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:

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.

Third Party Site

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Dated Material

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.