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Number of employees. 4,700 (2022) Website. www .seic .com. SEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". [1]
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LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
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Turnkey asset management program. A turnkey asset management program (TAMP) is a program for independent financial advisors, typically fiduciaries, to outsource the management of some or all of their clients' assets. [1] Certified public accountants, law firms and banks have adopted use of the program relatively recently.