Signature Investment Advisors, LLC

RIASEC RegisteredEst. 2012

Total AUM

$6.8B

Discretionary

$6B

90% of AUM

Avg account

$897K

Accounts

7,533

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 160715
Registered since: May 2, 2012
Website: www.signatureia.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Individuals58.03%
HNWI39.81%
Corporations / Businesses1.38%
Pension & Profit Sharing Plans0.56%
Charitable Organizations0.22%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Signature Investment Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and in operation since 2012. The firm positions itself as a capital allocator serving both individual and family clients alongside institutional and business accounts, charging fees as a percentage of assets under management. Advisory services include discretionary portfolio management for individuals and small businesses, management for institutions, third‑party manager selection, and investor education through seminars and workshops. Signature identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including relationships with a broker‑dealer, another investment adviser, and an insurance company. The firm received placement on Barron’s Top 100 RIA list in 2022, reflecting recognition within the industry for scale and client service.