SEI delivers technology and investment solutions that connect the financial services industry, and its Wealth & Advisor business channels that scope into a single integrated platform built for financial advisors. This guide examines the platform's four core components, the asset and advisor figures that reflect SEI's current scale, and the custody structure through SEI Private Trust Company. Seven SEI leaders share perspective on investment solutions, technology operations, practice management, and business development across the RIA and IBD channels.
SEI's Wealth & Advisor business provides an integrated platform that combines four core capabilities into a cohesive experience: flexible investment solutions, integrated technology and operations, custody services, and practice management tools. Four capabilities, one platform. Together, they enable advisors to deliver more personalized client experiences while operating more efficiently and scaling their businesses with confidence. The platform reflects SEI's broader mission to help clients deploy their capital, whether money, time, or talent, more effectively. Advisors gain a single environment covering every operational layer of their practice, from portfolio construction through to client servicing.
As of March 31, 2026, SEI manages, advises on, or administers approximately $1.9 trillion in assets. The company works with more than 6,600 financial advisors and supports approximately $126.5 billion in advisors' total platform assets. That total breaks into two categories: approximately $90.1 billion in assets under management and $36.4 billion in platform-only assets. Platform-only assets represent third-party assets held in custody accounts at SEI Private Trust Company (SPTC), a federally chartered limited-purpose savings association and wholly owned subsidiary of SEI Investments Company.
SEI's flexible investment solutions span ETFs, mutual funds, and customized separately managed account (SMA) and unified managed account (UMA) solutions. SMAs are offered through Managed Account Solutions. This range gives advisors greater control, choice, and the ability to tailor portfolios to clients' needs. The breadth of product types means advisors can move across structures without leaving the platform. Robert Hum, CAIA, executive managing director and head of Investment Product and Commercialization at SEI, leads this capability across the firm's advisor-facing investment lineup.
SEI's integrated technology and operations capability streamlines back- and middle-office functions, helping advisors reduce complexity and spend more time serving clients. By combining these functions within the same platform as investment solutions and custody, SEI removes the friction that comes from working across disconnected systems. Advisors do not need to manage separate vendors for each operational layer. That integration is a core design principle of the Wealth & Advisor business. Erich Holland, executive managing director and head of U.S. Wealth and Advisor Business at SEI, oversees this integrated model.
SEI's custody services provide advisors with access, flexibility, and connectivity across their advisory network. Platform-only assets, totaling approximately $36.4 billion as of March 31, 2026, represent third-party assets held in custody accounts at SEI Private Trust Company (SPTC). SPTC is a federally chartered limited-purpose savings association and a wholly owned subsidiary of SEI Investments Company. That structure gives advisors a custody option that sits inside the same integrated platform as their investment solutions and technology, avoiding the need for a separate custodial relationship. For additional in-depth advisor resources, InvestmentNews's premium sponsored reports cover related wealth management topics.
SEI's practice management tools and insights are designed to help advisors grow, scale, and build more efficient, resilient businesses. Practice management is the fourth of SEI's four core platform components, sitting alongside investment solutions, technology, and custody. Shauna Mace, managing director of Practice Management at SEI, leads this capability. Gabriel Garcia, senior managing director of RIA Business Development, and Steve Miller, senior managing director and head of IBD Sales, extend that support across different advisor channels. The combination of practice resources and sales leadership means SEI addresses both the operational and growth dimensions of an advisory practice.
SEI was founded in 1968 and employs approximately 4,900 people. The company is headquartered at 1 Freedom Valley Dr, Oaks, PA 19456. SEI's capabilities span investment processing, operations, and asset management across the financial services industry. The Wealth & Advisor business is one part of a broader enterprise. Michael F. Lane, executive vice president and head of asset management at SEI, leads the firm's asset management division. Advisors can reach SEI directly at 1-800-DIAL-SEI or via [email protected].