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SEI INVESTMENTS MANAGEMENT CORP

OAKS, PA · CRD 105146 · IAPD ↗ · seic.com · 610-676-1000

$216.43BRegulatory AUM
226Advisory reps
434Employees
0Clients
251-500Planning clients
17Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — SEI INVESTMENTS MANAGEMENT CORP grew from 221 to 226 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — SEI INVESTMENTS MANAGEMENT CORP grew from 192 to 223 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.