Matthew
Rieger

Avantax Advisory Services

CRD#7649338
Investment Advisor
in Watkinsville, GA

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About this Advisor

Matthew Rieger is a financial advisor based in Watkinsville, Georgia, working with Avantax Advisory Services. Matthew has previously held positions at Acuity Brands Lighting, Inc, Avantax Investment Services Inc, Avantax Advisory Services, Acuff Financial Services, Inc, and Rieger & Co Wealth Strategists, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Matthew is part of Avantax Advisory Services, which operates out of Watkinsville, Georgia. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3651 Mars Hill Road Suite 700
Watkinsville, GA 30677

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

GA Average: $3,042,739,679
Total Number of Employees

2,478

GA Average: 49
Total Number of Accounts

131,534

GA Average: 2,315
Average Account Size

$316,996

GA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Rieger Work History

2023 - Present (1 year)

Rieger & Co Wealth Strategists, LLC

2022 - Present (2 years)

Avantax Investment Services Inc

2022 - Present (2 years)

Avantax Advisory Services

2022 - Present (2 years)

Acuff Financial Services, Inc

2012 - 2023 (11 years)

Acuity Brands Lighting, Inc

Disclosures

Please visit the SEC profile of Matthew Rieger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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