Office address: 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067
Website: seia.com
Year established: 1997
Company type: financial services
Employees: 230+
Expertise: investment management, financial planning, estate planning, tax planning, wealth counseling, risk management, business advisory services, retirement plan consulting, alternative investments, trust planning
Parent company: SEIA Holdings, LLC
Key people: Brian Holmes (CEO); Matthew Matrisian (president); Matt Floit (chief growth officer); Eric Rosen (COO); Stephen Masterson (CFO); Gary Liska, Mark Copeland, and Paul Taghibagi (founding partners)
Financing status: private equity-backed
Signature Estate & Investment Advisors (SEIA) is a Los Angeles-based wealth management firm registered with the SEC as an investment advisor. It operates under a fiduciary standard and serves affluent clients through 30 offices nationwide. SEIA and its affiliates oversee $28 billion in assets with over 230 employees as of September 30, 2025.
SEIA got its start in 1997 when four partners and seven employees launched the firm in LA. These founders were:
The firm built its practice around investment management and financial planning for affluent clients. It grew on its own for 25 years until it took on its first outside investors in 2022.
Signature Estate & Investment Advisors brought in Reverence Capital Partners, a New York-based private equity firm, as a majority investor in October 2022. The firm also secured a minority investment from Advisor Group Holdings, a Reverence portfolio company.
SEIA kept Holmes as CEO, and all founding partners, employees, and branding stayed in place. The partnership gave the firm the financial backing to pursue acquisitions for the first time in its history.
SEIA closed its first major deal in mid-2024 with Cedar Brook Group, a Cleveland-based RIA managing $2 billion in client assets. The firm moved outside its traditional West Coast footprint for the first time with that acquisition.
It added Beverly Investment Advisors, a Beverly Hills practice with over $300 million in AUA, in December 2024. SEIA then agreed to acquire Select Money Management, a California firm with $1.6 billion in AUM, in September 2025.
The firm crossed $30 billion in AUA in 2024 after a more than 30 percent increase from the prior year. Signature Estate & Investment Advisors named Matt Matrisian as president in April 2025 to co-lead its national expansion alongside Holmes.
SEIA was also featured in multiple InvestmentNews awards that same year, which include:
More on these awards and their Special Reports can be found on our Best in Wealth page.
SEIA offers discretionary and non-discretionary investment platforms alongside planning and advisory services:
Signature Estate & Investment Advisors’ affiliated broker-dealer, Signature Estate Securities, also offers annuities and life insurance products. Signature Investment Advisors, another affiliate, provides access to alternatives like private equity and hedge funds.
SEIA describes its culture as client-centric and entrepreneurial with a flat organizational structure. The firm says it operates by six commitments:
Signature Estate & Investment Advisors reports an average advisor tenure of 15 years and runs both W-2 and 1099 models for advisors. The firm also provides the following benefits:
SEIA also gives back through the Signature Fund for Giving, which has raised over $2 million for children’s charities. The fund supports other initiatives like Children’s Hospital of Orange County and Second Story. The firm pledged up to $250,000 for Southern California wildfire relief in early 2025.
Brian Holmes, CFP and AIF, is the CEO and co-founder of Signature Estate & Investment Advisors with over 40 years in investment management. Holmes sat on advisory boards for Schwab and UCLA’s Department of Economics. He holds a BA in psychology from UCLA and an MS in financial planning from the College of Financial Planning.
Holmes leads Signature Estate & Investment Advisors alongside:
SEIA runs a flat structure where leadership works directly alongside advisors and staff. The firm operates on a hub-and-spoke model with centralized operations and technology across its 30 offices.
Signature Estate & Investment Advisors could pursue mergers with other $20 to $30 billion RIAs, according to Matrisian in late 2025. The firm also reported 8 to 11 percent organic growth through referral programs with Schwab and Fidelity. Both paths put SEIA on pace toward its $100 billion asset target by 2030.
SEIA’s Eric Pritz also ranked No. 19 on the 2026 Top Financial Professionals in the USA list. The annual ranking evaluated 100 advisors from 394 nominees based on AUM and client growth.
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