Brian Holmes of Signature Estate & Investment Advisors, LLC Ranked among Barron’s America’s Top 25 Independent Financial Advisors
- Brian Holmes, President and CEO of Signature Estate & Investment Advisors, is ranked #15 in Barron’s 2013 list of America’s Top 100 Independent Financial Advisors.
- This ranking marks Holmes’ seventh year of inclusion in Barron’s seventh annual Top 100 list.
- Holmes’ position on Barron’s list has moved up 4 spots from his #19 rank in the 2012 list.
LOS ANGELES, CA – September 17, 2013 – Signature Estate & Investment Advisors (SEIA), a full service wealth management firm headquartered in Southern California, today announced that Barron’s has recognized SEIA’s President and CEO, Brian Holmes, as #15 in their 2013 list of America’s top 100 independent financial advisors. Since its inception, Barron’s annual Top 100 list has included Holmes among its top 25 independent advisors.
This is Barron’s seventh annual ranking of top independent advisors. The editors at Barron’s focus on total assets under advisement and revenue generated by the advisor’s team, as well as the overall quality of the practice. Investment performance is not an explicit criterion, because clients’ investment goals vary. In many cases, the objective is preservation of wealth, rather than market-trouncing returns.
“Being included in this prestigious list since its inception is an honor,” said Brian Holmes. “I credit this success to our strong team at SEIA. We take a holistic approach to wealth management to provide our clients with more than financial products and high levels of customer service; it is rewarding to have our hard work recognized.”
The group’s assets under management grew an average of 16% over the past 12 months through June 30, the result of solid investment returns and new business. That growth rate is up from the 12% annual pace posted for advisors on Barron’s 2012 list. Barron’s ranked advisors, typically backed by sizeable teams of financial-service professionals, increased average assets under managment to $3.6 billion in 2013, up from $3.1 billion one year ago.
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About SEIA
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory Firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of the affluent investors and corporations. SEIA’s mission is to provide clients with a partnership that complements and exceeds their long-term goals and objectives. SEIA maintains offices in Los Angeles, Pasadena, Redondo Beach and Irvine, California and Vienna, Virginia. For more information, please visit www.seia.com.
Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. SEIA - 03122012-00745.