Sei Investmentmanagement Corporation
$4.9B reported client assets across 9 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Sei Investmentmanagement Corporation in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Summit Wealth Group Llc | $2.2B | $2.3B | 96.4% | 03/31/2026 |
| Retirement Investment Advisors Inc | $1.5B | $1.5B | 99.5% | 03/23/2026 |
| Ifp Advisors, Llc | $647M | $16.3B | 4.0% | 03/31/2026 |
| Apex Capital Management, L.L.C. | $209M | $225M | 92.9% | 03/20/2026 |
| Miami Valley Portfolio Management Inc | $144M | $219M | 65.9% | 03/17/2026 |
| Ia Network, Llc | $55.1M | $200M | 27.6% | 03/23/2026 |
| Lexington Financial/Life Management, Llc | $51.3M | $107M | 48.0% | 03/31/2026 |
| Revo Financial, Llc | $38.1M | $135M | 28.1% | 02/10/2026 |
| Bxm Wealth Llc | $6.0M | $231M | 2.6% | 01/09/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.