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 registered investment adviser organized as an LLC. The firm is SEC-registered (1999) and serves both individual and family clients as well as institutional investors. SEIA operates as a capital allocator and provides a mix of fee arrangements, including percentage-of-AUM, hourly, and fixed-fee engagements. Core advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and client education through seminars and workshops. The firm identifies as an active ESG investor and maintains relationships across the financial services ecosystem, including broker-dealer, insurance, and other investment-adviser affiliations. Signature Estate & Investment Advisors has been recognized in industry rankings, with appearances on lists from Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), Barron’s (Top 100 RIA Firms, 2021, 2023, 2025) and AdvisorHub (50 RIA Firms to Watch, 2026).