SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Xcelsior Advisor Partners LLC
Scottsdale, AZ
CRD 334779
Firm filing updated September 27, 2026 ·
- $2.5BAssets
- 1,501Clients
- 22Advisory staff
- 4,746Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,319
- High net worth individuals131
- Corporations or other businesses51
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,319 | $1.7 billion |
| High net worth individuals | 131 | $562.5 million |
| Corporations or other businesses not listed above | 51 | $282.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$2.5 billion
- Accounts4,746
- DiscretionaryAll accounts
People
- Employees25
- Advisory staff22
- Broker-dealer reps9
- Licensed insurance agents8
- Planning clients0
Advisors
15 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 334779, SEC file 801-132014.
- Registered with the SEC as an investment advisor (status date on record: March 4, 2025).
Is Xcelsior Advisor Partners LLC a fiduciary?
Short answer: Xcelsior Advisor Partners LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 9 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
8 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.