Signature Estate & Investment Advisors Makes Significant Strides in Industry Rankings as It Approaches 30th Anniversary

Signature Estate & Investment Advisors: A Beacon of Growth in Wealth Management

As Signature Estate & Investment Advisors (SEIA) nears its 30th anniversary, it has solidified its position as a leader in wealth management with significant advancements recognized by the industry. Recently, SEIA has achieved the remarkable feat of ranking No. 18 on Barron's 2026 Top 100 RIA Firms list, up from 19th position in 2025. This ascension not only underscores the firm’s strong performance metrics but also highlights its unwavering commitment to excellence in service and advisory capabilities.

Founded in 1997 by a dynamic group including Brian Holmes, Gary Liska, Mark Copeland, and Paul Taghibagi, SEIA has witnessed substantial growth over nearly three decades. Initially starting with just four partners, the firm has evolved into a formidable organization managing over $36 billion in assets. Remarkably, all four founders remain engaged with the firm, providing continuity of leadership and expertise which is pivotal in guiding SEIA into a new chapter.

Brian Holmes, who serves as both CEO and Co-Founder, reflects on the journey, stating, "We've grown significantly since four of us founded the firm in 1997, but growth has never simply been about becoming bigger. It’s about continuing to strengthen what we can provide to our advisors and clients and building a firm positioned to serve them for generations to come."

The firm's continuous evolution is evident in the broadening of its leadership team, with President Matt Matrisian spearheading the national growth strategy alongside Holmes. The expansion is not just in leadership; a commitment to enhancing infrastructure aimed at better serving clients is palpable across the organization. SEIA's Chief Operating Officer, Eric Rosen, and Chief Growth Officer, Matt Floit, signify the streamlined approach to fostering sustainable growth within the firm.

In addition to its ranking on the Barron's list, SEIA was also featured in the 2026 Inc. 5000 list, a testament to its status as one of America's fastest-growing private companies based on three-year revenue growth. Such accolades reflect a seamless melding of strategic planning and execution which highlights the effectiveness of the firm’s Signature Planning Process. This process stands at the core of SEIA's approach to comprehensive financial planning, earning finalist honors in three categories at the 2026 ThinkAdvisor Luminaries Awards.

The firm is commendably dedicated to offering a well-rounded portfolio of services that includes not just investment management but also meticulous tax planning and wealth management education. Under the guidance of Brad Repinsky, Esq., who heads the Estate, Tax, and Financial Planning divisions, SEIA has made substantial investments in specialized planning capabilities.

Looking ahead, SEIA is also set to launch new services such as SEIA Tax Services, led by Tim Gacsy, and broaden its family office capabilities via a collaboration with Baker Tilly Family Office. This expansion demonstrates the firm’s proactive strategy in addressing the intricate financial needs of high-net-worth clients, aligning their offerings with evolving market demands.

Matt Matrisian emphasized, "The foundation SEIA has built over nearly three decades gives us an incredible opportunity to continue evolving how we serve clients and support advisors." The commitment to integrating advanced technology and offering specialized expertise underscores SEIA’s readiness to meet increasingly sophisticated client needs.

As SEIA celebrates its storied past and prepares for an exciting future, its commitment to community engagement remains unwavering. Through its SEIA Signature Fund for Giving, the firm has committed over $2 million to support youth and charitable initiatives, reflecting its dedication not only to its clients but also to the broader community.

In conclusion, SEIA’s trajectory, marked by substantial growth and recognition in the wealth management sector, positions it well for continued success. With a blend of experienced leadership, commitment to innovation, and a focus on client-centered services, SEIA is poised to navigate the complexities of global wealth management while ensuring a strong legacy for future generations. To learn more about SEIA and its approach to wealth management, visit seia.com.