Wealth Firm Earnings · SEIC
SEI earnings
Client assets, revenue and advisory assets, quarter by quarter, as SEI reports them for its Investment Advisors and Private Banks business, with the source for every number.
In Q2 2026, SEI reported $138B in client assets, up 19% from a year earlier. Revenue was $178M, up 30% year over year.
Quarter by quarter
Client assets
Total Platform assets (ending balance), Investment Advisors
- $116BQ2 2025
- $123BQ3 2025
- $126BQ4 2025
- $126BQ1 2026
- $138B$138BQ2 2026
Revenue
Revenues, Investment Advisors
- $137MQ2 2025
- $147MQ3 2025
- $156MQ4 2025
- $170MQ1 2026
- $178M$178MQ2 2026
Private Banks
Client assets
Total assets (ending balance)
- $39.1BQ2 2025
- $40.1BQ3 2025
- $41BQ4 2025
- $41.1BQ1 2026
- $43.6B$43.6BQ2 2026
Revenue
Revenues
- $141MQ2 2025
- $144MQ3 2025
- $150MQ4 2025
- $152MQ1 2026
- $157M$157MQ2 2026
Reading these numbers
- The headline figures are SEI’s Investment Advisors segment, which serves advisors. Private Banks is shown separately.
- Investment Advisors assets leave out Stratos Wealth Holdings, which SEI reports on its own line; segment revenue includes it from 2026.
Every figure and its source
Download CSV| Period | Figure | Value | Source |
|---|---|---|---|
| Q2 2026 | Total Platform assets (ending balance)Investment Advisors | $138B | SEC filingJuly 22, 2026 |
| Q2 2026 | Total assets (ending balance)Private Banks | $43.6B | SEC filingJuly 22, 2026 |
| Q2 2026 | RevenuesInvestment Advisors | $178M | SEC filingJuly 22, 2026 |
| Q2 2026 | RevenuesPrivate Banks | $157M | SEC filingJuly 22, 2026 |
| Q2 2026 | Total Platform assets under management (ending balance)Investment Advisors | $97.8B | SEC filingJuly 22, 2026 |
| Q2 2026 | Total assets under management (ending balance)Private Banks | $34.2B | SEC filingJuly 22, 2026 |
| Q1 2026 | Total Platform assets (ending balance)Investment Advisors | $126B | SEC filingApril 22, 2026 |
| Q1 2026 | Total assets (ending balance)Private Banks | $41.1B | SEC filingApril 22, 2026 |
| Q1 2026 | RevenuesInvestment Advisors | $170M | SEC filingApril 22, 2026 |
| Q1 2026 | RevenuesPrivate Banks | $152M | SEC filingApril 22, 2026 |
| Q1 2026 | Total Platform assets under management (ending balance)Investment Advisors | $90.1B | SEC filingApril 22, 2026 |
| Q1 2026 | Total assets under management (ending balance)Private Banks | $31.9B | SEC filingApril 22, 2026 |
| Q4 2025 | Total Platform assets (ending balance)Investment Advisors | $126B | SEC filingJanuary 28, 2026 |
| Q4 2025 | Total assets (ending balance)Private Banks | $41B | SEC filingJanuary 28, 2026 |
| Q4 2025 | RevenuesInvestment Advisors | $156M | SEC filingJanuary 28, 2026 |
| Q4 2025 | RevenuesPrivate Banks | $150M | SEC filingJanuary 28, 2026 |
| Q4 2025 | Total Platform assets under management (ending balance)Investment Advisors | $90.4B | SEC filingJanuary 28, 2026 |
| Q4 2025 | Total assets under management (ending balance)Private Banks | $31.9B | SEC filingJanuary 28, 2026 |
| Q3 2025 | Total Platform assets (ending balance)Investment Advisors | $123B | SEC filingOctober 22, 2025 |
| Q3 2025 | Total assets (ending balance)Private Banks | $40.1B | SEC filingOctober 22, 2025 |
| Q3 2025 | RevenuesInvestment Advisors | $147M | SEC filingOctober 22, 2025 |
| Q3 2025 | RevenuesPrivate Banks | $144M | SEC filingOctober 22, 2025 |
| Q3 2025 | Total Platform assets under management (ending balance)Investment Advisors | $88.6B | SEC filingOctober 22, 2025 |
| Q3 2025 | Total assets under management (ending balance)Private Banks | $31.2B | SEC filingOctober 22, 2025 |
| Q2 2025 | Total Platform assets (ending balance)Investment Advisors | $116B | SEC filingJuly 23, 2025 |
| Q2 2025 | Total assets (ending balance)Private Banks | $39.1B | SEC filingJuly 23, 2025 |
| Q2 2025 | RevenuesInvestment Advisors | $137M | SEC filingJuly 23, 2025 |
| Q2 2025 | RevenuesPrivate Banks | $141M | SEC filingJuly 23, 2025 |
| Q2 2025 | Total Platform assets under management (ending balance)Investment Advisors | $84.1B | SEC filingJuly 23, 2025 |
| Q2 2025 | Total assets under management (ending balance)Private Banks | $30.6B | SEC filingJuly 23, 2025 |
Questions
How much in client assets does SEI have?
SEI reported $138B in client assets (“Total Platform assets (ending balance)”, Investment Advisors) at the end of Q2 2026, according to its release on July 22, 2026.
When does SEI report earnings next?
SEI hasn’t announced its next earnings date yet. It is added here once the company announces it.