Avantax Acquires Integrated Tax & Wealth Strategies’ $760M Wealth Management Business

Avantax Acquires GA Investment Management

May 20, 2024

Wealth Management

Avantax has acquired Pennsylvania-based GA Investment Management, onboarding $400 million of GA client assets to its platform and converting 10 GA employees to Avantax W-2 employees. The GA partners selected Avantax as part of a succession plan because of aligned tax-focused planning, in-house asset management, eMoney compatibility, and access to Avantax's network for future advisor growth.

Cetera Holdings Acquires Avantax

November 27, 2023

Financial Services

Cetera Holdings (the holding company of Cetera Financial Group) completed the acquisition of Avantax, Inc. for $26.00 per share in cash, taking Avantax private. The deal adds Avantax's tax-focused wealth management capabilities — including 3,111 financial professionals and approximately $82.3 billion in assets under administration — to Cetera's advisor platform and strengthens its tax-centric offering and multi-custodial capabilities.

Avantax Acquires SEP Financial Services from Stephen E. Plain

September 26, 2024

Financial Services

Avantax Inc. has acquired SEP Financial Services, the independent advisory practice founded by veteran CPA/advisor Stephen E. Plain, as part of Plain’s succession plan. Approximately $40 million in client assets and the practice will transition to Avantax Planning Partners to ensure continuity of tax‑intelligent financial planning and wealth management for clients.

Modern Wealth Management Acquires Martin James Investment & Tax Management

October 19, 2023

Accounting & Tax

Modern Wealth Management has acquired Indianapolis-based Martin James Investment & Tax Management, integrating the tax, accounting and wealth management firm into its national RIA platform. The deal brings roughly 10 employees and about 400 client relationships to Modern Wealth and adds dedicated tax planning and compliance capabilities to the buyer's service offering.

Arax Investment Partners Acquires Summit Wealth Strategies

August 5, 2025

Wealth Management

Arax Investment Partners, a RedBird-backed wealth-management platform, has acquired Summit Wealth Strategies, a Chesterfield, Missouri–based registered investment advisor with $1 billion in assets under management. Summit will join Arax Advisory Partners to expand Arax's Midwest presence; financial terms were not disclosed.

Avidian Wealth Solutions Acquires Equistar Wealth Management

May 17, 2024

Financial Services

Avidian Wealth Solutions, a Houston-based independent financial advisory firm, has acquired Austin-based Equistar Wealth Management, which manages $166 million in assets. The deal expands Avidian's presence in the Austin market and adds Equistar's advisory team to Avidian's multi-tier service model.