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SEIA ranked in Washington Business Journal’s Largest Wealth Management Firms in Greater Washington DC Area

We’re thrilled to announce that SEIA has been ranked in Washington Business Journal’s Largest Wealth Management Firms in Greater Washington! Being recognized for our efforts is an honor, and we would like to express our gratitude to the metro-area financial planners for acknowledging us.

Congratulations to all the other esteemed firms on the list! You can find the rankings here: https://www.bizjournals.com/washington/subscriber-only/2023/07/14/largest-wealth-management-firms-in-greater-washington.html


The Washington Business Journal (WBJ) 2023 Largest Wealth Management Firms in Greater D.C., given by the WBJ, was awarded July 2023 and is a ranking by the number of Metro-area financial planners within the firm, with ties broken by revenue. Data used is as of 12/31/22. Applicants complete a survey to be considered for the award. SEIA paid post award fees for licensing rights. SEIA was ranked #5 out of 25. 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.


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