AVANTAX PLANNING PARTNERS, INC.
CRD #106237 SEC #801-50939 DUBUQUE, IA 563-582-2855
SEC Registered
Total AUM
$6.9B
Discretionary
$6.9B
Employees
254
Clients
--
Accounts
13,679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $6.9B | $6.9B | $0 | 254 | 4 |
| Jul 2025 | $6.9B | $6.9B | $0 | 254 | 4 |
| Mar 2025 | $6.9B | $6.9B | $0 | 254 | 4 |
| Nov 2024 | $6.4B | $6.4B | $4.9M | 248 | 4 |
| Nov 2024 | $6.4B | $6.4B | $4.9M | 248 | 4 |
| Apr 2024 | $6.4B | $6.4B | $4.9M | 248 | 4 |
| Mar 2024 | $6.4B | $6.4B | $4.9M | 248 | 4 |
| Feb 2024 | $5.5B | $5.4B | $11.2M | 239 | 6 |
| Feb 2024 | $5.5B | $5.4B | $11.2M | 239 | 6 |
| Dec 2023 | $5.5B | $5.4B | $11.2M | 239 | 6 |
| Sep 2023 | $5.5B | $5.4B | $11.2M | 239 | 6 |
| May 2023 | $5.5B | $5.4B | $11.2M | 239 | 6 |
| Mar 2023 | $5.5B | $5.4B | $11.2M | 239 | 6 |
| Feb 2023 | $5.8B | $5.8B | $13.4M | 125 | 0 |
| Feb 2023 | $5.8B | $5.8B | $13.4M | 125 | 0 |
| Nov 2022 | $5.8B | $5.8B | $13.4M | 125 | 0 |
| Jul 2022 | $5.8B | $5.8B | $13.4M | 125 | 0 |
| May 2022 | $5.8B | $5.8B | $13.4M | 125 | 0 |
| Mar 2022 | $5.8B | $5.8B | $13.4M | 125 | 0 |
| Aug 2021 | $4.6B | $4.6B | $0 | 103 | 0 |
| Jun 2021 | $4.6B | $4.6B | $0 | 103 | 0 |
| Jun 2021 | $4.6B | $4.6B | $0 | 103 | 0 |
| Mar 2021 | $4.6B | $4.6B | $0 | 103 | 0 |
| Feb 2021 | $4.1B | $4.1B | $0 | 103 | 0 |
| Jan 2021 | $4.1B | $4.1B | $0 | 103 | 0 |
| Dec 2020 | $4.1B | $4.1B | $0 | 103 | 0 |
| Oct 2020 | $4.1B | $4.1B | $0 | 103 | 0 |
| Jul 2020 | $4.1B | $4.1B | $0 | 103 | 0 |
| Jul 2020 | $4.1B | $4.1B | $0 | 103 | 0 |
| Jun 2020 | $4.1B | $4.1B | $0 | 103 | 0 |
| Mar 2020 | $4.1B | $4.1B | $0 | 103 | 0 |
| Jul 2019 | $3.2B | $3.2B | $0 | 90 | 0 |
| Mar 2019 | $3.2B | $3.2B | $0 | 90 | 0 |
| Sep 2018 | $3B | $3B | $0 | 82 | 0 |
| Mar 2018 | $3B | $3B | $0 | 82 | 0 |
| Jul 2017 | $2.7B | $2.7B | $0 | 79 | 3,400 |
| Jun 2017 | $2.7B | $2.7B | $0 | 79 | 3,400 |
| Mar 2017 | $2.7B | $2.7B | $0 | 79 | 3,400 |
| Oct 2016 | $2.3B | $2.3B | $0 | 70 | 3,200 |
| Jul 2016 | $2.3B | $2.3B | $0 | 70 | 3,200 |
| Mar 2016 | $2.3B | $2.3B | $0 | 70 | 3,200 |
| Nov 2015 | $2.1B | $2.1B | $0 | 57 | 3,000 |
| Mar 2015 | $2.1B | $2.1B | $0 | 57 | 3,000 |
| Sep 2014 | $1.7B | $1.7B | $0 | 56 | 3,000 |
| Mar 2014 | $1.7B | $1.7B | $0 | 56 | 3,000 |
| Mar 2014 | $1.7B | $1.7B | $0 | 56 | 3,000 |
| Sep 2013 | $1.4B | $1.4B | $0 | 51 | 3,000 |
| Mar 2013 | $1.4B | $1.4B | $0 | 51 | 3,000 |
| Oct 2012 | $1.1B | $1.1B | $26.4K | 11 | 3,000 |
| Mar 2012 | $1.1B | $1.1B | $26.4K | 11 | 3,000 |
| Dec 2011 | $1B | $1B | $5.4M | 11 | 2,500 |
| Jul 2011 | $1B | $1B | $5.4M | -- | -- |
| Mar 2011 | $1B | $1B | $5.4M | -- | -- |
| Feb 2011 | $930M | $925.1M | $4.9M | -- | -- |
| Jul 2010 | $930M | $925.1M | $4.9M | -- | -- |
| Mar 2010 | $930M | $925.1M | $4.9M | -- | -- |
| Jan 2010 | $788M | $784.9M | $3.1M | -- | -- |
| Nov 2007 | $871.4M | $865.6M | $5.8M | -- | -- |
| Aug 2007 | $871.4M | $865.6M | $5.8M | -- | -- |
| Mar 2007 | $871.4M | $865.6M | $5.8M | -- | -- |
| Mar 2006 | $718.2M | $710.8M | $7.5M | -- | -- |
| May 2004 | $447.7M | $440.1M | $7.6M | -- | -- |
| Oct 2003 | $333.5M | $325.5M | $7.9M | -- | -- |
| Sep 2001 | $281.5M | $280.7M | $759K | -- | -- |
DateOct 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees254
Clients4
DateJul 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees254
Clients4
DateMar 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees254
Clients4
DateNov 2024
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$4.9M
Employees248
Clients4
DateNov 2024
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$4.9M
Employees248
Clients4
DateApr 2024
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$4.9M
Employees248
Clients4
DateMar 2024
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$4.9M
Employees248
Clients4
DateFeb 2024
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$11.2M
Employees239
Clients6
DateFeb 2024
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$11.2M
Employees239
Clients6
DateDec 2023
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$11.2M
Employees239
Clients6
DateSep 2023
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$11.2M
Employees239
Clients6
