RIA · Independent channel
Avantax Planning Partners
Includes the history of Matkovic Financial Group (acquired March 2026) · Darnall Sikes Wealth Partners (acquired January 2026)
Employee-based advisory channel of Avantax.
- Website
- avantax.com
- Regulator record
- AVANTAX PLANNING PARTNERS, INC. (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$2.0B
Reported practice assets · 2 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 2
Teams joining Avantax Planning Partners in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Mar 31 | Acquisition | Matkovic Financial GroupIndianapolis, IN | Matkovic Financial GroupRIAacquired by Avantax Planning Partners, Mar 2026 | $135M | Press Release |
| Jan 22 | Acquisition | Darnall Sikes Wealth PartnersLafayette, LA | Darnall Sikes Wealth PartnersRIAacquired by Avantax Planning Partners, Jan 2026 | $1.9B | Press Release |
Departures 0
Teams leaving Avantax Planning Partners in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.