Transforming lives through comprehensive wealth management for over a quarter century.

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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 expertise.

Brian Holmes, Founder and CEO

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The Barron’s Top 100 RIA Firms 2023 was awarded in September 2023 and based on an evaluation process conducted by Barron’s, an American weekly magazine/newspaper published by Dow Jones & Company from June 2022-June 2023. RIA firms apply for this award. SEIA also paid post award fees for licensing rights and to obtain article reprints. This ranking is given by Barron’s (a Dow Jones company) and is based on assets, revenue, and quality of practice. Qualitative factors such as the advisor’s experience, advanced degrees and industry designations, size, shape and diversity of the team, charitable and philanthropic work, and compliance records are also considered. SEIA was ranked #25 out of 100. The Los Angeles Business Journal Best Places to Work 2022 award is based on a detailed survey conducted by Workforce Research Group. Top local employers participated in the survey. The survey ranked small, medium, and large companies on subjects such as leadership, corporate culture, communications and much more. The 2021 RIA Channel Top 100 Wealth Managers ranking by RIA Database (RIADatabase.com) was awarded in November 2021 and produced using quantitative and qualitative measures. SEIA did not pay a fee to RIA Channel in exchange for the ranking. Firms were ranked based on total assets under management as reported on their form ADV part I as of 9/30/21. RIA firms were included in the ranking based on several criteria that qualified them as wealth management firms. Included RIA firms predominantly serve individual clients including family offices, high net worth or non-high net worth individuals. Pure asset managers, hedge funds, institutional firms and broker/dealers were excluded from this ranking. Firms with regulatory or criminal ADV disclosures were also excluded. SEIA was ranked #31 out of 100. The Financial Times (FT) 300 Top Registered Investment Advisers was awarded in July 2020 and determined based on an evaluation process conducted by Ignites Research, a division of Money-Media, Inc., on behalf of the FT, a daily newspaper with a focus on business and economic news. Neither SEIA nor its Financial Advisors paid a fee to Ignites Research or FT in exchange for the ranking. This ranking is an independent listing produced based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials, and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

SEIA celebrates 25 years of serving our clients and communities.

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SEIA combines its foundations in investment management and financial planning with holistic advisory services to create a truly customized client experience.

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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.

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