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Flexible Outsourced Business Solutions for Independent Advisors

Investment strategies, administration and technology platforms and practice management programs for independent financial advisors building a fee-based business.

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

Increase efficiency. Save time. Grow. 

When you differentiate yourself with a cutting-edge solution, you can attract more clients. We provide an easy-to-use wealth management solution on a flexible platform, helping you get time back for what matters – for you and your clients. 

$64 Billion In advisor assets under management (as of December 31, 2017)

Our outsourced services are all designed to help you save time, grow your revenues, and differentiate your business in the market:

Get practical benefits that help you:

  • Focus on your clients – we’ll support you with the tools you need, all in one place. 
  • Leverage the latest technology – without having to build or maintain it yourself
  • Increase your team without adding headcount – our team is your team, including our custodian, the SEI Private Trust Company, our investment management team, service teams and our practice management experts
Knowledge Center Conversations with Our Advisor Clients Our advisor clients tell us what matters most about running their business

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 advice.

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.

We help independent advisors

Focus on clients, increase assets and grow

Investment, practice management, administrative service and technology for Registered Investment Advisors

Learn more about who we serve