2025 sales: $345.5 million
Previous ranking: 49
Employees: 75 full-time
7701 Herschel Ave.
La Jolla, CA 92037
(858) 551-4000
Website Executives
FOUNDER/CEO: Wendy Burk
PRESIDENT: Eitan Geft
CHAIRMAN: Harold Frysh
COMPANY FACTS
* Privately held.
* Wendy Burk is majority shareholder.
* A mix of hosting and direct travel management.
* Works with 249 independent contractors.
* 74% of sales completed by hosted advisors.
* Sales: 74% leisure, 16% business, 10% other.
* A member of Virtuoso and a Forbes Travel Guide-endorsed agency.
DEVELOPMENTS
* Celebrated 30 years in business and 25 years as a national account of Virtuoso.
* Honored by the San Diego Business Journal as one of the Best Places to Work, its eighth consecutive year of recognition.
* Earned a Gold Magellan Award for its 10th annual Cadence Connects event, highlighting its commitment to meaningful industry connections.
* Its preferred partner program grew by 10%.
* Announced its partnership with Spotnana.
* Its host agency experienced more than 10% growth in independent affiliates and a 20% increase in subaffiliates.
* The 11th annual Cadence Connects event at Four Seasons Westlake Village (in April 2026) in California focused on advisor resilience and well-being with the theme "Ticket to Thrive." The event incorporated wellness practices and strengthened relationships with top supplier partners.
LOOKING AHEAD
* Continuing to welcome advisors with initiatives to connect with professionals who bring expertise and a strong culture fit to its network.
* Launching AI-driven solutions to improve efficiency and support for advisors and clients.
* Remaining optimistic about achieving accelerated growth in 2026.