Signature Estate & Investment Advisors LLC

RIASEC RegisteredEst. 1999

Total AUM

$22.5B

Discretionary

$3.6B

16% of AUM

Avg account

$2.3M

Accounts

9,833

Employees

241

Advisory reps

137

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 RIA founded in 1999 that serves high-net-worth individuals, families and institutional clients. The firm acts as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, selection of external advisers, and educational workshops. Its compensation is a mix of asset-based fees, hourly billing and fixed fees. SEIA identifies as an active ESG investor and maintains relationships across brokerage and insurance channels as well as with other investment advisers. The firm has been recognized in industry rankings: 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).