This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

SEI

Profile

SEI is a custodian for growth-minded RIAs with integrated open-architecture technology, wealth management solutions, and investment offering. A strategic business unit of SEI and serving the independent financial advisor market for nearly 30 years, Independent Advisor Solutions works with over 7,400 advisors and supports approximately $88.3 billion in advisors’ total platform assets (as of September 30, 2023). For more information, visit seic.com/advisors.