149 Followers on Owler
OverviewCompetitorsAcquisitionsNews & Insights

Avantax Competitors or Alternatives

Avantax's top competitors include Merrill, Edward Jones and Vanguard.

Unlock 7 more competitors →

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

  • FUNDING

    REVENUE

  • EMPLOYEES

    FUNDING

  • REVENUE

  • CEO RATING

  • EMPLOYEES

  • FUNDING

  • REVENUE

Avantax's company profile

CEO

- -
500 - 1,000
$0
$500M - 1B
  • $0
    $500M - 1B
  • 500 - 1,000
    $0
  • $500M - 1B
  • - -
  • 500 - 1,000
  • $0
  • $500M - 1B
View ProfileView
1
Avantax's Competitor - Merrill logo

Andy Sieg

President

91/100
60,000
- -
$18.1B
  • - -
    $18.1B
  • 60,000
    - -
  • $18.1B
  • 91/100
  • 60,000
  • - -
  • $18.1B
View ProfileView
2
Avantax's Competitor - Edward Jones logo

Penny Pennington

Managing Partner

72/100
50,000 - 100,000
- -
$10B - 50B
  • - -
    $10B - 50B
  • 50,000 - 100,000
    - -
  • $10B - 50B
  • 72/100
  • 50,000 - 100,000
  • - -
  • $10B - 50B
View ProfileView
3
Avantax's Competitor - Vanguard logo

Salim Ramji

CEO

70/100
10,000 - 50,000
- -
$5B - 10B
  • - -
    $5B - 10B
  • 10,000 - 50,000
    - -
  • $5B - 10B
  • 70/100
  • 10,000 - 50,000
  • - -
  • $5B - 10B
View ProfileView
4
Avantax's Competitor - Charles Schwab logo

Rick Wurster

President & CEO

69/100
35,300
$2.3B
$19.6B
  • $2.3B
    $19.6B
  • 35,300
    $2.3B
  • $19.6B
  • 69/100
  • 35,300
  • $2.3B
  • $19.6B
View ProfileView
5
Avantax's Competitor - Fisher Investments logo

Damian Ornani

CEO

82/100
5,000 - 10,000
$3.6B
$500M - 1B
  • $3.6B
    $500M - 1B
  • 5,000 - 10,000
    $3.6B
  • $500M - 1B
  • 82/100
  • 5,000 - 10,000
  • $3.6B
  • $500M - 1B
View ProfileView
The top 10 competitors in Avantax's competitive set are Merrill, Edward Jones, Vanguard, Cetera, Charles Schwab, Fisher Investments, JPMorgan Chase, Penny Mac, Bank of America and SilverBow. Together they have raised over 9.1B between their estimated 691.4K employees. Avantax's revenue is the ranked 10th among it's top 10 competitors. The top 10 competitors average 31.5B. Avantax has 727 employees and is ranked 10th among it's top 10 competitors. The top 10 competitors average 62,917.

Avantax VS Merrill

Merrill is Avantax's #1 competitor. Merrill is a Product/Brand/Service company that was founded in 1914 in New York, New York. Merrill is in the Asset & Investment Management industry. Compared to Avantax, Merrill has 59,273 more employees.

Avantax VS Edward Jones

Edward Jones is seen as one of Avantax's biggest rivals. Edward Jones was founded in Saint Louis, Missouri} in 1922. Edward Jones is in the Asset & Investment Management field. Compared to Avantax, Edward Jones generates $13.1B more revenue.

Avantax VS Vanguard

Vanguard is one of Avantax's top competitors. Vanguard is headquartered in Malvern, Pennsylvania, and was founded in 1975. Vanguard competes in the Asset & Investment Management industry. Vanguard generates 1,097% the revenue of Avantax.

Looking for similar companies to Avantax?

Similar Companies

Companies in Dallas with revenue in $500M-1.0B range

See 57 companies 
Companies in Dallas with employees in 500-1.0K range

See 110 companies 
Asset & Investment Management companies with revenue in $500M-1.0B range

See 90 companies 
Companies in Dallas-fort Worth Metropolitan Area with revenue in $500M-1.0B range

See 150 companies 
Asset & Investment Management companies with employees in 500-1.0K range

See 198 companies 
Asset & Investment Management companies in Dallas

See 290 companies 
Companies in Texas with revenue in $500M-1.0B range

See 352 companies 
Asset & Investment Management companies in Dallas-fort Worth Metropolitan Area

See 446 companies 
Companies in Dallas-fort Worth Metropolitan Area with employees in 500-1.0K range

See 565 companies 

Advanced Search

PRO

Discover new companies using five search parameters, including sector, location, public/private company status, employee count, and annual revenue.

Discover new companies using five search parameters.

Trending News for Avantax and Avantax's Competitors

April 30, 2025FinTech InShorts
The shift to Software-as-a-Service (SaaS) is creating vulnerabilities, says JPMorgan's Chief Information Security Officer. Highlights: SaaS Model Risks...
April 29, 2025Nasdaq
(RTTNews) - British American Tobacco p.l.c. (BTI), a transnational tobacco company, on Tuesday, announced that it has signed an agreement with Merrill ...
April 29, 2025WebWire
Sixteen cultural institutions have been named as grant recipients of the� 2025 Bank of America Art Conservation Project. The selections represent a w...

Frequently Asked Questions about Avantax

  1. Who are Avantax's top competitors?

    Avantax's top 3 competitors are Merrill, Edward Jones, Vanguard.

  2. Who is similar to Avantax?

    Merrill is the most similar to Avantax. Edward Jones and Vanguard are also similar to Avantax.

  1. Are Avantax and Merrill competitors?

    Yes, Merrill is one of Avantax’s top competitors.