Excelsior Advisor Network

Your Independence. Excelsior Support. Stronger Together.

You don’t have to go at it alone. Get the freedom to serve clients your way, backed by our operational support and flexible platform that make it all possible.

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Why the Best Advisors Choose Excelsior

Easy Independence, Full Support
Excelsior makes it easy for you to go independent. We assist with many of your daily operations – from compliance to technology.
Superior Technology & Flexibility
Operate with agility using our cutting-edge technology & enjoy the flexibility to serve clients the way you want, without the restrictive red tape found at larger firms.
Idea-Sharing Culture
Join a community of advisors who collaborate and share insights, fostering a culture of growth and innovation.
85% Cash Payout
Keep more of what you earn. Advisors at Excelsior receive an industry-leading 85% payout, far above the industry average of 40 – 50%.
More Attractive Succession Planning
When it’s time to retire, Excelsior helps you sell your business at a higher valuation—typically 2-3x more than traditional valuations—giving you peace of mind and better returns. Additionally, the sale of the business can normally be done at capital gains tax rates, not ordinary income tax, maximizing your wealth at exit.
Unique Ownership Opportunity
Become an owner and partake in a significant wealth-building opportunity. Benefit from being an early investor in a growing firm, capitalizing on favorable demographics and industry trends.

How We Support You

Clearing & Custody

Platform / Technology

Compliance / Legal

Products & Investments

Service & Operations

Best Practices

Talent

Marketing / Website

Real Estate

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