# Advisors Excel

> Advisors Excel is a privately held Topeka financial-services company that acts as an outsourced growth and operating system for independent financial advisors. Its IMO+ model combines annuity and life-insurance distribution with wealth management, Medicare support, compliance, technology, creative production, lead generation, coaching and a national advisor community. Founded around a kitchen table in 2005, the company has grown from five people in a dentist-office basement to more than 1,000 employees serving roughly 550 advisor offices through its affiliated companies.

- **Founded:** 2005
- **Headquarters:** Topeka, United States
- **Founders:** Cody Foster (Co-founder), David Callanan (Co-founder and CEO of AE Wealth Management), Derek Thompson (Co-founder, no longer active in the business)
- **Team size:** More than 1,000 employees; Great Place to Work listed 1,037 U.S.-based employees in August 2025, while the supplied company record lists about 1,100.
- **Products:** Annuities, AE Life, AE Wealth Management, AE Medicare Solutions, AE Creative
- **Notable:** Grew from five people in a 1,300-square-foot basement office in 2005 to more than 1,000 employees., Generated $45 million in first-year production, nearly twice the founders’ $25 million target., Built an affiliated-company platform supporting roughly 550 advisor offices nationwide.

## Products & services

- **Annuities** — Carrier and product access, case design, product analysis, contracting, applications, operations support and sales coaching for independent producers.
- **AE Life** — Life-insurance case support, product strategies, operations and coaching designed to incorporate protection and legacy planning into retirement practices.
- **AE Wealth Management** — RIA platform offering portfolio strategies, operations, compliance, marketing and technology support to affiliated independent advisors.
- **AE Medicare Solutions** — Training, marketing, application support and a referral path for Medicare Supplement and Medicare Advantage opportunities.
- **AE Creative** — An in-house agency of more than 125 specialists producing brands, websites, books, radio and TV programs, PR, events and digital lead campaigns.
- **Advisors Tech** — Managed IT, consulting, project management, device support, email hosting and technology operations for advisor offices.
- **Compliance services** — Advertising review, regulatory support, audit assistance, policy development and risk-management help.
- **Coaching, events and peer community** — One-to-one business coaching, advisor masterminds, leadership tracks, training events and shared practice-management playbooks.
- **AE Marketplace** — A facilitator that introduces prospective buyers and sellers of advisory businesses; it does not act as their broker or agent.

## Achievements

- Grew from five people in a 1,300-square-foot basement office in 2005 to more than 1,000 employees.
- Generated $45 million in first-year production, nearly twice the founders’ $25 million target.
- Built an affiliated-company platform supporting roughly 550 advisor offices nationwide.
- Created an in-house creative organization with more than 125 professionals.
- Earned Great Place to Work certification for seven consecutive years.
- Ranked No. 48 on the 2024 Fortune Best Workplaces in Financial Services & Insurance list in its size category.
- Recorded 7,525 employee volunteer hours for local agencies in 2025.
- Reached its 20th anniversary in 2025.

## Latest updates

- **2026-01** — A TK Business Magazine profile reported 7,525 Advisors Excel employee volunteer hours during 2025 and detailed investments in housing, education, hunger, mental health and financial literacy.
- **2025-11** — Co-founder Cody Foster published a practice-building blueprint describing the company’s 20-year evolution and its mission to turn advisors into business owners.
- **2025-08** — Great Place to Work listed 1,037 U.S. employees, 94% positive employee sentiment and a seventh consecutive certification.
- **2025-06** — Advisors Excel updated its privacy framework for financial professionals across Advisors Excel, AE Wealth Management and AE Financial Services.
- **2025-02** — The supplied company record reports $1.7 million in other funding; investors and terms were not disclosed.
- **2025-01** — The company marked 20 years since its 2005 founding and held an all-staff meeting in a future office building.
- **2023-09** — Advisors Excel acquired Topeka’s West Ridge Mall for about $10 million as the basis for a mixed-use redevelopment and potential consolidated headquarters.

## Links

- Website: https://www.advisorsexcel.com/
- LinkedIn: https://www.linkedin.com/company/advisorsexcel
- Twitter/X: https://twitter.com/advisorsexcel
- YouTube: https://www.youtube.com/channel/UCiFnlE-dk_tAMhXrpYNKE3Q
- Instagram: https://www.instagram.com/advisors.excel/
- Facebook: https://www.facebook.com/advisorsexcel/

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Profile page: https://yespress.io/advisors-excel
Published by YesPress — https://yespress.io
Last updated: 2026-08-13