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The Advisors to Watch series identifies professionals who have built sophisticated practices marked by consistent expansion, efficient operations, and a commitment to high standards. The 2025 Over $1B edition highlights 200 advisors nationwide whose teams have achieved scale while maintaining the quality of service clients expect.
Taylor established Coastline Wealth in 2012 with the vision of creating a forward-looking platform for advisors and their clients. In just over a decade, the firm has expanded to oversee more than $4.5 billion in assets across 7,000 client accounts, a trajectory driven by both organic growth and the integration of established advisory teams. His place on the list reflects that long-term strategy of growth paired with an emphasis on advisor support.
Zaidi’s selection marks his second consecutive year on the ranking. Based in Port Jefferson, New York, he has been instrumental in advancing Coastline’s expansion and in strengthening the firm’s efforts to deliver comprehensive financial planning solutions. His repeated inclusion points to both the consistency of his leadership and the impact he has made on the firm’s position within the industry.
Together, Taylor and Zaidi’s standing on AdvisorHub’s list reinforces Coastline Wealth’s momentum. Their achievement illustrates the work of a team that can grow at scale while remaining centered on the client relationships that define its approach.
Hashtag: #CoastlineWealthManagement
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About Coastline Wealth Management
Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with ~$4.5 billion of assets under management/advisement. Coastline services over 7,000 client accounts primarily across the East Coast of the United States. The Company, whose core focus is servicing its client base, has grown by a series of acquisitions as it continues to build its industry-leading, technology-enabled platform. Coastline continues to be a leading consolidator in the wealth management industry and is actively pursuing additional wealth advisor acquisitions (~$50MM to $500MM in assets) as part of its core growth story. By focusing on maximizing the value of advisory practices, Coastline empowers advisors to create sustainable, long-term strategies for transitioning their businesses, ensuring both financial stability and continuity for their clients. Its expertise in navigating the complexities of succession planning enables advisors to secure their legacy while optimizing growth potential, ultimately fostering a seamless transition that benefits all stakeholders involved.
