10 largest TAMPs by assets in 2023
2. SEI
Total assets:$80.4 billion ($67.8 billion AUM; $12.6 billion AUA)
Website: www.seic.com/advisors
Custodians: 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