DateMay 2023
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$11.2M
Employees239
Clients6
DateMar 2023
Total AUM$5.5B
Discretionary$5.4B
Non-Disc.$11.2M
Employees239
Clients6
DateFeb 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$13.4M
Employees125
Clients0
DateFeb 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$13.4M
Employees125
Clients0
DateNov 2022
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$13.4M
Employees125
Clients0
DateJul 2022
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$13.4M
Employees125
Clients0
DateMay 2022
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$13.4M
Employees125
Clients0
DateMar 2022
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$13.4M
Employees125
Clients0
DateAug 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees103
Clients0
DateJun 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees103
Clients0
DateJun 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees103
Clients0
DateMar 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees103
Clients0
DateFeb 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateJan 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateDec 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateOct 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateJul 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateJul 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateJun 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateMar 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees103
Clients0
DateJul 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees90
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees90
Clients0
DateSep 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees82
Clients0
DateMar 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees82
Clients0
DateJul 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees79
Clients3,400
DateJun 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees79
Clients3,400
DateMar 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees79
Clients3,400
DateOct 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients3,200
DateJul 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients3,200
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees70
Clients3,200
DateNov 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees57
Clients3,000
DateMar 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees57
Clients3,000
DateSep 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees56
Clients3,000
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees56
Clients3,000
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees56
Clients3,000
DateSep 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients3,000
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees51
Clients3,000
DateOct 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.4K
Employees11
Clients3,000
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.4K
Employees11
Clients3,000
DateDec 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$5.4M
Employees11
Clients2,500
DateJul 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$5.4M
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$5.4M
Employees--
Clients--
DateFeb 2011
Total AUM$930M
Discretionary$925.1M
Non-Disc.$4.9M
Employees--
Clients--
DateJul 2010
Total AUM$930M
Discretionary$925.1M
Non-Disc.$4.9M
Employees--
Clients--
DateMar 2010
Total AUM$930M
Discretionary$925.1M
Non-Disc.$4.9M
Employees--
Clients--
DateJan 2010
Total AUM$788M
Discretionary$784.9M
Non-Disc.$3.1M
Employees--
Clients--
DateNov 2007
Total AUM$871.4M
Discretionary$865.6M
Non-Disc.$5.8M
Employees--
Clients--
DateAug 2007
Total AUM$871.4M
Discretionary$865.6M
Non-Disc.$5.8M
Employees--
Clients--
DateMar 2007
Total AUM$871.4M
Discretionary$865.6M
Non-Disc.$5.8M
Employees--
Clients--
DateMar 2006
Total AUM$718.2M
Discretionary$710.8M
Non-Disc.$7.5M
Employees--
Clients--
DateMay 2004
Total AUM$447.7M
Discretionary$440.1M
Non-Disc.$7.6M
Employees--
Clients--
DateOct 2003
Total AUM$333.5M
Discretionary$325.5M
Non-Disc.$7.9M
Employees--
Clients--
DateSep 2001
Total AUM$281.5M
Discretionary$280.7M
Non-Disc.$759K
Employees--
Clients--