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Independent Financial Advisors

We provide easy-to-use wealth management solutions for independent advisors, whether you are a registered investment advisor, broker-dealer affiliated advisor, or a hybrid.

Focus on the client

If your advisor business is like most, your clients and their unique needs are the core focus of your business. And independent advisors are at the core of the solutions we provide. We focus on getting you more time for the things you really love, while helping you achieve your own business goals.  

Independent advisors often mention the sense of purpose and passion that goes with getting to know clients well, building enduring relationships, and helping families build strong financial futures.

Integrated, easy-to-use solutions for independent advisors

We serve independent advisors – both RIAs and BD affiliated advisors. Our practice management, operational and investment services are designed to meet your individual business needs, while the SEI Wealth PlatformSM is designed to save you time and give you options – so you can focus on your clients.

Investment, practice management, administrative service and technology for every stage of your business

    Knowledge Center Conversations with Our Advisor Clients Our advisor clients tell us what matters most about running their business
    • Flexible investment solutions that support a goals-based approach to client service
    • Administrative and support services for you and your clients
    • A comprehensive open architecture technology platform designed to support different business models and needs
    • A trusted practice management partner to help you save time and deepen your client relationships, supporting you at every stage of your business’ growth cycle

    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.

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    Streamlined threads through a needle

    A Flexible Solution for Independent Advisors

    Helps you save time, increase revenue and differentiate your business

    Easy-to-use wealth management tools and services for independent advisors — all on a flexible platform

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