SEIA president calls $30B RIA merger a ‘distinct possibility’
The wealth management landscape is evolving, and firms that capitalize on scale are positioned to lead. At SEIA, we’re building toward $100 billion by 2030 through strategic M&A and organic growth—and we’re exploring opportunities beyond traditional acquisitions.
Speaking at Schwab’s IMPACT conference in Denver, SEIA President Matt Matrisian highlighted an emerging trend: “I would say in 2026 you’ll start to see more mergers of equals coming into play as firms look to capitalize on scale. I would venture to see us playing in that space as well.”
Currently managing $30 billion in assets, SEIA has completed three acquisitions since late 2023. While our proven sweet spot remains firms managing $500 million to $2 billion, we’re actively evaluating larger opportunities. As Matt notes, “I’m looking at a couple of deals right now that are $8 billion to $10 billion in assets.”
Our growth is powered by multiple engines: top-10 performance in both Schwab and Fidelity’s custodial referral programs, 8-11% organic growth rates, and a recent transition of 30 advisors across 10 teams from 1099 to W-2 status—providing access to our scale, benefits, and growing firm valuation.
Interested in the full story? Read the InvestmentNews article to learn more about SEIA’s expansion strategy and what we look for in partners: https://www.investmentnews.com/ria-news/seia-president-calls-30-billion-ria-merger-a-distinct-possibility/263092
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