Signature Estate & Investment Advisors (SEIA), a nationally recognized wealth management firm, has agreed to acquire Select Money Management (SMM), an advisory business based in Aliso Viejo, California, with approximately $1.6 billion in assets under management.
This transaction marks SEIA’s second-largest acquisition in its history. It comes less than six months after the appointment of Matt Matrisian as president, signaling the firm’s accelerating momentum in building a scalable and nationwide platform for advisors and clients.
The acquisition will expand SEIA’s Southern California footprint with a new Orange County office and bring on 10 additional advisors and staff. SMM’s client base extends across the United States, and the deal includes a clear succession plan to ensure continuity for clients and advisors over the long term. Known for its consistent double-digit organic growth, SMM also brings specialized expertise in faith-based and values-driven investing, which complements SEIA’s existing offerings.
As part of the integration, SEIA will add AssetMark as a new custodial partner, enhancing its platform and providing both advisors and clients with expanded resources and capabilities. The firm will now operate 28 offices nationwide with more than 200 employees, overseeing over $30 billion in assets under advisement. SEIA’s long-term goal is to reach $100 billion in AUA within the next five years, driven by a three-pronged growth strategy: recruiting and developing advisors, acquiring culturally aligned firms, and expanding internally through its hub-and-spoke model.
This acquisition is SEIA’s third since launching its dedicated mergers and acquisitions strategy in late 2023, and the first since strengthening its leadership team with the addition of Matrisian and Brad Repinsky. The move underscores SEIA’s commitment to scaling nationally while maintaining its boutique, client-first culture, offering advisors the benefits of a large platform without sacrificing personalized service.
KEY QUOTES:
“Select Money Management shares our vision of holistic wealth management and long-term client care. Like SEIA, they have achieved impressive growth by combining sophisticated financial strategies with a full-service platform that supports clients across investments, planning, and beyond. Their momentum reflects the same high-quality approach that has fueled SEIA’s success, making them a natural partner as we continue to scale nationally and build a destination for top-tier advisors and their clients.”
Matt Matrisian, President at SEIA
“This partnership is about continuity and care. Our clients will continue working with the same trusted advisors they know, now with access to SEIA’s expanded resources and capabilities. Partnering with SEIA provides the stability, scale, and succession planning needed to serve families for generations to come.”
Tony Amaradio, Founder & Chief Strategist of Select Money Management
“This acquisition reflects SEIA’s commitment to partnering with firms that are both culturally aligned and poised for growth. Equally important, it ensures long-term succession and continuity for SMM’s clients, while expanding SEIA’s capabilities nationwide. Together, we’re ensuring continuity for clients today while positioning the combined firm for long-term success.”
Cameron Stagg, Director of M&A at SEIA
