10 largest TAMPs by assets in 2022
3. SEI
Assets: $95.8 billion ($82.1 billion AUM; $13.7 billion AUA)
Website: www.seic.com/advisors
Custodian: SEI Private Trust Co.
Type of products: Mutual Fund Wrap, ETF Wrap, SMA and UMA, Customized High-Net-Worth Strategies, Strategist Portfolio Solutions, ESG/SRI, Tax-Managed Strategies, Advisor Directed