Built by advisors
for advisors.

See Why

Why Advisors Choose SEIA

We welcome Advisors and Advisory Firms that embrace high integrity, a cooperative environment, and share a passion for helping each other grow and serve in the best interest of their clients.

Our affiliations provide options for your desired level of operational support. This flexibility allows you to build and grow a business that’s right for you and your clients.


  • Independent Advisor
  • Employee Advisor
  • M&A Growth Partner



Client-centric, entrepreneurial culture.

Average Advisor tenure is 15 years.

Career paths for advisors via our Associate to Partner Program.



Diverse investment options, including access to alternatives.

Annuities and life insurance offered through our broker-dealer.

Access to referral networks and COIs.

Streamlined marketing system and materials.

Smooth transition and integration support.

Growth & Efficiency

Growth & Efficiency

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.

SEIA by the Numbers

1997 Year Founded
$22.3B AUM
SEIA & its affiliates as of 6/30/2024
30 Advisors
157 Employees

The reported Assets Under Management (AUM) represents the combined total of SEIA and its affiliated entities as of 6/30/2024. 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 3/31/2024 encompasses full-time staff employed by SEIA and its affiliated entities.

Ranked a top financial advisory firm*

*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.

More About Us

SEIA celebrates 25 years of serving our clients and communities.

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Grow client base and teams while maintaining SEIA’s culture of respect and collaboration.



Conduct business with integrity and high ethical standards.



Customize services to help meet client needs, including investments and financial plans.



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.

Cameron Stagg
Director of Mergers & Acquisitions Valuation and Analysis