A total business solution for independent advisors.
Run your advisory business with connected technology, custody, and investments—working together in one integrated platform.
Featured insights.
Our solutions.
Technology
Run your business on one connected platform with the tools you rely on every day.
Custody
Help support and protect client assets through a custodial foundation that focuses on your independence and growth.
Who we serve.
Independent and hybrid RIAs
Advisory firms that value independence and need scalable infrastructure to support how their business grows.
Independent broker dealer advisors
Broker-dealer affiliated advisors who want to simplify operations and scale their practice within their existing affiliation.
Who we are.
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$8.1T
Assets on wealth platforms*
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$1.2T
Assets under custody*
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58 years
Since founding
Could you be missing opportunities?
Measure your business across eight focus areas to help you gain clarity on your path forward.
*As of December 31, 2025.
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
Custody services provided by SEI Private Trust Company, federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company.
Investment services provided by SEI Investments Management Corporation, a federally registered investment advisor and wholly owned subsidiary of SEI Investments Company (SEI).
Investing involves risk including possible loss of principal.