Home / Company
Changing the way America invests
HD Vest is pioneering the future of holistic wealth management with a unique perspective on investing, a growing network of top performing advisors, and more than 30 years of industry leading experience.
01
Over $45 billion total assets
Our trusted network of over 4,600 Advisors provide services to more than 350,000 wealth management clients nationwide.
02
300+ Certified Experts
Our tax and financial experts – with an average tenure of over 15 years – are key to the advisor support network provided by HD Vest.
03
Backed by Blucora
A $1 billion market diversified financial services company dedicated to better financial outcomes through tax leveraging.
04
100+ Local Chapters
With over 100 local chapters, we have the strongest financial community in the country.
05
4.6k+ Independent Advisors
We have a proven track record expanding the businesses of thousands of advisors for the last 30 years.
06
40+ Insurance and Annuity selling agreements
Our unique approach is rooted in holistic financial analysis. We are here to serve you everything you need to support your clients’ needs.
Providing a new perspective for tax professionals and their clients
Our company was founded on the idea that healthy financial planning and investment decisions need to be made with a holistic look at an individual’s financial situation. We changed the industry by lobbying to allow tax professionals to offer financial services to clients and continue to push for a positive evolution of the financial industry.
Ranked as one of the top 15 broker/dealer firms, our commitment is grounded in providing exceptional service to our Advisors. Our mission is to create opportunities for Advisors to provide ethical, high quality investment and financial planning solutions to more Americans than ever.
Who We Are
A reliable partner
HD Vest has supported an independent network of tax and non-tax professionals since 1983. We continue to work to provide cutting edge tools to enable our Advisors to successfully expand their business and create financial well being for their clients.
What We Do
Empower growth
We are dedicated to helping you successfully grow your business into a holistic financial service for your clients. We provide financial tools, unmatched support, a strong community base, and marketing assistance for our Advisors throughout their journey.
How We DO It
We invest in our Advisors
Your success is our success. Our focus is on delivering you the absolute best support, guiding you through training, offering access to our proprietary technology, and providing forward thinking industry solutions. Our Advisors are our greatest asset.
Working With Us
Join the community
HD Vest is more than a broker-dealer firm, it is a family. Our network has grown into a tight-knit community, committed to seeing the success of its members. Through our Connect Conference and Chapter Meetings, our members continue to develop their practices together.
Leadership
Unmatched experience, genuine enthusiasm
Our leadership team is dedicated to delivering what matters to our Advisors and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire HD Vest family.
Bob Oros
Cheif Executive Officer
Scott Rawlins, CFP®
President and Managing Director, Sales
David Peavler
General Counsel
Casey Griffin
Cheif Compliance Officer
Mark Helliker
Chief Operations and Service Officer
James Hickey, CFA®
Chief Investment Strategist
Tim Stewart, CFP®
Head of Business Development
A team unlike any other
HD Vest is driven by a passion to make people’s lives better, and our team is here to make a difference. We strive to create a balanced and friendly work environment where careers can flourish. Join our team of motivated individuals eager to make an impact.