Garrett Taylor and Shiraz Zaidi of Coastline Wealth Management earned spots on AdvisorHub’s 2025 Advisors to Watch Over $1 Billion list, ranking 17th and 21st, respectively.
Their recognition places both among the nation’s leading advisors in the billion-dollar category and reflects the continued strength of Coastline’s platform.
The Advisors to Watch series highlights professionals who have established sophisticated practices characterised by consistent growth, efficient operations, and a commitment to high standards.
The 2025 Over $1 Billion edition highlights 200 advisors nationwide whose teams have achieved scale while maintaining the high-quality service that 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 placement on the list reflects a 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 highlights both the consistency of his leadership and the significant 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 centred on the client relationships that define its approach.
