Matthew Matrisian, President at SEIA

Matthew
Matrisian

President

Matt Matrisian is President of Signature Estate & Investment Advisors (SEIA). With more than three decades in wealth management, he co-leads the firm’s national growth strategy alongside CEO Brian Holmes.

Matt’s approach rests on a clear belief: growth should expand what advisors can offer clients without diluting the personal relationships that make financial advice meaningful. Under his leadership, SEIA has maintained low advisor attrition in acquired practices, reflecting a disciplined approach to growth that prioritizes continuity for advisors and their clients.

He works to strengthen the systems that support advisors and their clients, including financial planning resources, technology, data, advanced planning, and client-service infrastructure. Since joining SEIA, Matt has hired the firm’s first Chief Growth Officer, expanded advanced-planning capabilities, and led the modernization of SEIA’s technology and AI infrastructure. His view of AI is practical: it should help advisors prepare more effectively for client conversations and work more efficiently, not replace the judgment that drives the advice itself.

Matt brings extensive experience in mergers and acquisitions, strategic partnerships, and advisor-platform development. He evaluates growth opportunities through financial and operational considerations as well as cultural fit and shared values, with a focus on creating lasting value for advisors and their clients.

Before joining SEIA, Matt held senior leadership roles at AssetMark, where he helped lead significant growth and support the evolving needs of independent advisors. Across his career, he has focused on practice management, advisor engagement, investment-management outsourcing, succession planning, and business growth.

Matt is a frequent industry speaker and author. He has presented at more than 150 conferences and written more than 30 articles on wealth-management and practice-management topics. He is also the author of The Power of Practice Management: Best Practices for Building a Better Advisory Business.

As SEIA continues to grow nationally, Matt’s focus remains on building a platform where advisors can develop strong practices and clients benefit from coordinated wealth-management guidance.

Matthew in the News

June 17 2026

Live From Wealth Management EDGE: Focus on AI, Investing Strategies and UHNW Wealth Transfer

June 2 2026

Signature Estate & Investment Advisors (SEIA) Integrates AI Across Its Advisor Platform, Appoints Senior Technology Leader to Drive Platform Evolution

May 22 2026

Podcast: Inside SEIA’s Growth Playbook With President Matt Matrisian