Affiliations
01
Client-centric, entrepreneurial culture.
Average Advisor tenure is 15 years.
Career paths for advisors via our Associate to Partner Program.
02
Diverse investment options, including access to alternatives.
Annuities and life insurance offered through our broker-dealer.
Access to referral networks and COIs.
Smooth transition and integration support.
03
Centralized operations and tech create efficiencies for advisors.
SEIA offers several growth channels for advisors, including tools that have helped SEIA grow over the past 25 years.
Comprehensive succession planning for all generations.
The SEIA Associate to Partner Program is designed to provide advisors with the tools, resources, and support needed to build their practice, but individual success cannot be guaranteed. Program participation is subject to certain qualifications and requirements, and opportunities may be limited based on availability.
Advisor Success Story
After 20 years in family practice, Jonathan Nicolas found the autonomy and support he needed with SEIA. Since joining in 2023, he’s seen notable growth in his practice and reignited his passion for client service.
OUR INVESTMENT PLATFORM
When you join SEIA, you gain access to a proprietary suite of investment platforms built for discretionary and non-discretionary management across the full spectrum of client complexity — from accumulation-stage affluent clients to ultra-high-net-worth families requiring institutional-grade alternatives access.
Non-discretionary, custom platform for high-net-worth clients. Custom portfolios, advanced strategies, and access to alternatives.
Discretionary model platform built across multiple time horizons and risk objectives — structured on SEIA's CORE Satellite framework.
Focused discretionary strategies that complement a traditional allocation framework, including SEIA's Socially Responsible Impact series.
1997
Founded
$28.1B
AUM
SEIA & its affiliates as of 9/30/2025
50
Advisors
232
Employees
The reported Assets Under Management (AUM) represents the combined total of SEIA and its affiliated entities as of 9/30/2025. AUM includes portfolios continuously supervised or managed by SEIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others. The reported employee count as of 9/30/2025 encompasses full-time staff employed by SEIA and its affiliated entities.
*Rankings are not indicative of future performance or an endorsement. For more details on our rankings and the methodology used to achieve them, please see our Disclosure Information.
01
GROW
GROW CLIENT BASE AND TEAMS WHILE MAINTAINING SEIA’S CULTURE OF RESPECT AND COLLABORATION.
02
CONDUCT
CONDUCT BUSINESS WITH INTEGRITY AND HIGH ETHICAL STANDARDS.
03
TAILOR
CUSTOMIZE SERVICES TO HELP MEET CLIENT NEEDS, INCLUDING INVESTMENTS AND FINANCIAL PLANS.
04
AFFIRM
SUPPORT LOCAL COMMUNITIES THROUGH THE SIGNATURE FUND FOR GIVING.
“Our approach to M&A reflects our core values and commitment to client satisfaction. With a strong foundation of resources and capabilities, coupled with a proven track record of growth, we navigate transitions with confidence. Our dedicated integrations team, supported by advanced technology, ensures smooth processes with a focus on personalized care and fiduciary responsibility.”
