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Xcelsior Advisor Partners LLC

EST. AUM
$2,510,504,102

CONTACTS

CLIENT ACCOUNTS
4,746

Firm Details

Metro area Phoenix
CRD Number 334779
Website xcelsiorpartners.com
Client types

Overview

Xcelsior Advisor Partners LLC is a Scottsdale-based registered investment adviser organized in 2023. The firm operates as a "supported independence" platform, providing financial advisors with institutional-grade infrastructure, compliance oversight, and technology integration. Xcelsior offers a comprehensive suite of advisory services, including discretionary portfolio management, financial planning, and consulting for high-net-worth individuals, corporations, and retirement plans. The firm emphasizes a partnership model designed to help independent advisors build long-term enterprise value and transition their practices to a scalable growth framework.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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