Advisors Excel Competitors, Revenue and Alternatives

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Topeka, KS USA
Total Funding:N/A
Lead Investor(s):N/A
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Estimated Revenue & Financials

  • Advisors Excel's estimated annual revenue is currently $89M per year.
  • Advisors Excel's estimated revenue per employee is $210,000

Employee Data

  • Advisors Excel has 424 Employees.
  • Advisors Excel grew their employee count by 9% last year.
  • Advisors Excel currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Advisors Excel
Midwest Trust C...
First National ...
CURO Group Hold...
VSR Financial S...
HighPointe Fina...
Security Benefi...
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Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing" - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.

keywords:Finance,Human Resources Hr


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Executive Contacts

Cody FosterOwnerEmail Available
David CallananFounder
Derek ThompsonFounder
Mike MillerChief Operating Officer
Dave LaGueDirector of Sales and Marketing
Jenny HohmanDirector of Life MarketingEmail Available
Michael MartinezIT Manager
Zachary HoganDirector Of Sales And Marketing
Greg BurtonChief of Staff for CEO
Kelli DuermeierVice President

Advisors Excel News

09/03/2019 - Take a first look at renderings for second Topeka Advisor's ...

The investment marketing business, Advisor's Excel, is opening a second campus at Huntoon and Gage and construction workers are hoping ...

09/08/2019 - Local business makes large donation to Topeka schools

At the Topeka Unified School District 501 Board of Education meeting on Thursday, Advisors Excel was recognized for donating the first of two ...

09/03/2019 - Momentum 2022: Construction projects help vision of vibrancy come into focus

Advisors Excel. The Gage Shopping Center property at the southwest corner of Huntoon and Gage will look “20 times better” when Advisors ...

Advisors Excel Executive Hires

2014-11-17Zachary AnshutzDir Regulatory Affairs/Chief Compliance OfficerArticle