Signature Estate & Investment Advisors (SEIA) Expands National Footprint with Its Largest Planned Acquisition To Date of a Cleveland-Based RIA
Signature Estate & Investment Advisors (SEIA) Expands National Footprint with Its Largest Planned Acquisition To Date of a Cleveland-Based RIA
Cedar Brook Group in Cleveland, Ohio has agreed to partner with SEIA for access to resources that allow continued support to best serve their clients.
Signature Estate & Investment Advisors (SEIA), a leading independent registered investment advisor (RIA) providing comprehensive investment management, financial planning, and estate and tax planning, is announcing that it has entered into a definitive agreement to acquire Cedar Brook, a $2 billion RIA based in Cleveland, Ohio. This acquisition is expected to close in June 2024, subject to the satisfaction of customary closing conditions. Once completed, this acquisition will bring SEIA’s AUM to over $22 billion with 155 employees and advisors across 20 offices. Cedar Brook will represent SEIA’s first major expansion into the Midwest, and its largest transaction since partnering with Reverence Capital Partners in 2022. more
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