Skip to main content

Who we serve

Independent broker-dealer advisors

Empowering advisors, every step of the way.

Change is inevitable. Our mission is to empower financial advisors to serve their clients' unique needs and manage uncertainty when it matters most. 

How do we do that? By meeting advisors wherever they are in the life cycle of their businesses and providing flexible solutions with efficient, reliable, and scalable service.

We want to hear from you

Please include any comments that will help us process your request.

Please do not send sensitive information such as account or social security numbers. SEI cannot accept any transaction requests via this form.

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Elevate your independent streak.

Connect to what matters most. Learn how together we can help power wealth, build community, and protect futures.

Learn how