.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Independent Advisor Technology Our business solutions for independent advisors are powered by the SEI Wealth Platform for Advisors what we do investment processing The SEI Wealth Platform for Advisors The SEI Wealth PlatformSMis a flexible, easy-to-use system that incorporates the services you need to run your business. Our comprehensive business solution is powered by this innovative technology platform, and offers a window into your business at SEI. So you can take back the time you need to focus on growing your firm — not your operations. Flexible View insight-filled dashboards to manage growth and risk Link to Redtail CRM and MoneyGuidePro® financial planning program Build sophisticated investment portfolios using a models-based platform Easy-to-use Access comprehensive front-office tools on our platform from your tablet or in your office Manage a client’s total wealth with true household views, allowing for better tax management Quickly generate on-demand reports Truly integrated Work with one custodian using the SEI Private Trust Company Increase efficiency with integrated workflows Facilitate straight-through transactions with eSignatures and approvals New client website Interactive charts and graphs Individual account and household views Mobile accessibility Enhanced performance reporting Daily performance Account aggregation No platform fees No additional costs or fees for this technology platform when using all SEI-sponsored investments(SEI mutual funds and SEI Managed Account Solutions). Additional fees may apply on the level of client reporting selected, account aggregation and other services. Ready to learn more? We'll contact you with more information Complete the form and we will reach out to you shortly. Or, give us a call at 888-734-2679 to speak with someone immediately. Please tell us about yourself First Name * Last Name * Title * Business Phone * Email Address * Firm Name * Firm City * Firm State * Please Select... Alaska Alabama Arkansas Arizona California Colorado Connecticut D.C. Delaware Florida Georgia Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Marianas Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Vermont Washington Wisconsin West Virginia Wyoming Broker Dealer Affiliation * Independent - No BD Independent - Own BD 1st Discount Brokerage, Inc. 1st Global Capital Corp. Abacus International Capital Corp. Abacus Investments, Inc. ACE Diversified Capital, Inc. Advanced Advisor Group, LLC Advisory Group Equity Services Ltd. Aegis Capital Corp. Alerus Securities Corporation Alexander Capital, L.P. Alexander Investment Services Co. Allegheny Investments, Ltd. Allegis Investment Services, LLC Alliance Advisory & Securities, Inc. Allied Millennial Partners, LLC Allstate Financial Services, LLC Ambassador Financial Group, Inc. 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Capital City Securities, LLC Capital Financial Services, Inc. Capital Investment Brokerage, Inc. Capital Investment Group, Inc. Capital Management Securities, Inc. Capital Synergy Partners Capitol Securities Management, Inc. Carl M. Hennig, Inc. Centaurus Financial, Inc. Center Street Securities, Inc. Century Securities Associates, Inc. Ceros Financial Services, Inc. Cetera Advisor Networks LLC Cetera Advisors LLC Cetera Financial Specialists LLC Cetera Investment Services LLC CFD Investments, Inc. Chalice Capital Partners, LLC Chauner Securities, Inc. Chelsea Financial Services Cigna Benefits Financing, Inc. Citigroup Global Markets Inc. Citizens Securities, Inc. City National Securities, Inc. Client One Securities LLC CNA Investor Services, Inc. CNS Securities, LLC Coastal Equities, Inc. Colorado Financial Service Corporation Comerica Securities Commerce Brokerage Services, Inc. 