SEI Investments has agreed to take a majority stake in Stratos Wealth Holdings, a family of companies that supports a network of independent financial advisers, for about $527 million in cash.

SEI® (NASDAQ: SEIC) has announced a strategic partnership and investment in Stratos Wealth Holdings, a move aimed at expanding its footprint in the independent financial advisor space.

Q2 2025 Management View CEO Ryan Hicke highlighted SEI's strategic investment in Stratos, describing it as "a leader in the independent advisory space with a proven track record in organic growth, ...

Certain legacy Stratos equity holders will continue to own 42.5%, which is subject to put/call rights that, if fully exercised, will result in SEI owning 100% of the entity.

SEI will pay for the stake with about $527 million in cash, it said, while legacy equity holders in Stratos will own the outstanding 42.5%.

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI <su ...

In other recent news, SEI Investments Company reported its Q1 2025 earnings, exceeding analyst expectations with an earnings per share (EPS) of $1.17, compared to the projected $1.15.

OAKS, Pa., July 18, 2025 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to ...