AVANTAX ADVISORY SERVICES, INC.

SEC file number 801-29892 · DALLAS, TX

https://myavantax.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$41.70B

Discretionary AUM

$33.74B

Employees

2478

Clients

1243

Firm

Address: 3200 OLYMPUS BLVD
DALLAS, TX 75019
Phone: —
Website: https://myavantax.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 29, 2026

No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)