Sei Investments Distribution Co.
$18.1B reported client assets across 94 advisory firms in FY2025 annual amendments
Reported client assets over time
$2.1B
$14.9B
2017
2025
Same-firm comparison: 75 firms that reported Sei Investments Distribution Co. 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, 2022, 2023 are shown but partial — only FY2017: 14 cohort firms, FY2018: 24 cohort firms, FY2019: 28 cohort firms, FY2020: 32 cohort firms, FY2021: 40 cohort firms, FY2022: 50 cohort firms, FY2023: 59 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Chatterton & Associates, The Wealth Management Team, Inc. | $1.3B | $1.3B | 100.0% | 03/06/2026 |
| Association Financial Services Inc. | $1.1B | $1.3B | 88.9% | 03/06/2026 |
| The Helmstar Group, Llc | $752M | $786M | 95.8% | 03/02/2026 |
| Centaurus Financial, Inc. | $702M | $7.3B | 9.6% | 07/24/2025 |
| Mairs And Power Inc | $631M | $12.1B | 5.2% | 03/21/2026 |
| Shepherd Financial Investment Advisory Llc | $614M | $6.2B | 9.9% | 03/31/2026 |
| Accredited Investor Services, Llc | $558M | $591M | 94.5% | 03/23/2026 |
| United Advisor Group, Llc | $530M | $1.4B | 37.1% | 03/31/2026 |
| Madison Advisory Services, Inc. | $510M | $510M | 100.0% | 03/23/2026 |
| Wilkins Investment Counsel Inc | $485M | $1.1B | 43.4% | 03/16/2026 |
| Robert Harrell Incorporated | $433M | $885M | 48.9% | 03/03/2026 |
| Bps Wealth Advisors, Inc. | $400M | $1.1B | 37.0% | 03/19/2026 |
| Whipplewood Advisors, Llc | $322M | $325M | 99.3% | 03/13/2026 |
| Fai Advisors, Inc. | $300M | $302M | 99.4% | 03/20/2026 |
| Covingtonalsina, Llc | $282M | $283M | 99.6% | 02/03/2026 |
| Diversified Resources, Llc | $269M | $269M | 100.0% | 03/05/2026 |
| Dravo Bay Llc | $261M | $382M | 68.4% | 03/26/2026 |
| Binnacle Investments, Inc. | $259M | $264M | 98.2% | 03/16/2026 |
| Comprehensive Wealth Solutions, Llc | $258M | $374M | 69.0% | 03/04/2026 |
| Iwealth Financial, Llc | $258M | $312M | 82.7% | 03/26/2026 |
| Tlg Advisors, Inc. | $257M | $2.3B | 11.2% | 03/28/2026 |
| The Abbit Management Corp | $243M | $252M | 96.4% | 08/19/2025 |
| Investmark Advisory Group Llc | $240M | $930M | 25.8% | 03/05/2026 |
| Abundant Wealth Management Llc | $239M | $244M | 98.0% | 03/10/2026 |
| True Measure Wealth Management | $238M | $242M | 98.5% | 02/20/2026 |
| Capital Markets Iq, Llc | $225M | $571M | 39.3% | 03/25/2026 |
| Huffman & Ross Wealth Management Llc | $206M | $210M | 98.1% | 02/02/2026 |
| Stark Wealth Management Llc | $204M | $262M | 77.9% | 03/17/2026 |
| Legacy Wealth Management Group, Inc. | $203M | $290M | 70.2% | 03/22/2026 |
| Para Wealth Advisors, Inc. | $197M | $221M | 89.3% | 01/15/2026 |
| Clark Monroe Blackman L.L.C. | $193M | $220M | 88.0% | 01/28/2026 |
| Stephenson And Company, Inc. | $193M | $447M | 43.3% | 03/17/2026 |
| Sledge And Company Wealth Advisors, Llc | $183M | $183M | 99.5% | 03/12/2026 |
| Affinity Wealth Llc | $180M | $218M | 82.8% | 01/30/2026 |
| Pinnacle Wealth Advisors, Llc | $177M | $550M | 32.2% | 03/31/2026 |
| Steadtrust Llc | $177M | $618M | 28.6% | 03/14/2026 |
| Stonehaven Wealth & Tax Solutions, Llc | $168M | $168M | 100.0% | 03/02/2026 |
| Tnt Asset Management, Llc | $165M | $175M | 94.4% | 03/26/2026 |
| Rossjohnson & Associates, Llc | $164M | $212M | 77.7% | 03/31/2026 |
| K2 Financial Inc. | $164M | $192M | 85.4% | 03/20/2026 |
| Secure Planning, Llc | $162M | $187M | 86.4% | 03/26/2026 |
| Spurstone Advisory Services, Llc | $155M | $192M | 80.9% | 03/16/2026 |
| Blakely Walters Wealth Management Llc | $146M | $174M | 83.8% | 03/19/2026 |
