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H.D. Vest, Inc.
Corporation Parent
Overview
H.D. Vest, Inc.
H.D. Vest oversees a network of more than 4,600 accounting and tax professionals who collectively manage more than $37 billion in assets for approximately 1.8 million individuals and small businesses in every US state. The company provides training, technology, and operational support to its financial advisors, as well as expertise in wealth management, estate planning, education and retirement planning, and insurance planning. An investment group ...
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led by Parthenon Capital Partners and Lovell Minnick Partners acquired H.D. Vest from megabank Wells Fargo in 2011. The firm (dba H.D. Vest Financial Services) was founded in 1983 by Herb D. Vest, a CPA who recognized his tax clients' need for financial advice.
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Roger C Ochs   See more contacts
6333 N State Highway 161 4F Irving, TX, 75038-2200 United States See other locations
(972) 870-6000
317
340
$149.86 million
1986
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Contacts
Get in Touch with 7 Principals* and 236 Contacts
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  • Roger C Ochs
    President and Chief Executive Officer
  • ADI GARG
    Officer
  • CASEY GRIFFIN
    Officer
  • NEAL HEIFETZ
    Chief and Officer
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Revenue in USD
Annual Revenue
$149.86 million USD