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

134

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, SEC‑registered registered investment adviser organized as an LLC and in operation since 1999. The firm acts as a capital allocator for both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and for businesses or institutions, manager selection, and educational workshops. Fee arrangements include percentage of AUM, hourly charges and fixed fees. SEIA identifies as an active ESG investor and maintains relationships across the advisory ecosystem, including broker‑dealer and insurance company affiliations. Signature has received several industry recognitions, including placement on the Financial Times Top 300 RIA list (2020), FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2021, 2023, 2025), and AdvisorHub’s 50 RIA Firms to Watch (2026).