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Signature Estate & Investment Advisors, LLC "SEIA"

Century City, CA

Website:

https://www.seia.com/

108163

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Century City, CA

Website:

https://www.seia.com/

Leadership Interview

Company Details

Approximate AUM

$14,211,500,000

Fee model

Hybrid Flexible

Number of employees

200

Custodians

Schwab

Fidelity

Description

Brian Holmes recruited the three founding partners directly out of college in the 1980s. Together, they built their careers within the John Hancock Insurance brokerage, specializing in annuities and other insurance products. As client demand for broader financial services grew, the team expanded its offerings to include investment advisory and comprehensive financial planning. By the mid-to-late 1990s, their firm managed more assets individually than any other firm within John Hancock’s corporate RIA. This success led to their decision to become an independent firm in 1997. Around the same time, Schwab and Fidelity were in the early stages of developing their referral networks, in which the firm became an early participant. Leveraging these channels strategically has contributed to a consistent 10% annualized organic growth over the past decade.

Locations

1848 S Elena Ave Ste 100 Redondo Beach CA 90277

20250 Harper Ave Harper Woods MI 48225

155 N Lake Ave Ste 780 Pasadena CA 91101

Private Residence Northlake TX

1650 Tysons Blvd Ste 1575 McLean VA 22102

2121 Avenue Of The Stars Ste 1600 Los Angeles CA 90067

5885 Landerbrook Dr Ste 200 Cleveland OH 44124

14 W Market St Bethlehem PA 18018

610 Newport Center Dr Ste 300 Newport Beach CA 92660

2010 Main St Ste 220 Irvine CA 92614

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Qualified / Non Qualified Plans

Retirement / Income Planning

Executive Compensation Planning

Family Office Services

Sub Advisory Services to other advisors

Recent News

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.

WSR Pathfinder Awards – Top Black Industry Leaders Of 2025

Signature Estate & Investment Advisors Makes Largest Acquisition To Date

SEIA said that this was just the beginning of its M&A endeavors. It expects to make significant additional acquisitions across the nation.

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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N/a

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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video Overview

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Data Room

Investment Management

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Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

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Show your interest

Ready to show your interest to the buyer?

Qualified / Non Qualified Plans

Retirement / Income Planning

Executive Compensation Planning

Family Office Services

Sub Advisory Services to other advisors

Signature Estate & Investment Advisors, LLC "SEIA"

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Signature Estate & Investment Advisors, LLC "SEIA"'s Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Signature Estate & Investment Advisors, LLC "SEIA"

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Signature Estate & Investment Advisors, LLC "SEIA"'s Ideal Partner

Company Videos

Ready to show your interest to the buyer?

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