Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study - Seite 2

“As a new advisor recently affiliated with Avantax, I was pleasantly surprised at the consistent level of women at the recruiting and management level. I think Avantax’s focus on tax-intelligent planning and advisory business is a natural fit for female advisors such as myself who often prefer to focus on big-picture planning and solutions.” Susan Quigley, CFP, owner of SQuigley Financial LLC, who affiliated with Avantax in July 2023.

“Women hold a variety of tax and advisory roles within my firm. I’m very lucky to have them, and it’s important to recognize the success they’re having in our industry and to support them with the goal of getting everyone on the same page.” – Frank Calise, CEO and Founder of CFR Capital Group, who affiliated with Avantax in June 2023.

Tax and financial professionals can learn more about Avantax by clicking here.

Financial Planning’s IBD Elite 2023 study methodology: Results are based on data from 45 participating firms in the IBD Elite. Financial Planning relied on the firms to ensure the accuracy of the information. FP works to verify data when possible. N/A means not applicable or not available. The 2021 data does not always match last year’s survey because some companies restated data; as a result, some of the rankings from the prior year are different. The data for some firms that merged may have also changed from last year’s survey. All figures reflect calendar year numbers. Total revenues drive the overall IBD Elite rankings.

No compensation was given in connection with Avantax being ranked in the IBD Elite 2023 study.

About Avantax
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, we had $83.8 billion in total client assets as of June 30, 2023. For additional information, please visit us at www.avantax.com. You can also find us on LinkedIn.