Signature Estate & Investment Advisors (SEIA) Named Finalist in the Wealth Management 2025 Industry Awards, Among Other Honors

Firm earns national recognition for advisor support, philanthropy, culture, and M&A in early 2025

LOS ANGELES, June 11, 2025 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA), a full-service wealth management firm headquartered in Los Angeles, is celebrating a series of major industry accolades earned in the first half of 2025. The recognitions underscore the firm's leadership in advisor transition support, philanthropic impact, client service, workplace culture and innovation.

SEIA Named Finalist in Two Categories of the WealthManagement.com Industry Awards

SEIA has been named a finalist in two categories at the WealthManagement.com 2025 Industry Awards ("the Wealthies")—the industry's most prestigious awards program, celebrating firms and individuals driving advisor success:

• Transition Support (Broker-Dealers): Recognizing Signature Estate Securities (SES), SEIA's affiliated broker-dealer, for its advisor-focused infrastructure and personalized approach that enables streamlined transitions and helps position advisors for long-term success.
  
  
  
  
• Philanthropy: Honoring SEIA's Signature Fund for Giving, which has raised over $2 million in support of youth-based charities across Southern California, including disaster relief efforts following the LA wildfires.

"These honors from WealthManagement.com reflect what's at the core of SEIA: a deep commitment to our advisors, our clients, and our communities," said Matt Matrisian, President of SEIA.

SEIA Named a Finalist in Two Categories of the InvestmentNews Awards

SEIA was named a 2025 Excellence Awardee by InvestmentNews in two categories:

• Employer of Choice: Recognizing SEIA's workplace culture, employee tenure, and commitment to talent development.
• RIA Team of the Year (Under 10 Advisors): Honoring Tom West's Northern Virgina-based team for delivering outstanding client service and demonstrating innovative growth strategies.

SEIA Leaders Recognized in Wealth Solutions Report's Pathfinder Awards

In addition to firm-wide recognition, two SEIA leaders were honored for their outstanding contributions to the wealth management industry in Wealth Solutions Report's (WSR) Pathfinder Awards, a series that honors outstanding professionals and executives of underrepresented groups and backgrounds in wealth management:

• Cameron Stagg, Director of M&A was named 'Black M&A Executive of the Year' in WSR's Top Black Industry Leaders of 2025, recognizing his leadership in SEIA's largest acquisition to date and his commitment to fostering diversity in the financial services industry.
  
  
  
  
• Hayley Wood Bates, Senior Financial Advisor was named 'Philanthropy Champion of the Year' in WSR's Top Women Industry Leaders of 2025, honoring her leadership in advancing philanthropic initiatives, particularly through SEIA's Signature Fund for Giving.

"Hayley's work on our Fund of Giving has been instrumental in supporting local communities, especially during the devastating LA Wildfires," said Brian Holmes, CEO of SEIA. "Meanwhile, Cameron has played a key role in our firm's strategic growth, leading our largest acquisition with Cedar Brook Group last year. Their contributions strengthen both our firm and the industry. We're also incredibly proud of the enduring culture we've built—many of our advisors have been with SEIA for decades, which speaks to the values we share. Tom West and his team in Northern Virginia are a great example of that commitment, and we're honored that their practice has been recognized as a finalist for RIA Team of the Year."

SEIA Recognized as RIA Channel's Top 50 ETF Power Users

In the first quarter of 2025, SEIA was ranked #32 on RIA Channel's Top 50 ETF Power Users, a comprehensive ranking of wealth management firms based on their aggregate total firm exchange-traded funds (ETF) assets. Moving up 16 spots from last year, the recognition showcases SEIA's knowledge in leveraging ETFs to build sophisticated investment portfolios designed to navigate an evolving financial landscape.

SEIA remains committed to delivering forward-thinking investment solutions and fostering a culture that empowers both its clients and professionals. To learn more about SEIA's award-winning team and investment approach, visit www.seia.com.

About SEIA

Founded in 1997, Signature Estate & Investment Advisors, LLC® (SEIA) is an investment advisory firm based in Los Angeles, California that provides comprehensive investment management, financial planning, and estate and tax planning. Through SEIA's broker-dealer, Signature Estate Securities, LLC (SES), advisors can also offer clients a diverse range of financial products. With 24 offices nationwide, SEIA is committed to the communities it serves. The SEIA Signature Fund for Giving supports Southern California youth and has raised over $2 million for local youth-based charities. SEIA has been backed by Reverence Capital, a NY-based private equity firm, since 2022. For more information, visit seia.com.

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