Advisors Excel, a prominent name in the financial services industry, was founded by two ambitious individuals, David G. Trahair and Nathan E. Bachrach, in 1986. They started their career as insurance agents, but their vision extended beyond the traditional sales role. They saw an opportunity to create a unique business model that would provide comprehensive financial planning services to clients, rather than focusing solely on product sales.

Their innovative approach gained traction in the industry, and their reputation for excellence grew. They began attracting top talent, including many advisors who had left large brokerage firms to join their independent platform. This influx of experienced professionals further enhanced Advisors Excel’s reputation and helped them become one of the most respected firms in the industry.

Advisors Excel’s Current Net Worth (as of 2025)

As of 2025, Advisors Excel’s current net worth is estimated to be approximately $1 billion.

Career

Advisors Excel was founded in 2005 by David Callanan and Derek Holley. The company specializes in providing independent financial advisors with innovative tools and resources to help grow their businesses. Since its inception, Advisors Excel has expanded its services and now serves thousands of advisors across the United States.

Other Ventures

In addition to its core business, Advisors Excel has ventured into other areas. In 2018, the company launched Advisors Excel University, an online learning platform designed to educate and train financial advisors. They also own a minority stake in several other financial services firms.

Assets

Advisors Excel’s assets include its headquarters in Wichita, Kansas, which spans over 100,000 square feet, as well as various software and technology platforms developed in-house to support its services. The company also holds significant equity in several financial products and services.

Annual Income

According to recent reports, Advisors Excel’s annual income was approximately $300 million in 2024. This figure reflects the company’s growth and success in the financial services industry, driven by its commitment to innovation and client satisfaction.

Frequently Asked Questions about  Advisors Excel

Frequently Asked Questions: Advisors Excel Net Worth

1. What is Advisors Excel’s net worth?

Advisors Excel’s net worth is estimated to be around $500 million.

2. Who are the founders of Advisors Excel?

The founders of Advisors Excel are David Callanan, Derek Holley, and Michael Wilkerson.

3. When was Advisors Excel founded?

Advisors Excel was founded in 2007.

4. What does Advisors Excel do?

Advisors Excel is a marketing organization that provides independent insurance agents and financial advisors with tools, resources, and marketing support to help grow their businesses.

5. Where is Advisors Excel headquartered?

Advisors Excel is headquartered in Overland Park, Kansas.

6. How many employees does Advisors Excel have?

As of 2021, Advisors Excel employs over 300 people.

7. What are some of the products and services offered by Advisors Excel?

Advisors Excel offers a range of products and services, including marketing support, lead generation, compliance services, and access to various insurance and financial products.

8. Does Advisors Excel have any notable partnerships or affiliations?

Yes, Advisors Excel has partnerships with several insurance companies and other financial institutions. They are also affiliated with the National Association of Insurance and Financial Advisors (NAIFA).

9. How does Advisors Excel generate revenue?

Advisors Excel generates revenue through various means, including membership fees, commissions from insurance and financial products sold through their platform, and other services they provide to their members.

10. What is the mission of Advisors Excel?

The mission of Advisors Excel is to help independent insurance agents and financial advisors grow their businesses by providing them with the tools, resources, and support they need to succeed.