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ESL Investment Services, LLC Essex Financial Services, Inc. Essex Securities LLC E-W Investments, Inc. Fairport Capital, Inc. Farmers Financial Solutions, LLC FAS Corp. FB Equity Sales Corporation of Michigan FBL Marketing Services, LLC FCG Advisors, LLC Feltl & Company Fifth Third Securities, Inc. Finance 500, Inc. Financial Security Management, Incorporated Financial Sense Securities, Inc. Financial Telesis Inc Financial West Group First Allied Securities, Inc. First Asset Financial Inc. First Bankers' Banc Securities, Inc First Canterbury Securities, Inc. First Citizens Investor Services, Inc. First Financial Equity Corporation First Heartland Capital, Inc. First Liberties Financial First Palladium, LLC First Republic Securities Company, LLC First Standard Financial Company LLC First State Financial Management, Inc. First Western Advisors First Western Securities, Inc. FMN Capital Corporation FNBB Capital Markets, LLC Forest Securities, Inc. Foresters Equity Services, Inc. Foresters Financial Services, Inc. Fortune Financial Services, Inc. Fortune Securities, Inc. Founders Financial Securities LLC Four Points Capital Partners LLC Frost Brokerage Services, Inc. FSC Securities Corporation FSIC FTB Advisors, Inc. G. A. Repple & Company G.F. Investment Services, LLC Garden State Securities, Inc. Gardner Financial Services, Inc. Geneos Wealth Management, Inc. General Securities Corp Gill Capital Partners, LLC Glen Eagle Wealth, LLC Global Brokerage Services, Inc. Globalink Securities, Inc. GLP Investment Services, LLC Gold Coast Securities, Inc. Gradient Securities, LLC Gramercy Securities, Inc. Grant Williams L.P. Great American Advisors, Inc. Great American Investors, Inc. Great Nation Investment Corporation GuideStone Financial Services GWFS Equities, Inc. GWM Group, Inc. GWN Securities Inc. H. Beck, Inc. Halliday Financial, LLC Hancock Whitney Investment Services Inc. Hapoalim Securities USA, Inc. Harbor Financial Services, LLC Harbour Investments, Inc. Haverford Trust Securities, Inc. Hazard & Siegel, Inc. HD Vest Investment Services Heritage Financial Systems, Inc. Hilltop Securities Independent Network Inc. Home Financial Services, Inc. Horace Mann Investors, Inc. Hornor, Townsend & Kent, Inc. HSBC Securities (USA) Inc. Hudson Heritage Capital Management, Inc. IBN Financial Services, Inc. ICICI Securities Inc. IDB Capital Corp. IFS Capital Markets, LLC IFS Securities Independence Capital Co., Inc. Independent Financial Group, LLC Infinex Investments, Inc. Infinity Financial Services Innovation Partners LLC InSight Securities, Inc. Institutional Securities Corporation Integrated Financial Planning Services Integrity Brokerage Services, Inc. Intercarolina Financial Services, Inc. International Assets Advisory, LLC International Money Management Group, Inc. Intervest International Equities Corporation Investacorp, Inc. Investment Architects, Inc. Investment Network, Inc. Investment Planners, Inc. Investments For You, Inc. J K R & Company, Inc. J. Alden Associates, Inc. J.K. Financial Services, Inc. J.P. Morgan Securities LLC J.W. Cole Financial, Inc. JBS Liberty Securities, Inc. Joseph Grace Joseph Gunnar & Co. LLC Joseph Stone Capital L.L.C. JRL Capital Corporation K. W. Chambers & Co. Kalos Capital, Inc. KCD Financial, Inc. Kenneth, Jerome & Co., Inc. Kestra Investment Services, LLC Key Investment Services LLC Key West Investments, LLC Keystone Capital Corporation Kinecta Financial & Insurance Services, LLC KMS Financial Services, Inc. Kotak Mahindra, Inc. Kovack Securities Inc. L.M. Kohn & Company L.O. Thomas & Co. Inc. Laidlaw & Company (UK) Ltd. Landolt Securities, Inc. Lantern Investments, Inc. Larimer Capital Corporation Larson Financial Securities, LLC LaSalle St. Securities, LLC Leigh Baldwin & Co., LLC Leumi Investment Services Inc. Liberty Group, LLC Liberty Partners Financial Services, LLC LifeMark