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
Jul 11, 2025
Recommend
CEO approval
Business Outlook

Pros

Culture is amazing. Benefits include company match 401k, and fantastic insurance plans (including full maternity pay). Company also invests a lot in culture and incentive activities that provide fun the work place. Including a healthy work life balance.

Cons

No guaranteed annual inflation increases. No guaranteed bonuses if any.

5.0
Jun 26, 2025
Recommend
CEO approval
Business Outlook

Pros

This company cares for its employees in a million different ways, but very professional when it is time to be serious.

Cons

If you are not from the area, you will realize quickly that management might be in favor to those they've know longer than working at that company. Not everyone goes on corporate client events. Seems half the building travels at least 4x a year for business, then people like me only go on employee trips.

Viewing 16 - 18 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.