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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
Avantaxavantax.com |
Avantax is a tax-intelligent financial planning and tax services firm serving financial advisors, CPAs, and licensed tax professio | Dallas, Texas | 201-1000 | — |
Osaicosaic.com  DGMD KW |
Osaic is a wealth management services provider operating through a network of affiliated firms — Osaic Wealth, Inc., Osaic Institu | Scottsdale, Arizona | 1001-5000 | — |
SAF Holdings LLCsafholdingsllc.com |
SAF Holdings LLC is a Reno, Nevada financial services holding company founded in December 2016 that operates two businesses: Summi | Reno, Nevada | 1-10 | — |
Fidelityfidelity.com  TT CK AP |
— | — | — | |
Vanguardvanguard.com  DS CH DS |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Edward Jonesedwardjones.com  BB JF JC |
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clie | St. Louis, Missouri | 5000+ | — |
Charlessturtzcharlessturtz.com |
— | — | — | |
Raymond Jamesraymondjames.com  MTHS YF |
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198 | St. Petersburg, Florida | 5000+ | — |
Ameriprise Financialameriprise.com  TN RV JS |
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional | Minneapolis, Minnesota | 5000+ | — |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
TD Ameritradetdameritrade.com |
TD Ameritrade was a major U.S. brokerage and investment platform brand historically serving self-directed investors and traders, n | Muscatine, Iowa | 5000+ | — |
Morgan Stanleymorganstanley.com  MI JB MM |
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment banking | New York, New York | 5000+ | — |
Northwestern Mutualnorthwesternmutual.com  MD LS AN |
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, Wisconsin | Milwaukee, Wisconsin | 5000+ | — |
MassMutualmassmutual.com  JW EBJS |
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle | Springfield, Massachusetts | 5000+ | — |
Americasbestamericasbest.com SC  BSVG |
America's Best is a multi-location eyecare retail chain with over 1,000 stores in 31 states plus the District of Columbia, offerin | Lawrenceville, Georgia | 1001-5000 | — |
Mlml.com |
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm | — | — | — |
Etradeetrade.com |
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electron | Englewood, Colorado | 5000+ | — |
Merrill Edgemerrilledge.com |
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing servi | Arizona | 1001-5000 | — |
Robinhoodrobinhood.com |
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with frac | Menlo Park, California | 1001-5000 | — |
Interactive Brokers LLCinteractivebrokers.com |
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot | Greenwich, Connecticut | 1001-5000 | — |
Prudential Financialprudential.com |
Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutiona | Newark, New Jersey | 5000+ | — |
MetLifemetlife.com |
MetLife is a global insurance and employee benefits company founded in 1868, headquartered in New York, that sells life, annuities | New York, New York | 5000+ | — |
Trowepricetroweprice.com |
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed | Baltimore, Maryland | 5000+ | — |
New York Lifenewyorklife.com |
New York Life is a mutual life insurance company and group benefits provider that partners with employers to deliver tailored disa | New York, New York | 1-10 | — |
| Run live for more | ||||
Avantax is a tax-intelligent financial planning and tax services firm serving financial advisors, CPAs, and licensed tax professionals, operating as a distinct community within Cetera Wealth Services, LLC since its founding in 1983.
Companies like Avantax include Osaic, SAF Holdings LLC, Fidelity, Vanguard, Edward Jones. See the full list of 24 competitors and alternatives above.
Avantax has approximately 201-1000 employees and is in the Financial Services industry.
Avantax is headquartered in Dallas, Texas.
Avantax operates in the Financial Services industry.
Key decision-makers and buying contacts at Avantax are listed above, including leaders across executive, finance, sales and operations.