| Collaborative Wealth Management, Inc. | $142M | $653M | 21.7% | 03/18/2026 |
| Ascendor Wealth, Llc | $141M | $146M | 97.1% | 03/26/2026 |
| Martel Wealth Advisors, Llc | $133M | $1.5B | 9.1% | 01/28/2026 |
| Georgia Wealth Partners, Llc | $133M | $157M | 84.3% | 03/17/2026 |
| Thinagee Investments Inc. | $125M | $265M | 47.1% | 03/17/2026 |
| Copper Beech Financial Group, Llc | $124M | $197M | 62.9% | 03/12/2026 |
| Tcp Asset Management, Llc | $122M | $1.2B | 10.3% | 02/13/2026 |
| Dachtler Wealth Advisors, Llc | $120M | $120M | 100.0% | 03/11/2026 |
| Abbondandolo Wealth Management Corp | $112M | $112M | 100.0% | 01/23/2026 |
| Markle Financial Llc | $112M | $141M | 79.4% | 03/30/2026 |
| Davidson Wealth Management Llc | $111M | $172M | 64.7% | 03/16/2026 |
| The Financial Resource Center, Inc. | $107M | $642M | 16.7% | 03/27/2026 |
| Stewardship Advisors, Llc | $106M | $545M | 19.5% | 03/16/2026 |
| Revalue Llc | $103M | $129M | 80.0% | 03/27/2026 |
| Lexaurum Advisors, Llc | $102M | $1.3B | 8.0% | 02/26/2026 |
| Northstar Asset Management Llc | $96.9M | $348M | 27.9% | 03/31/2026 |
| Tilson Financial Group Inc | $95.6M | $751M | 12.7% | 02/24/2026 |
| Rightoak Asset Management, Llc | $95.5M | $112M | 85.3% | 03/31/2026 |
| Petra Financial Advisors Inc | $89.2M | $447M | 20.0% | 03/02/2026 |
| Precedent Asset Management, Llc | $86.9M | $111M | 78.0% | 03/11/2026 |
| Wpg Advisers, Llc | $83.6M | $361M | 23.2% | 03/27/2026 |
| Granite Harbor Advisors, Inc. | $79.9M | $642M | 12.4% | 03/30/2026 |
| Core Compliance Group, Llc | $70.0M | $338M | 20.7% | 03/02/2026 |
| Formidable Asset Management, Llc | $68.2M | $903M | 7.5% | 03/31/2026 |
| Calderwood Financial Strategies, Inc. | $65.5M | $229M | 28.7% | 03/09/2026 |
| Intervest Ltd | $62.8M | $247M | 25.4% | 03/31/2026 |
| Gradient Advisors, Llc | $62.5M | $289M | 21.6% | 03/31/2026 |
| Thomas Leo Advisory, Llc | $61.8M | $193M | 32.1% | 03/09/2026 |
| Promontory Financial Planning, Llc | $54.5M | $319M | 17.1% | 02/20/2026 |
| Concurrent Investment Advisors, Llc | $53.0M | $15.7B | 0.3% | 03/24/2026 |
| Teplitz Financial Group Llc | $45.2M | $132M | 34.3% | 01/30/2026 |
| Bill Losey Retirement Solutions, Llc | $39.6M | $39.6M | 100.0% | 01/19/2026 |
| Meriwether Wealth & Planning, Llc | $37.3M | $309M | 12.1% | 03/19/2026 |
| Salus Financial Advisors, Llc | $36.7M | $263M | 14.0% | 03/18/2026 |
| Lauer Wealth, Llc | $35.5M | $161M | 22.1% | 02/25/2026 |
| Asco Financial Group, Inc. | $35.3M | $173M | 20.4% | 03/05/2026 |
| Washington Avenue Advisors, Llc | $27.4M | $337M | 8.1% | 03/26/2026 |
| Phillip B. White Co., Inc. | $25.9M | $319M | 8.1% | 03/31/2026 |
| Core Alpha, Inc. | $20.1M | $146M | 13.8% | 03/24/2026 |
| Align Wealth Management, Llc | $18.8M | $117M | 16.1% | 02/24/2026 |
| Muntz Financial, Llc | $18.2M | $178M | 10.2% | 03/31/2026 |
| Eagle's Crest Advisors, Llc | $17.2M | $65.3M | 26.3% | 03/27/2026 |
| Blue Jay Financial Group, Llc | $15.1M | $113M | 13.3% | 03/26/2026 |
| Eastsound Capital Advisors, Llc | $13.4M | $215M | 6.2% | 03/12/2026 |
| New River Financial Group, Llc | $13.3M | $377M | 3.5% | 02/17/2026 |
| Post Resch Tallon Group, Inc. | $12.9M | $340M | 3.8% | 03/27/2026 |
| Fcig Wealth Management, Llc | $11.2M | $138M | 8.1% | 03/31/2026 |
| Noble Wealth Management, Inc. | $2.9M | $223M | 1.3% | 03/30/2026 |
| Dyche Wealth Management, Inc | $2.8M | $162M | 1.7% | 03/31/2026 |
| Alere Planning Llc | $2.4M | $208M | 1.2% | 02/17/2026 |
| Van Clemens Wealth Management, Llc | $886K | $470M | 0.2% | 02/25/2026 |
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.