SI
SEI INVESTMENTS MANAGEMENT CORP
SEC RegisteredCustom solutions. Unlimited potential. One partner
OAKS, PAhttps://seic.com610-676-1000
Assets Under Management
$25B+
Employees
434
Office Locations
4 offices
Total Accounts
112627
About the firm
SEI delivers end-to-end solutions that simplify the complexities of financial services, connecting every part of operations to ignite innovation, unlock efficiency, and accelerate growth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
Financial ServicesAsset ManagementWealth ManagementInstitutional InvestingAIOperationsFinancial Technology
Services
End-to-end solutions that simplify the complexities of financial services, connecting every part of operations.
Private funds / alternatives
Hedge
Who they serve
Asset managers, banks and wealth managers, financial advisors, and institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110,959 | $47.7B |
| High Net Worth Individuals | 726 | $5.0B |
| Investment Companies | 93 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 18 | $45.2B |
| Charitable Organizations | 343 | $9.6B |
| State/Municipal Entities | 465 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Edward Doyle Loughlin
SENIOR VICE PRESIDENT
Llc Simc Holding
SHAREHOLDER
Sei Investments Company
MEMBER
Joseph Paul Ujobai
SENIOR VICE PRESIDENT
Wayne Montgomery Withrow
SENIOR VICE PRESIDENT
Norman Jeffrey Klauder
SENIOR VICE PRESIDENT
Kevin Patrick Barr
PRESIDENT
Kathy Ann Heilig
TREASURER/CONTROLLER
Office locations
4 offices in 3 states
PA
OAKSHQ
LONDON
IL
CHICAGO
WA
SEATTLE
Advisors at this firm
Showing 100 of 126
Melissa Gaye Albanese
Investment Adviser Representative
Fakhri Shirazi Abdullayev
Investment Adviser Representative
James Francis Agasar
Investment Adviser Representative
Robert Lawson Ainsworth
Investment Adviser Representative
Megan Ann Allen
Investment Adviser Representative
Christopher Francis Arizin
Investment Adviser Representative
Luke Arizin
Investment Adviser Representative
Stanley Sroufe Barnes
Investment Adviser Representative
William P Berberich
Investment Adviser Representative
Ryan Edward Bivenour
Investment Adviser Representative
Catherine Elise Bock
Investment Adviser Representative
Brian David Bono
Investment Adviser Representative
Kevin Scott Brandenburg
Investment Adviser Representative
Jacob Thomas Bucha
Investment Adviser Representative
Frank Michael Byrd Jr
Investment Adviser Representative
Brian Ronald Barone
Investment Adviser Representative
Timothy James Black
Investment Adviser Representative
Adam Todd Booz
Investment Adviser Representative
Zachary John Button
Investment Adviser Representative
Jennifer Hickman Campisi
Investment Adviser Representative
Shedrick Deangelo Crawford
Investment Adviser Representative
Joseph Rosario Canestro
Investment Adviser Representative
Keith Patrick Carra
Investment Adviser Representative
Tyler Andrew Cashiola
Investment Adviser Representative
Ryan Cavanagh
Investment Adviser Representative
Caitlin Charlton
Investment Adviser Representative
Darren Chen
Investment Adviser Representative
Andrew John Chipego
Investment Adviser Representative
Michael Coccia
Investment Adviser Representative
Alexander Cohen
Investment Adviser Representative
Kristin Conlon
Investment Adviser Representative
Justin Eric Day
Investment Adviser Representative
Eric Lawrence Dunn
Investment Adviser Representative
Gary Steven Deoliveira
Investment Adviser Representative
Alexander Roman Deciantis
Investment Adviser Representative
Tatiana Cristina Parave Eckel
Investment Adviser Representative
Robert T Eckrote
Investment Adviser Representative
Kathleen Marie Fox
Investment Adviser Representative
Thomas Michael Frederick
Investment Adviser Representative
James George Faunce
Investment Adviser Representative
Jake Flannery
Investment Adviser Representative
Danielle Franklin
Investment Adviser Representative
Gabriel Garcia
Investment Adviser Representative
Timothy Bohdan Gregory
Investment Adviser Representative
Hayden Greer
Investment Adviser Representative
Michael J Harris
Investment Adviser Representative
Nicholas Hoffman
Investment Adviser Representative
Erich Anthony Holland
Investment Adviser Representative
Robert M Hum
Investment Adviser Representative
Andrew Humphrey
Investment Adviser Representative
Clayton Johnson
Investment Adviser Representative
Robert W Jones
Investment Adviser Representative
Kristin Anne Josephs
Investment Adviser Representative
Geoffrey Michael Knox
Investment Adviser Representative
Mariame Kouyate
Investment Adviser Representative
Joseph Kelly
Investment Adviser Representative
Robert J Kelly
Investment Adviser Representative
Anna Kim
Investment Adviser Representative
Walter Paul Kokol IV
Investment Adviser Representative
Jason Anthony Kolenda
Investment Adviser Representative
Melissa Marie Kretschmer
Investment Adviser Representative
Henry Andrew Kulik
Investment Adviser Representative
Jeffrey Paul Ladouceur
Investment Adviser Representative
John J Loughlin III
Investment Adviser Representative
Michael Farrin Lane
Investment Adviser Representative
Tyler Joseph Magie
Investment Adviser Representative
Michael Joseph Matkovic
Investment Adviser Representative
Charles Joseph Matthews IV
Investment Adviser Representative
Matthew McCloskey
Investment Adviser Representative
Karen Lynn McLaughlin
Investment Adviser Representative
Mark Mizzer
Investment Adviser Representative
Thomas George Murray
Investment Adviser Representative
Nicholas Albert Marchegiano
Investment Adviser Representative
Eric Martinez
Investment Adviser Representative
Brendan James McCabe
Investment Adviser Representative
Laura Merino McDonald
Investment Adviser Representative
Aaron Roger McInerney
Investment Adviser Representative
Joseph James McLaughlin III
Investment Adviser Representative
Edward Connor Millay
Investment Adviser Representative
Steven Ryan Miller
Investment Adviser Representative
Tigran Hovhannes Muradyan
Investment Adviser Representative
Florence Mwaura
Investment Adviser Representative
Harley Brett Nager
Investment Adviser Representative
John Jacob Norton
Investment Adviser Representative
Larissa Alejandra Noble
Investment Adviser Representative
Healy Conor O'Brien
Investment Adviser Representative
Duane Mitchell Oakes
Investment Adviser Representative
Karim Michael Ouazzi
Investment Adviser Representative
Benjamin Riggs Packer
Investment Adviser Representative
Gregory Mark Painter Jr
Investment Adviser Representative
Thomas Peter Pileggi III
Investment Adviser Representative
Matthew Early Potter
Investment Adviser Representative
Scott Thomas Prichard
Investment Adviser Representative
Andreas Jozea Papadourakis
Investment Adviser Representative
Natasha Minesh Patel
Investment Adviser Representative
Austin Paxton
Investment Adviser Representative
Matthew Pesot
Investment Adviser Representative
Cole Peters
Investment Adviser Representative
Samuel Matthew Politte
Investment Adviser Representative
Nathaniel Jermaine Poole
Investment Adviser Representative
Regulatory & compliance
CRD number
#105146
SEC Number
801-24593
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Minimum: $25,000,000 (waivable)
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
seic.comPhone
610-676-1000Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEI INVESTMENTS MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.