A complete list of active advisors currently associated with SEIA
Warmer can help you find a great advisor at SEIA or one who fits your needs even better.
SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors and multiple advisory programs. Its service mix includes investment management across several models (non-discretionary and discretionary), modular and comprehensive financial planning, retirement plan consulting, and investment consulting. The firm’s investment process is driven by an in-house Investment Solutions Group and an Investment Committee that combine strategic macro asset-allocation with tactical adjustments, using quantitative screens and qualitative research consistent with modern portfolio theory. While SEIA operates discretionary platforms, a large majority of its assets are managed on a non-discretionary basis—advisors commonly recommend trades for client approval rather than acting solely on discretionary authority—which is atypical for firms of this size. SEIA’s brochure discloses several operational features that distinguish it from many peers, including formalized policies for use of artificial intelligence with human review, a cash management relationship it makes available through a third‑party provider (with related compensation disclosures), and an affiliated tax-preparation entity that can be offered with fee-credit arrangements. The firm also offers targeted strategies that may employ options and structured-note SMAs, participates in third‑party platform relationships (including AssetMark and promoter/referral arrangements with large custodians), and maintains affiliated broker-dealer and insurance entities—arrangements that the firm discloses as potential sources of conflicts of interest.
To learn more about the advisors currently working at SEIA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse SEIA's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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