Serving Registered Investment Advisors.

As an RIA, you deserve a custodian who works just as hard as you do.

Registered investment advisors operate in an environment defined by complexity: regulatory oversight, operational demands, evolving client expectations, and long‑term business decisions that compound over time. SEI works with RIAs who need more.

We work with advisors that need more than transactional support from their custodian. Backed by decades of stability, our foundation across custody, investment solutions, and technology is designed to support how firms operate today while giving them the flexibility to adapt as expectations evolve.

Built to support how RIAs actually operate

RIAs don’t all look the same, and they shouldn’t be forced to operate the same way. Firms differ in structure, investment philosophy, and service model. What they share is the need for infrastructure that supports responsibility, oversight, and consistency as complexity increases.

A more connected business starts with a more connected custody model. When custody, technology, and investment solutions aren’t aligned, friction shows up across workflows, teams, and client experience. SEI is designed for advisory firms with established operating standards and long‑term objectives without prescribing workflows or locking firms into rigid models.

Our connected foundation for RIAs

SEI brings together custody, technology, and investments to create a connected foundation that supports how RIAs actually run their businesses.

Use what you need.
Skip what you don’t.
Your business, your way.

Custody and safekeeping

We provide the infrastructure designed to securely hold client assets and support the broader operating responsibilities RIAs carry on behalf of their clients. Our approach emphasizes governance and operational discipline, so firms can operate with confidence, even as scale and expectations rise.

Advisor technology 

From onboarding and administration to reporting, our technology is designed to support the full operating lifecycle of an advisory firm. Our open-architecture technology integrates with the tools RIAs prefer, reducing manual workarounds and enabling teams to operate with greater alignment across their business.

Investment solutions

SEI supports a broad range of investment approaches, allowing RIAs to implement strategies that align with their philosophy and client needs.

Our investment capabilities are designed to complement—not constrain—your approach, while working seamlessly within a connected operating foundation.

Service and partnership

We work with firms as a strategic partner, providing continuity and support through change, growth, and complexity without disrupting your firm’s workflows.

These aren’t just differentiators. They’re what RIAs should expect from their custodian.

SEI was built to deliver this standard. Our model combines decades of stability with the flexibility RIAs need, so you can design your own ecosystem and operate your business, your way.

Why RIAs choose SEI

We are designed for complexity and scale. RIAs work with us because we understand what it takes to operate durable businesses across business transitions and evolving expectations.

Choosing a custodian is a long‑term decision with implications across operations, service models, and client experience. Rather than offering a one‑size‑fits‑all platform, SEI provides an adaptable and stable foundation—supporting the model you define today and the business you envision for your future.

Investment services provided by SEI Investments Management Corporation (SIMC), a federally registered investment advisor. 

Investing involves risk including possible loss of principal.

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. 

Technology and platform services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC, and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).