As President of Signature Estate & Investment Advisors, LLC (SEIA), Matt Matrisian believes that meaningful investment outcomes emerge when visionary leadership aligns with a commitment to advisor empowerment and client-focused goals. His appointment to this pivotal role represents the culmination of a three-decade journey dedicated to reimagining how wealth management firms can scale with purpose while preserving the personal touch that defines the client experience.
Matt’s philosophy centers on a profound truth: sustainable growth is not about expanding footprints—it’s about expanding possibilities. Throughout his distinguished career, he has championed the belief that the financial services industry’s greatest potential lies in its ability to simplify complexity, democratize sophisticated planning tools, and streamline processes to allow advisors to focus on what they do best—building lasting relationships with their clients. This vision now guides SEIA’s national expansion strategy, where each new office and strategic acquisition represents an opportunity to extend the firm’s client-centric mission to underserved communities across the country.
At SEIA, Matt co-leads alongside CEO Brian Holmes in orchestrating the firm’s ambitious growth trajectory, transforming $24.3 billion in assets under management into a platform for advisors to realize their highest potential. His leadership approach transcends traditional metrics, focusing instead on creating an ecosystem where cultural authenticity thrives alongside operational excellence. Under his guidance, SEIA has prioritized advisor retention in acquired practices—a testament to his belief that growth should strengthen, not dilute, the human connections that drive success.
Drawing from his transformative tenure at AssetMark, where he helped scale assets under management from $20 billion to $140 billion, Matt brings a unique perspective on technology’s role in wealth management. He sees innovation not as a replacement for human insight, but as an amplifier of advisor capabilities.
Matt’s career leadership has consistently focused on identifying growth opportunities that create lasting value—building new channels that expand client relationships, developing market segments that fuel sustainable profitability, and evaluating strategic partnerships that enable meaningful expansion. His background in mergers and acquisitions stems from a deep understanding that successful integration requires more than operational alignment; it demands cultural harmony and shared vision.
As a sought-after industry voice, Matt has shared his insights at over 150 conferences and authored more than 30 articles, including “The Power of Practice Management: Best Practices for Building a Better Advisory Business.” His thought leadership reflects his core belief that the industry’s future belongs to firms that can balance sophisticated capabilities with genuine human connection—a philosophy that now drives SEIA’s mission to become the nation’s premier destination for both advisors seeking to elevate their practice and clients seeking comprehensive wealth management solutions.
Under Matt’s leadership, SEIA is not merely expanding—it is evolving into a platform designed to support advisors in building strong practices while delivering wealth management solutions aligned with the complex needs of today’s clients. His vision for the firm extends far beyond traditional growth metrics, encompassing a future where SEIA serves as a catalyst for industry transformation, setting new standards for how wealth management firms can scale with integrity, innovate with purpose, and succeed with heart.
The reported Assets Under Management (AUM) represents the combined total of SEIA and its affiliated entities as of 3/31/2025. AUM includes portfolios continuously supervised or managed by SEIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others.