Signature Investment Advisors, LLC
SEC RegisteredA higher level of complexity requires a higher level of experience
About the firm
Signature Investment Advisors (SIA) is a Registered Investment Advisory Firm and affiliate of Signature Estate & Investment Advisors, established in 1997. The firm offers comprehensive and ongoing wealth management services, managing $29.4 billion in assets as of 3/31/2026.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive and ongoing wealth management services, including tailored investment management portfolios, in-depth investment analysis and market outlook communications, and disciplined management of long-term goals and objectives.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,707 | $3.9B |
| High Net Worth Individuals | 1,747 | $2.7B |
| Charitable Organizations | 24 | $38M |
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity/Blended $250K-$999,999 | 1.20% |
| Equity/Blended $1M-$2,499,999 | 1.00% |
| Equity/Blended $2.5M-$4,999,999 | 0.90% |
| Equity/Blended $5M-$9,999,999 | 0.80% |
| Equity/Blended $10M+ | 0.00% |
| Fixed Income $250K-$999,999 | 0.73% |
| Fixed Income $1M-$2,499,999 | 0.65% |
| Fixed Income $2.5M-$4,999,999 | 0.57% |
| Fixed Income $5M-$9,999,999 | 0.47% |
| Fixed Income $10M+ | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Signature Investment Advisors, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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