Excelsior Advisor Solutions

Take Control of Your Future with Excelsior Advisor Network

We Provide Advisors with the Tools, Flexibility, and Support to Grow Their Practice.

The Excelsior Advantage

85% Payout

higher than most competitors.

2-3x Higher Business Valuation

through succession planning.

Significant Ownership Opportunity

Benefit from being an early investor.

30+ Years of Expertise

helping advisors thrive.

Why Choose Excelsior?

Flexible Platform

Advisors can run their business their way.

85% Payout

Keep more of what you earn with an industry-leading payout structure.

Ownership Opportunity

Advisors can become owners and take advantage of a significant wealth-building opportunity.

Comprehensive Support

Excelsior built the platform so you don’t have to. We handle compliance and provide key operational support.

Culture of Idea Sharing

A collaborative environment where advisors share insights and strategies for mutual growth.

Key Solutions for Advisors

Build Wealth, Your Way

Advisors at Excelsior benefit from an 85% payout, much higher than the industry average. You also have the unique chance to own part of the firm, which creates long-term wealth-building opportunity.

Secure Your Future

When you’re ready to retire, Excelsior helps you sell your business at 2-3x higher valuations, ensuring maximum value. The sale can normally be taxed at capital gains rates for more profitability.