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XCELSIOR ADVISOR PARTNERS LLC

SCOTTSDALE, AZ · CRD 334779 · IAPD ↗ · xcelsiorpartners.com · 480-866-8616

$2.51BRegulatory AUM
22Advisory reps
25Employees
0Clients
0Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — XCELSIOR ADVISOR PARTNERS LLC notice-filed in AL, DE, KS, MD, NM, OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
October 2026 — XCELSIOR ADVISOR PARTNERS LLC grew from 13 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
October 2026 — XCELSIOR ADVISOR PARTNERS LLC crossed $1B in regulatory AUM ($650.7M -> $2.51B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
August 2026 — XCELSIOR ADVISOR PARTNERS LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — XCELSIOR ADVISOR PARTNERS LLC notice-filed in IN, MO, NC, TN, UT, VA, WA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
May 2026 — XCELSIOR ADVISOR PARTNERS LLC changed its website from bvprivatewealth.com to xcelsiorpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
May 2026 — XCELSIOR ADVISOR PARTNERS LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — XCELSIOR ADVISOR PARTNERS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — EXCELSIOR ADVISOR NETWORK LLC is now doing business as XCELSIOR ADVISOR PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2026 — XCELSIOR ADVISOR PARTNERS LLC now reports custody of client assets ($10.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — XCELSIOR ADVISOR PARTNERS LLC crossed $500M in regulatory AUM ($150.0M -> $650.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
77
April 2026 — XCELSIOR ADVISOR PARTNERS LLC grew from 4 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2026 — EXCELSIOR ADVISOR NETWORK LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
January 2026 — EXCELSIOR ADVISOR NETWORK LLC changed its website from jhardeeim.com to bvprivatewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
January 2026 — EXCELSIOR ADVISOR NETWORK LLC notice-filed in FL, MI, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2025 — EXCELSIOR ADVISOR NETWORK LLC changed its website from excelsioradvisor.com to jhardeeim.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2025 — EXCELSIOR ADVISOR NETWORK LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — EXCELSIOR ADVISOR NETWORK LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
June 2025 — EXCELSIOR ADVISOR NETWORK LLC reported RAUM up 37% ($109.5M -> $150.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
May 2025 — EXCELSIOR ADVISOR NETWORK LLC notice-filed in LA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — EXCELSIOR ADVISOR NETWORK LLC notice-filed in CA, IL, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — EXCELSIOR ADVISOR NETWORK LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — EXCELSIOR ADVISOR NETWORK LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — EXCELSIOR ADVISOR NETWORK LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2025 — EXCELSIOR ADVISOR NETWORK LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.