Advisors Excel reviews

4.2

74% would recommend to a friend

(107 total reviews)

David Callanan, Cody Foster and Derek Thompson

83% approve of CEO

88% positive business outlook

Advisors Excel has an employee rating of 4.2 out of 5 stars, based on 107 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Advisors Excel employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Reviews by job title

107 reviews
5.0
Apr 15, 2015

Consultant

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

A+ culture, which begins with the founders. . Strong benefits program. Employees encouraged at every turn. Excellent company with a no-gossip policy.

Cons

Have found none. A company where employees grow and flourish. Senior management prides itself on life balance for all in the company.

4.0
Aug 22, 2025
Recommend
CEO approval
Business Outlook

Pros

Benefits, community involvement, and local.

Cons

Senior-level management hides big issues from the founders and doesn’t address concerns. Also, a lack of career path in many areas.

Viewing 10 - 12 of 107 Reviews

Glassdoor has 118 Advisors Excel reviews submitted anonymously by Advisors Excel employees. Read employee reviews and ratings on Glassdoor to decide if Advisors Excel is right for you.