Signature Estate & Investment Advisors LLC

RIASEC RegisteredEst. 1999

Total AUM

$22.5B

Discretionary

$3.6B

16% of AUM

Avg account

$2.3M

Accounts

9,833

Employees

241

Advisory reps

142

Firm details

Headquarters: Los Angeles, California
CRD number: 108163
Registered since: February 23, 1999
Website: www.seia.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.06%
Individuals21.12%
Corporations / Businesses2.6%
Pension & Profit Sharing Plans0.77%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Signature Estate & Investment Advisors LLC (commonly known as SEIA) is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and institutions. The firm provides comprehensive wealth management services including financial planning, portfolio management for individuals and businesses, selection of outside advisers, and educational workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. SEIA reports being an active ESG investor and distributes client assets across public funds and separately managed accounts while also allocating to third‑party alternative managers. The firm maintains industry ties to broker‑dealers and insurance firms and conducts both discretionary and non‑discretionary advisory work. SEIA has been operating as an SEC‑registered adviser since 1999 and has appeared on multiple industry ranking lists from outlets such as Financial Times, FA Magazine, Barron’s, and AdvisorHub.