How do those who use SEI compare against the industry?

• SEI advisors’ median revenue per firm is 86% higher *



• SEI advisors’ median assets under management per firm is 46% more*



• SEI advisors’ spend less time on portfolio management; more time on business management*



• SEI advisors’ median revenue per professional is 43% higher *



• SEI advisors’ AUM per professional is 39% higher*



• SEI advisors’ have 31% more clients per professional*



• SEI advisors’ median income per owner is 46% higher



*2006 SEI Moss Adams Financial Performance of Financial Advisory Firms Study