Advisors Excel Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Advisors Excel

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Advisors Excel Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	2950 Sw Mcclure Road Topeka, KS 66614

Note: Revenues for privately held companies are statistical evaluations.


Advisors Excel's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Advisors Excel's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Advisors Excel is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Advisors Excel Annual Revenue and Growth Rate

Advisors Excel	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Advisors Excel's revenues are gauged from an analysis of company filings.

Advisors Excel's Income Statement (based on Industry Averages)

Advisors Excel P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Advisors Excel is developing and marketing. Advisors Excel doesn't have any recent trademark applications, indicating Advisors Excel is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ADVISORS EXCEL STUDIOS Video production services for others	08/28/2019
AE LIFE Educational services in the field of life insurance, namely, providing in-person and internet-based classes, workshops, and seminars in the field of life insurance and distribution of product educational materials, educational point of sale materials, educational sales materials and sales best practices materials in connection therewith to insurance and financial professionals in the field of life insurance	08/17/2018
L Educational services in the field of life insurance, namely, providing in-person and internet-based classes, workshops, and seminars in the field of life insurance and distribution of product educational materials, educational point of sale materials, educational sales materials and sales best practices materials in connection therewith to insurance and financial professionals in the field of life insurance	08/17/2018

See all trademarks and details in the Full Report.

Market Share of Advisors Excel's Largest Competitors

A competitive analysis shows these companies are in the same general field as Advisors Excel, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Advisors Excel. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ADVISORS EXCEL	Topeka, KS	100
OFG FINANCIAL SERVICES	Topeka, KS	1
CLAYTON FINANCIAL SERVICES	Topeka, KS	1
ENDEAVOR PRIVATE WEALTH	Topeka, KS	1
ON TARGET FINANCIAL	Topeka, KS	0
PROACTIVE CAPITAL MANAGEMENT	Topeka, KS	0

Future Competition: Advisors Excel's Fastest Growing Competitors

These companies are in the same general field as Advisors Excel and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)