We believe successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and knowledge.
Brian Holmes, Founder and CEO
A Registered Investment Advisory Firm. Read our full company disclosure.
As Featured In
The above images are linked to third-party websites. SEIA makes no representation as to the completeness or accuracy of information provided at these websites.
The Barron’s Top 100 RIA Firms 2025, awarded in September 2025, was based on an evaluation by Barron’s from June 2024-June 2025 and applied for by RIA firms. SEIA paid post-award fees for licensing rights and article reprints. Barron’s verifies the data and then applies a rankings formula based on assets, revenue, and quality of practice, along with other qualitative factors. SEIA was ranked #19 out of 100. The Financial Planning (FP) 2025 Best RIAs to Work for, awarded in December 2025, was based on an evaluation by FP. SEC-registered RIA firms with at least 10 employees, a U.S.-based facility, and one year in business applied and were surveyed by FP, in partnership with Best Companies (BC), on leadership, engagement, compensation and benefits, and other factors. BC also evaluated each firm’s policies and systems. Rankings were based on survey and evaluation results. SEIA was ranked #55 out of 60 firms. Third-party rankings and recognitions serve as benchmarks but do not guarantee future investment success or represent individual client evaluations. For full details, please visit the Third-party Rankings, Awards, and Accolades Disclaimer section at seia.com/disclosures.
SEIA celebrates 25 years of serving our clients and communities.
SEIA combines its foundations in investment management and financial planning with holistic advisory services to create a truly customized client experience.
SEIA is not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.
Recent News & Insights
Coast-to-coast service,
headquartered in
Century City
2121 Avenue of the Stars
Suite 1600
Los Angeles, CA 90067
(310) 712-2323
