LOS ANGELES, CA--(Marketwired - September 28, 2016) - Brian Holmes, MS, CFP®, CMFC, AIF®, President and CEO of Signature Estate & Investment Advisors (SEIA), a full service wealth management firm headquartered in Southern California with $5.4 billion in client assets*, has been named to Barron's list of America's top 100 independent wealth advisors for the tenth year in a row. This year, Brian ranked in the top 50 of the list.
"A decade of inclusion on Barron's Top 100 list is evidence of SEIA's unwavering commitment to developing customized investment solutions and responsible asset growth for our valued clients," said Brian Holmes. "I'm proud to receive this honor and do so with great admiration and respect for my colleagues, from whom I continually learn and grow."
Barron's began ranking independent advisors in 2007. The editors at Barron's focus on total assets under advisement and revenue generated by the advisor's team, as well as the overall quality of the practice. Investment performance is not an explicit criterion, because clients' investment goals vary. In many cases, the objective is preservation of wealth, rather than market-trouncing returns.
Brian Holmes is featured in the September 26th issue of Barron's Best Advice Advisor Profile column, "How One Investment Advisor Is Betting on an Aging Bull," which discusses Brian's investing strategies, approach to holistic financial planning, and career trajectory. SEIA is an industry leader in sound, holistic financial advice. The firm's advisors have been featured in the Washington Post, Money Magazine, The Wall Street Journal and US News & World Report.
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory Firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of the affluent investors and corporations. SEIA's mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. SEIA maintains offices in Los Angeles, Pasadena, Redondo Beach and Newport Beach, California and Tysons Corner, Virginia. For more information, please visit www.seia.com.
*As of June 30, 2016. AUM is based on total client assets managed by SEIA and its subsidiary Signature Investment Advisors, LLC.
Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates.