Summary

NextGen Advisor LLC

Founded in 2011

Description

We work exclusively with fee-only financial advisors, addressing the risks their clients face, but do not work directly with insurance products.

Strengths

  • NextGen Advisor LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since NextGen Advisor LLC was founded, the company has grown faster than the industry average

Annual Revenue

NextGen Advisor LLC's annual revenue

$8367000

Based on Kona Equity data

  • Revenue per employee

    $253545

  • Variance of revenue growth

    0.06

  • Annual revenue growth since founding

    $643615

  • Revenue growth rate from first known quarter to current

    99.2%

Employee Count

33 employees

  • Employee growth rate from first known quarter to current

    57.1%

Executives

John Sherman

President

j**@nextgenadvisor.com

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

8814 Foxboro Ct. 
Cincinnati, OH  45236

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Key Information

  • SIC: 6411; 641
  • NAICS: 524; 5242
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with NextGen Advisor LLC.

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Frequently Asked Questions

Where is NextGen Advisor LLC located?

NextGen Advisor LLC's headquarters are located at 8814 Foxboro Ct.  Cincinnati, OH  45236.


What is NextGen Advisor LLC's official website?

NextGen Advisor LLC's official website is nextgenadvisor.com


What is NextGen Advisor LLC's revenue?

NextGen Advisor LLC's annual revenue is $8.4 M.


What is NextGen Advisor LLC's SIC code?

NextGen Advisor LLC's SIC: 6411; 641


What is NextGen Advisor LLC's NAICS code?

NextGen Advisor LLC's NAICS: 524; 5242.


How many employees does NextGen Advisor LLC's have?

NextGen Advisor LLC has 33 employees

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