SEIA has once again been recognized in Barron’s Top 100 RIA Firms, a list that celebrates the ever-improving standards in our industry. The rankings are based on various factors like assets under management, technology investments, team diversity, succession planning, and more. Thank you to our team and clients for driving this success!
The Barron’s Top 100 RIA Firms 2023 was awarded in September 2023 and based on an evaluation process conducted by Barron’s, an American weekly magazine/newspaper published by Dow Jones & Company, from June 2022-June 2023. RIA firms apply for this award. SEIA also paid post award fees for licensing rights and to obtain article reprints. This ranking is given by Barron’s (a Dow Jones company) and is based on assets, revenue, and quality of practice. Qualitative factors such as the advisor’s experience, advanced degrees and industry designations, size, shape and diversity of the team, charitable and philanthropic work, and compliance records are also considered. SEIA was ranked #25 out of 100. 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.