year change	3-year change	Capi.($)
AVANTAX, INC.	-0.04%	+0.23%	-	-	957M
BLACKROCK, INC.	-2.44%	+2.62%	+4.51%	+89.01%	182B
UBS GROUP AG	-1.18%	+2.21%	+28.24%	+85.01%	147B
BANK OF NEW YORK MELLON CORPORATION (THE)	-1.51%	+1.27%	+36.31%	+247.45%	101B
BLACKSTONE INC.	-1.73%	+0.46%	-20.14%	+28.29%	96.45B
BROOKFIELD CORPORATION	-0.62%	+3.20%	-14.31%	+104.38%	88.14B
KKR & CO. INC.	-1.49%	+3.34%	-20.08%	+71.43%	86.01B
BROOKFIELD ASSET MANAGEMENT LTD.	-0.68%	+2.41%	-10.15%	+67.59%	77.6B
STATE STREET CORPORATION	-2.29%	+1.16%	+47.34%	+165.76%	47.27B
AMERIPRISE FINANCIAL, INC.	-1.42%	-0.28%	+8.09%	+55.40%	43.98B
Average	-1.37%	+2.54%	+6.65%	+101.59%	96.55B
Weighted average by Cap.	-1.58%	+2.77%	+6.33%	+100.30%