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SEIA Snags $1.6B Select Money, Adds AssetMark as Custodian
Yahoo Financeยท 2025-09-09 13:12
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Los Angeles-based hybrid registered investment advisor Signature Estate & Investment Advisors continues to climb above the $30 billion in assets club with its second-largest acquisition. SEIA has acquired Select Money Management, a $1.6 billion RIA based in Aliso Viejo, Calif. In April 2024, it bought its largest RIA, a Cleveland-based firm with $2 billion in assets. With its latest Califor ...