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Flexible Outsourced Business Solutions for Independent Advisors

Robust services and programs for independent financial advisors building a fee-based business.
Start the conversation. Call 888-734-2679.

7,500 Advisors Work with SEI (as of March 31, 2017)

Increase efficiency. Save time. Grow.

Let us help set your advisory business up for growth with a cutting-edge platform, and outsourced advisor services, to attract more clients, save time, grow your revenues, and differentiate your advisory firm in the market.

Let us help you maintain your competitive advantage, while you strengthen your client relationships. It’s a model that lets you focus on the true value you provide – your financial planning advice.

$64.6 Billion In advisor assets under management (as of March 31, 2018)

Get practical benefits that help you:

  • Save time – Let us do the heavy lifting with administrative, back office and client support functions.
  • Focus on your clients – All that time you're going to save? Use it to focus on what matters most.
  • Leverage the latest technology – without having to build or maintain it yourself.
  • Increase your team without adding headcount – our team is your team. You get the benefits of our custodian, the SEI Private Trust Company, our investment management team, service teams and our practice management experts.

Investment Strategies

If you think our solution isn't flexible, think again. We've made it easier than ever to help you find the right options for your clients and your business.

Explore our investment strategies.

Administration and Technology

Technology doesn't need to be hard. The SEI Wealth PlatformSM is flexible, easy to use, and fully integrated with the industry's most commonly used solutions. You'll save time and gain productivity with outsourced tasks like custody services, portfolio rebalancing and more – all designed to grow with your business.

Learn about our administration and technology.

Practice Management

When you're a business owner as well as a financial advisor, you probably wear many hats. Our practice management services can help, with business growth planning and consulting, tools to improve client relationships, and easy-to-use marketing programs.

Discover our practice management services.

Being independent can work better

When your business is actually streamlined

Reclaim time for what matters most to you and your clients. Start with our quick evaluation — and begin maximizing efficiency for your business.

Get Started
Threaded needle and streamlined thread

Listen to what our advisor clients say about outsourcing advisory business services with us.*

Conversations with our advisor clients

    Legal Note

    *Information provided by SEI Advisor Network, a strategic business unit of SEI Investments Company. Advisors interviewed represent a cross-sample of SEI Strategic Advisor Council (SAC) advisors who were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other advisors working with SEI.

    Legal Note

    Investment and practice management programs by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC and SPTC are wholly owned subsidiaries of SEI Investments Company.