We believe Advice+
begins with you.
And we're with you
every step of the way.
We help independent financial advisors and
their clients achieve and sustain financial
freedom together by connecting them to what
matters most. Advice+ is a complete experience
that elevates advisor value, starting with our
integrated advice infrastructure. It helps power
wealth, build community, and protect futures on
behalf of advisors and their clients.
We're dedicated to serving the independent
advisor community.
30+
Years serving the independent
advisor community
$107B
In advisor's total platform assets
1
5,100
Approximate employees globally
1
Includes $79.4 billion in assets under management and $27.6 billion in total advisor platform assets represents third-party
assets held in custody accounts at SEI Private Trust Company. All data as of December 31, 2024 unless otherwise indicated.
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