SEI Private Trust
$156B reported client assets across 55 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 40 firms that reported SEI Private Trust in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 16 cohort firms, FY2018: 17 cohort firms, FY2019: 22 cohort firms, FY2020: 22 cohort firms, FY2021: 27 cohort firms, FY2022: 31 cohort firms, FY2023: 31 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sei Investments Management Corp | $123B | $216B | 56.8% | 03/31/2026 |
| Choate Investment Advisors Llc | $9.0B | $10.0B | 89.7% | 03/30/2026 |
| Sarofim Trust Co., Lta | $4.7B | $13.0B | 36.5% | 03/20/2026 |
| Nichols & Pratt Advisers Llp | $2.1B | $2.4B | 86.4% | 03/30/2026 |
| Franklin Street Advisors, Inc. | $2.1B | $4.5B | 46.0% | 03/30/2026 |
| Diversified Enterprises, Llc | $1.9B | $2.8B | 68.4% | 03/22/2026 |
| Everhart Financial Group Inc | $1.8B | $2.5B | 72.7% | 03/27/2026 |
| J.M. Forbes & Co. Llp | $1.7B | $1.7B | 100.0% | 03/12/2026 |
| Vantage Wealth Management, Llc | $1.1B | $1.1B | 93.7% | 03/13/2026 |
| Main Street Retirement Planning, Llc | $717M | $717M | 100.0% | 01/15/2026 |
| Front Street Capital Management, Inc. | $492M | $862M | 57.1% | 03/26/2026 |
| Eagle Global Advisors Llc | $412M | $3.1B | 13.3% | 03/28/2026 |
| N | $389M | $436M | 89.3% | 03/31/2026 |
| Wealthvalues, Llc | $387M | $467M | 83.0% | 03/30/2026 |
| Syverson Strege & Company | $374M | $911M | 41.1% | 03/04/2026 |
| Bco Wealth Management, Llc | $360M | $360M | 100.0% | 02/04/2026 |
| Turning Point Benefit Group, Inc. | $347M | $339M | 102.3% | 04/01/2026 |
| Veery Capital, Llc | $328M | $971M | 33.8% | 03/13/2026 |
| Legacy Wealth Management, Llc | $310M | $455M | 68.1% | 02/21/2026 |
| N | $300M | $335M | 89.3% | 01/20/2026 |
| Antoine Williams & Associates Wealth Management, Llc | $295M | $295M | 100.0% | 02/13/2026 |
| Omega Wealth Management Llc | $295M | $310M | 95.2% | 03/20/2026 |
| Equity Services, Inc. | $287M | $2.8B | 10.3% | 03/30/2026 |
| Varra Wealth Management Llc | $275M | $306M | 90.0% | 03/25/2026 |
| Barr Financial Services, Llc | $269M | $269M | 100.0% | 01/27/2026 |
| Gradient Securities, Llc | $264M | $608M | 43.4% | 03/31/2026 |
| Risk Management Group, Llc | $200M | $200M | 100.0% | 03/28/2026 |
| Strategic Advisory Services, L.L.C. | $184M | $185M | 99.4% | 03/03/2026 |
| Apeiron Ria Llc | $175M | $852M | 20.5% | 03/25/2026 |
| Cornermen Financial, Llc | $173M | $173M | 100.0% | 03/03/2026 |
| Delaware Avenue Wealth Planners, Llc | $163M | $256M | 63.6% | 03/27/2026 |
| Bluechip Wealth Advisors Llc | $157M | $666M | 23.6% | 03/30/2026 |
| Burgess Investment Group, Llc | $147M | $147M | 100.0% | 03/04/2026 |
| Alvin Clay Financial Advisors, Llc | $147M | $187M | 78.6% | 03/27/2026 |
| Blue Point Financial, Inc. | $145M | $153M | 94.7% | 03/24/2026 |
| Cassady Wealth & Retirement Planning L.L.C. | $144M | $243M | 59.2% | 03/16/2026 |
| Wellspring Advisors, Inc. | $143M | $152M | 93.8% | 03/31/2026 |
| Masterpiece Capital, Llc | $125M | $125M | 100.0% | 03/25/2026 |
| Jansen Wealth Management Llc | $119M | $132M | 89.7% | 03/09/2026 |
| Equity Advisors Of Kentucky Inc | $113M | $142M | 80.0% | 03/26/2026 |
| Signature Financial Services, Ltd | $111M | $274M | 40.4% | 03/13/2026 |
| Plan2 Thrive Financial, Llc | $106M | $148M | 71.5% | 02/17/2026 |
| Cornerstone Professional Advisor Services, Llc | $99.4M | $110M | 90.2% | 03/19/2026 |
| The Kocen Financial Group, Inc. | $88.4M | $186M | 47.5% | 03/31/2026 |
| Cedar Mountain Advisors, Llc | $84.1M | $1.2B | 7.0% | 03/24/2026 |
| Hallett Investments, Llc | $72.0M | $158M | 45.6% | 03/09/2026 |
| Richey Advisors, Inc. | $62.6M | $136M | 46.1% | 04/04/2025 |
| Synergy Investment Management Llc | $56.5M | $681M | 8.3% | 03/11/2026 |
| Mack Investment Securities, Inc. | $48.2M | $303M | 15.9% | 03/31/2026 |
| Lunin Pack Planning And Advice, Llc | $32.4M | $32.4M | 100.0% | 03/31/2026 |
| Westmark Wealth Management, Llc | $18.5M | $195M | 9.5% | 03/10/2026 |
| Wealthcare Asset Management, Llc | $5.2M | $197M | 2.7% | 02/16/2026 |
| Glass Retirement Strategies, Inc. | $2.2M | $20.1M | 11.0% | 03/31/2026 |
| Federal Prep Advisors, Inc. | $1.0M | $80.1M | 1.3% | 03/12/2026 |
| Legacy Wealth Management Inc. | $31.0K | $251M | 0.0% | 02/16/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.