We’re thrilled to share that SEIA has been ranked as a Top 50 RIA: $1 Billion and Over by Financial Advisor Magazine! Throughout our 25-year journey, our mission has remained consistent: provide successful wealth management built upon deeply-rooted and meaningful relationships. We’re honored that our commitment has been recognized in this way.
A special thank you to Financial Advisor Magazine, and we extend our congratulations to all the other nominees!
The Financial Advisor (FA) magazine’s 2023 RIA Survey & Ranking was issued in July 2023. The ranking is based on assets under management at year end of independent RIA firms that file their own ADV with the SEC, and provide financial planning and related services to individual clients. Neither SEIA nor its Financial Advisors paid a fee to be included. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to FA by firms that voluntarily complete and submit FA’s survey by FA’s deadline. 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.