RIA · Independent channel
Xcelsior Advisor Partners
Destination identity added from a reviewed 2026 advisor-move source.
- Website
- xcelsiorpartners.com
- Regulator record
- XCELSIOR ADVISOR PARTNERS LLC (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$2.2B
Reported practice assets · 2 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
01
2
Arrivals 2
Teams joining Xcelsior Advisor Partners in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 24 | Breakaway | Stanley M. Reeg, Todd M. ReegDavenport, IA | BairdWirehouses, Banks & BDs | $1.4B | AdvisorHub |
| Apr 24 | Breakaway | Duffy Mathias Private WealthScottsdale, AZ | BairdWirehouses, Banks & BDs | $770M | InvestmentNews |
Departures 0
Teams leaving Xcelsior Advisor Partners in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.