Securities Corp. Lincoln Financial Advisors Corporation Lincoln Financial Securities Corporation Lincoln Investment Lion Street Financial, LLC Lombard Securities Incorporated LPL Financial LLC M Holdings Securities, Inc. M&A Securities Group, Inc. M&T Securities, Inc. Madison Avenue Securities, LLC Madison Global Partners LLC Maitland Securities, Inc. Managed Account Services, LLC MBSC Securities Corporation McClurg Capital Corporation McDermott Investment Services, LLC McNally Financial Services Corporation MerCap Securities LLC Meridien Financial Group, Inc. Merrill Lynch, Pierce, Fenner & Smith Incorporated MHA Financial Corp Michigan Securities, Inc. Mid Atlantic Capital Corporation Mid-Atlantic Securities, Inc. Mid-Continent Securities Advisors, Ltd. Midwestern Securities Trading Company, LLC MMC Securities LLC MML Investors Services, LLC Moloney Securities Co., Inc. Money Concepts Capital Corp Monmouth Capital Management LLC Moors & Cabot, Inc. Moreton Capital Markets, LLC Morris Group, Inc. Mutual Funds Associates Inc. Mutual of America Life Insurance Company Mutual of America Securities LLC Mutual of Omaha Investor Services, Inc. Mutual Securities, Inc. Mutual Trust Co. of America Securities MWA Financial Services Inc. N.I.S. Financial Services, Inc. National Bank of Canada Financial Inc. National Securities Corporation Nations Financial Group, Inc. Nationwide Planning Associates Inc. Nationwide Securities, LLC Navy Federal Brokerage Services, LLC NBC Securities, Inc. Nelson Ivest Brokerage Services, Inc. Network 1 Financial Securities Inc. Newbridge Securities Corporation NexBank Securities Inc Next Financial Group, Inc. NI Advisors Niagara International Capital Limited Nicol Investors Corporation NMS Capital Advisors, LLC. North Capital Private Securities Corporation North Ridge Securities Corp. Northwestern Mutual Investment Services, LLC NPB Financial Group, LLC NTB Financial Corporation NYLIFE Securities LLC Oak Tree Securities, Inc. OFG Financial Services, Inc. Ohanesian / Lecours, Inc. OneAmerica Securities, Inc. Oriental Financial Services Corp. P.J. Robb Variable Corporation Packerland Brokerage Services, Inc. Palmetto Advisory Group Paradigm Equities, Inc. Park Avenue Securities LLC Parkland Securities, LLC Parsonex Securities, Inc. Patrick Capital Markets, LLC Peak Brokerage Services, LLC Penates Group, Inc. Penrod Financial Group Pensionmark Securities, LLC People's Securities, Inc. Peter Elish Investments Securities Petersen Investments, Inc. PFA Security Asset Management, Inc. PFS Investments Inc. PHX Financial, Inc. PlanMember Securities Corporation Planners Financial Services, Inc. Plante Moran Insurance Agency PNC Investments Polar Investment Counsel, Inc. Popular Securities, LLC Portfolio Advisors Alliance, LLC Portfolio Resources Group, Inc. Portsmouth Financial Services Primex Principal Securities, Inc. Private Client Services, LLC Private Portfolio, Inc. ProEquities, Inc. Prospera Financial Services, Inc. Pruco Securities, LLC. PTS Brokerage, LLC PTX Securities, LLC Puritan Brokerage Services, Inc. Purshe Kaplan Sterling Investments PWMCO, LLC Quest Capital Strategies, Inc. Questar Capital Corporation Quint Capital Corporation R. F. Lafferty & Co., Inc. R.M. Stark & Co., Inc. Raymond James Financial Services, Inc. Regal Securities, Inc. Regional Investment Services, Inc. Regulus Advisors, LLC Reliance Worldwide Investments, LLC Rhodes Securities, Inc. Richfield Orion International, Inc. RNR Securities, L.L.C. Ross Securities Corporation Royal Alliance Associates, Inc. SA Stone Wealth Management Inc. Sabadell Securities USA, Inc. Safra Securities LLC SagePoint Financial, Inc. Sandlapper Securities, LLC Santander Securities LLC Saxony Securities, Inc. Saybrus Equity Services, LLC SCF Securities, Inc. Schlitt Investor Services, Inc. Searle & Co. SECU Brokerage Services Securian Financial