SEIA Snags $1.6B Select Money, Adds AssetMark as Custodian
Yahoo Finance·2025-09-09 21:12
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Los Angeles-based hybrid registered investment advisor Signature Estate & Investment Advisors continues to climb above the 1.6 billion RIA based in Aliso Viejo, Calif. In April 2024, it bought its largest RIA, a Cleveland-based firm with $2 billion in assets. With its latest Califor ...