Started in 2005, NextGen Advisor is founded on integrity, objectivity, honesty and disclosure, four things sometimes missing in the Insurance industry. We strive to provide the best possible solution for today, while keeping long-term client goals in top-of-mind. Our ultimate goal is to become the partner of choice for our targeted customer...the planner. To achieve this goal, our services are built around the fact that the client/financial planner relationship is what we are supporting and these services must meet and exceed client expectations. We provide a wide variety of insurance products that are needed by our clients at some point in their lifetime. We are not focused on transactions, we are focused on relationships.
| Website | http://www.nextgenadvisor.com |
| Revenue | $8 million |
| Employees | 1 (1 on RocketReach) |
| Address | 8814 Foxboro Ct, Cincinnati, Ohio 45236, US |
| Phone | +1 513-846-1030 |
| Industry | Insurance |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +32 more (view full list) |
| SIC | SIC Code 641 Companies, SIC Code 64 Companies |
| NAICS | NAICS Code 524210 Companies, NAICS Code 5242 Companies, NAICS Code 52421 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
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NextGen Advisor Questions
The NextGen Advisor annual revenue was $8 million in 2026.
1 people are employed at NextGen Advisor.
NextGen Advisor is based in Cincinnati, Ohio.
The NAICS codes for NextGen Advisor are [524210, 5242, 52421, 524, 52].
The SIC codes for NextGen Advisor are [641, 64].
Top NextGen Advisor Employees
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Sshruti Dolas
Human Resources Manager at NextGen Advisor
United Arab Emirates1
