- Strategic SEI Advisors’ have a median revenue that is 86% higher and median AUM that is 46% higher than other advisors.¹
- One of the leading providers of turnkey asset management programs for independent investment advisors.²
- Over $35 billion in assets under management through advisors.
- Over 6000 advisor relationships.
- Entrusted by advisors with over 300,000 investor accounts.
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1. 2006 SEI Moss Adams Financial Performance
of Financial Advisory Firms Study
2. The Cerulli Report, Third Quarter, 2006, The State of the Wrap and Managed Accounts Industry