Signature Estate & Investment Advisors (SEIA) Expands National Footprint with $1.6 Billion Select Money Management Planned Acquisition

Second-largest acquisition in SEIA's history underscores commitment to scalable growth and multi-generational client service.

LOS ANGELES, Sept. 9, 2025 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA), a nationally recognized wealth management firm, today announced it has agreed to acquire Select Money Management (SMM), a fast-growing wealth management firm based in Aliso Viejo, California, with approximately $1.6 billion in assets under management (AUM). The transaction represents SEIA's second-largest acquisition to date and comes less than six months after the firm appointed Matt Matrisian as President, underscoring SEIA's momentum and commitment to building a scalable national platform for advisors and their clients. Since partnering with Reverence Capital Partners in 2022, SEIA has accelerated its M&A strategy and national expansion.

The acquisition expands SEIA's Southern California presence with a new Orange County office in Aliso Viejo and 10 additional advisors and staff, while also adding a client base that extends nationwide. The partnership also provides a clear succession plan for SMM's clients and advisors over time, ensuring continuity of trusted relationships while giving expanded access to SEIA's scale and resources for generations to come. SMM has achieved consistent double-digit organic growth over the past several years and brings specialized expertise in faith-based investing and values-driven financial strategies, complementing SEIA's own growth trajectory.

"Select Money Management shares our vision of holistic wealth management and long-term client care," said Matt Matrisian, President at SEIA. "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."

"This partnership is about continuity and care," said Tony Amaradio, Founder & Chief Strategist of Select Money Management. "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."

With this acquisition, SEIA is adding AssetMark as a new custodial partner, strengthening its platform and providing advisors and clients with enhanced resources and capabilities. The firm also grows to 28 offices nationwide and over 200 employees, further expanding its national reach and advisory capabilities. SEIA has been executing a national growth strategy, now exceeding $30 billion in assets under advisement (AUA) with a target of $100 billion over the next five years. SEIA's three-pronged approach—advisor recruitment and development, acquiring culturally aligned firms, and enabling internal expansion through its hub-and-spoke model—continues to position the firm as a national destination for advisors seeking scale and long-term succession solutions.

This acquisition marks SEIA's third since launching its dedicated M&A strategy in late 2023 and its first since expanding the leadership team with the additions of Matt Matrisian and Brad Repinsky, reflecting the firm's commitment to building a scalable, national platform while maintaining its boutique, client-first culture.

"This acquisition reflects SEIA's commitment to partnering with firms that are both culturally aligned and poised for growth," said Cameron Stagg, Director of M&A at SEIA. "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."

Greenberg Traurig, LLP served as legal counsel to SEIA in connection with the transaction and Transaction Legal Services, Inc. served as legal counsel for Select Money Management. 

SEIA's commitment to culture, continuity, and scale has earned the firm recognition as one of Financial Planning's "52 Best RIAs to Work For" and a #21 ranking on Barron's 2024 Top RIAs list.

Advisors interested in exploring partnership opportunities and SEIA's resources can learn more at seia.com/advisors.

About SEIA
Founded in 1997, Signature Estate & Investment Advisors, LLC^® (SEIA) is an investment advisory firm based in Los Angeles, California that provides comprehensive investment management, financial planning, and estate and tax planning. Through SEIA's broker-dealer, Signature Estate Securities, LLC (SES), advisors can also offer clients a diverse range of financial products. With 28 offices nationwide, SEIA is committed to the communities it serves. The SEIA Signature Fund for Giving supports Southern California youth and has raised over $2 million for local youth-based charities. SEIA has been backed by Reverence Capital, a NY-based private equity firm, since 2022. For more information, visit seia.com.

About Select Money Management, Inc.
Select Money Management, Inc. (SMM) is a registered investment advisor based in Aliso Viejo, California, providing holistic wealth management to individuals, families, and institutions nationwide. Founded on values-driven financial planning, SMM specializes in portfolio management, tax and estate planning integration, and long-term client relationship management. The firm manages approximately $1.6 billion in client assets and serves clients both in Southern California and across the country.

SOURCE Signature Estate & Investment Advisors, LLC