Services, Inc. Securities America, Inc. Securities Equity Group Securities Management & Research, Inc. Securities Service Network, LLC Shearson Financial Services, LLC Sigma Financial Corporation Signal Securities, Inc. Signature Securities Silber Bennett Financial, Inc. Silicon Valley Securities, Inc. Silver Oak Securities, Incorporated Simmons First Investment Group, Inc. Simplicity Financial Investment Services, Inc. Smith, Brown & Groover, Inc. Sorrento Pacific Financial, LLC Southeast Investments, N.C., Inc. Spartan Capital Securities, LLC Spencer Edwards, Inc. Spire Securities, LLC St. Bernard Financial Services, Inc. Standard Chartered Securities North America LLC State Farm VP Management Corp. Stephen A. Kohn & Associates, Ltd. Stonnington Group, LLC Summit Brokerage Services, Inc. Sunbelt Securities, Inc. SunStreet Securities, LLC SunTrust Investment Services, Inc. Superior Financial Services, Inc. SVB Securities, a non-bank affiliate of Silicon Valley Bank SW Financial Symphonic Securities LLC Syndicated Capital, Inc. Synovus Securities, Inc. T.R. Winston & Company, LLC T.S. Phillips Investments, Inc. Tandem Securities, Inc. Taylor Capital Management Inc. TD Private Client Wealth LLC The Huntington Investment Company The Investment Center, Inc. The Leaders Group, Inc. The O.N. Equity Sales Company The Strategic Alliance Corporation The Strategic Financial Alliance, Inc. The Tavenner Company The Windmill Group, Inc. Thoroughbred Financial Services, LLC Thrivent Investment Management Inc. Thurston Springer Financial TimeCapital Securities Corporation Titan Securities Titleist Asset Management, Ltd. TransAm Securities, Inc. Transamerica Financial Advisors, Inc TRG Advisors, Inc. Triad Advisors LLC TrustCore Investments LLC TrustFirst Trustmont Financial Group, Inc. U.S. Bancorp Investments, Inc. U.S. Brokerage, Inc. UMB Financial Services, Inc. Umpqua Investments, Inc. Union Capital Company UnionBanc Investment Services, LLC United Planners' Financial Services of America A Limited Partner Universal Financial Services Inc. Univest Investments, Inc. Univest Securities, LLC USA Financial Securities Corporation USAA Financial Advisors, Inc. Valdes & Moreno, Inc. VALIC Financial Advisors, Inc. ValMark Securities, Inc. Van Clemens & Co. Incorporated Vanderbilt Securities, LLC VBC Securities, LLC Veritas Independent Partners, LLC Verity Investments, Inc. VESTECH Securities, Inc. Vision Brokerage Services, LLC Voya Financial Advisors, Inc. W&S Brokerage Services, Inc. Waddell & Reed Washington Securities Corporation Watchdog Capital, LLC Waterford Capital, Inc. Waveland Capital Partners LLC WBB Securities, LLC WEA Investment Services, Inc. Wedbush Securities Inc. Weitzel Financial Services, Inc. Wells Fargo Advisors Financial Network, LLC Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC) WesBanco Securities, Inc. Wescom Financial Services Westco Investment Corp. Western Equity Group, Inc. Western International Securities, Inc. Westminster Financial Securities, Inc. WestPark Capital, Inc. Westport Capital Markets, LLC Westport Financial Services, L.L.C. Westport Resources Investment Services, Inc. Whitehall-Parker Securities, Inc. William C. Burnside & Company, Inc. Willow Cove Investment Group, Inc. Wilson-Davis & Co., Inc. Wintrust Investments LLC Woodbury Financial Services, Inc. Woodmen Financial Services, Inc. Woodstock Financial Group, Inc. Worden Capital Management LLC World Capital Brokerage, Inc. World Choice Securities, Inc. World Equity Group, Inc. Worth Financial Group Inc. YR Securities LLC Zions Direct, Inc. Other CRD Number I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later. Legal Note Models may be provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC and SPTC are wholly owned subsidiary of SEI Investments Company. 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