Signature Estate & Investment Advisors LLC

RIASEC Registered

Total AUM

$22.5B

Discretionary

$3.6B

16% of AUM

Avg account

$2.3M

Accounts

9,833

Employees

241

Advisory reps

143

Firm details

Headquarters: Los Angeles, California
CRD number: 108163
Registered since: February 23, 1999
Website: www.seia.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.06%
Individuals21.12%
Corporations / Businesses2.6%
Pension & Profit Sharing Plans0.77%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Signature Estate & Investment Advisors LLC (commonly known as SEIA) is an independent, individual-owned registered investment adviser that has been SEC-registered since 1999. The firm serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator and offering a mix of advisory services including financial planning, portfolio management for individuals and institutions, manager selection, and educational workshops. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. SEIA reports an active interest in environmental, social and governance considerations as part of its investment approach. The firm also maintains industry relationships across broker-dealers, other investment advisers and insurance companies. Public recognitions include placements on Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIAs (2021, 2023, 2025) and AdvisorHub’s 50 RIA Firms to Watch (2026).