Signature Estate & Investment Advisors has named Matt Matrisian as president, part of an ongoing effort to expand the firm’s national footprint following a year of record growth.
The Los Angeles-based RIA, which surpassed $30 billion in assets under advisement in 2024, reported a more than 30 percent increase in AUA over the past year.
In his new role, Matrisian will co-lead the firm's national expansion strategy alongside chief executive officer Brian Holmes, with a focus on acquisitions, organic growth initiatives and advisor support.
“Leveraging my experiences across M&A, technology, and advisor engagement to accelerate SEIA's national expansion is incredibly exciting,” Matrisian, who's stepping into the president role at SEI on Monday, said in a statement. “I look forward to building on the firm's momentum and creating scalable growth opportunities that will benefit both advisors and their clients.”
Matrisian joins SEIA with more than 15 years of experience in mergers and acquisitions and strategic growth, including leadership roles at AssetMark and Raymond James Financial.
During his tenure at AssetMark – where he progressed through a variety of key leadership roles including senior vice president and chief channel officer and, most recently, head of client growth – he helped grow the platform to over $140 billion in assets under management, overseeing initiatives across enterprise sales, business consulting and post-acquisition organizational design.
One of Matrisian’s priorities at SEIA will be strengthening the infrastructure and resources available to its advisors, with an emphasis on enhancing services around estate, tax and financial planning.
He is also expected to help drive consistent client experiences across the firm’s expanding network of offices.
“Matt's proven track record in M&A, channel expansion, scaling wealth management platforms and advisor technologies makes him the ideal leader to help us expand our national footprint,” said Holmes.
As part of its broader leadership realignment, SEIA also named Eric Rosen as chief growth and strategy officer and Howard Chen as chief operating officer.
The firm has bolstered its advisor and home office ranks by 58 hires over the past year, while adding locations in Arizona, South Florida, Utah, San Francisco and Tennessee.
That includes its acquisition of $2 billion RIA Cedar Brook in Cleveland, announced in April last year, and a Hollywood advisor who came home to SEIA in a full-circle moment in December after it acquired her firm.
Additional offices in North Carolina and Texas are expected to open soon.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
