SEIA Media Acknowledgements and top National news coverage as of July 20, 2018 

Media Acknowledgments

 

Barron’s: Top 100 Independent Financial Advisors 2018 – Brian Holmes

Barron’s: Top 1,200 Advisors – Brian Holmes


Financial Times: Top Financial Advisers List 2018


Forbes: Top 100 RIA Firms by 10-year Growth 2018


Los Angeles Business Journal: The 100 Best Places to Work in Los Angeles 2018 – Ranked by Assets Managed


Worth: Leading Wealth and Legal Advisors 2010-2018 – Brian D. Holmes, Gary K. Liska, Mark E. Copeland, Theodore E. Saade, Jennifer Kim, Vince A. Dileva, Paul Taghibagi


REP: Top 100 RIA List 2016


Investment News: Best Places to Work for Financial Advisers List


Financial Advisor: 2018 Annual RIA Ranking


Forbes: Best-in-State Wealth Advisors 2018 – Vince DiLeva

 


National News

U.S. News: Financial Tips for Career Changers
Eric C. Pritz, Partner


Washington Post: What Should You Do With That 401(k) When you Retire?
Paul Taghibagi, Senior Partner


Money: The 7 Retirement Moves Couples in their 50s Should Make Now
Kathleen Adams, Partner


Barron’s: How One Investment Advisor Is Betting on an Aging Bull
Brian D. Holmes, President & CEO


Investor’s Business Daily: Extract Meaningful Input From Your Clients
Vince A. DiLeva, Senior Partner


Investor’s Business Daily: Savvy Advisors Identify Rich Niches That Lurk Under The Radar
Jennifer Kim, Senior Partner


Money: When $1.5 Million Isn’t Enough For Retirement
Theodore E. Saade, Senior Partner


Financial Planning: What Zigs When Traditional Bonds Zag?
Sam Miller, Senior Investment Strategist


Orange County Business Journal: Veritone’s Q3 Sales Disappoint; Triggers Sell-Off
Mark E. Copeland, Senior Partner


Investment News: Advisors Use Ethical Wills to Look Beyond Client Assets
Tom C. West, Partner


Financial Advisor: How To Make Your Networking Pay Off
Fritz Miller, Partner


RIA: $8bn LA RIA Plots Expansion and ESG Models
Joe Fusaro, Director of Operations