# Excelsior Investors
Source: https://planprovider.pro/provider/excelsior-investors

> Founded in 2000, Excelsior Investors is a registered investment advisor based in Excelsior, in the Minneapolis–St. Paul metro area. The firm works with indiv…

Retirement Plan Advisor

Excelsior, MN

## About Excelsior Investors

<p>Founded in 2000, Excelsior Investors is a registered investment advisor based in Excelsior, in the Minneapolis–St. Paul metro area. The firm works with individuals and high-net-worth individuals on financial planning and portfolio management.</p>

<p>For employers that want a delegated retirement plan option, Excelsior Investors offers <a href="/plan-advisors">plan advisor</a> support as a 3(21) fiduciary, giving investment advice to plan sponsors while the sponsor keeps final decision-making authority.</p>

<p>The Excelsior Investors name is also used by a separate real estate partnership, Excelsior Investors LLC, which focuses on industrial properties in the Greater New York City market. That real estate partnership is led by co-founders Daniel Rosenberg and Gideon Etra.</p>

<p>What sets this provider apart is the shared brand across both an RIA practice in Minnesota and an industrial real estate partnership in the New York City region.</p>

<ul>
<li>Registered investment advisor (RIA) services</li>
<li>Financial planning for individuals and high-net-worth individuals</li>
<li>Portfolio management</li>
<li>3(21) fiduciary support for retirement plans</li>
</ul>

Website: [https://www.excelinv.com/](https://www.excelinv.com/)

Founded: 2000

## Office Locations

- Excelsior, MN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $18.2M

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