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SEI Investments SEIC Investment Advisors — Total Revenue

Other segment segments

Private Banks
$156.88M
Institutional Investors
$69.7M+0.5%
Investments In New Businesses
$9.46M-42.8%

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Other financials

Income statement

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Revenue$641.6M+14.7%
Operating income$197.0M+32.6%
Net income$195.7M-13.8%
EPS (diluted)$1.59-10.7%

Balance sheet

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Cash & equivalents$395.7M-47.0%
Total debt$67.9M+134%
Total equity$2.5B+6.9%
Total assets$380.2M-85.5%

Cash flow

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Operating cash flow$125.8M+30.3%
CapEx$8.6M+128%
Free cash flow$117.2M+26.3%

Valuation

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Market cap$12.57B+15.3%
Enterprise value$12.25B+20.2%
P/E17.8×+2.0×
P/S5.1×+0.2×

Profitability

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Operating margin28.9%+1.9pp
Net margin28.8%-2.4pp
FCF margin28%+0.2pp

Returns & leverage

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Return on equity29.2%-0.8pp
Debt / equity0.0×
Current ratio5.1×-1.1×

Where this comes from

Reported directly by SEI Investments in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: SEI Investments’s 10-Q, filed July 27, 2026.

Filed
Jul 27, 2026, 3:00 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000350894-26-000048
Line itemInvestment ManagersPrivate BanksInvestment AdvisorsInstitutional InvestorsInvestments In New BusinessesTotal
Total revenue$227,679$156,879$177,897$69,702$9,460$641,617
Less:
Operations & services96,64357,11350,83320,7472,515227,851
Sales, marketing & client service11,36312,48820,4099,3912,59756,248
Technology services & infrastructure13,57830,5448,8281,5611,33355,844
Strategic initiatives & new business development11,33920,38719,8093,6682,96658,169
Other segment expenses (1)3,1554,6881,9871,45962811,917
Total segment expenses136,078125,220101,86636,82610,039410,029

Item 1. Financial Statements.

FAQ

What is SEI Investments's investment advisors — total revenue?
SEI Investments (SEIC) reported investment advisors — total revenue of $177.9M in Q2 2026.
How has SEI Investments's investment advisors — total revenue changed year-over-year?
SEI Investments's investment advisors — total revenue increased by 29.7% year-over-year, from $137.19M to $177.9M.
What is the long-term trend for SEI Investments's investment advisors — total revenue?
Over 4 years (2021 to 2025), SEI Investments's investment advisors — total revenue has grown at a 4.6% compound annual growth rate (CAGR), from $482.95M to $577.4M.
What does investment advisors — total revenue mean?
Represents the total gross income generated by the Investment Advisors business segment from providing investment management, advisory, and administrative services to financial advisors. This metric captures the top-line performance of the segment before accounting for any operating or administrative expenses.

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