Signature Estate & Investment Advisors Acquires Beverly Investment Advisors
December 4, 2024
Signature Estate & Investment Advisors (SEIA) has acquired Beverly Investment Advisors, bringing founder Canon Price back to SEIA after 22 years. Price's practice — built to roughly $300 million in assets under advisement — will leverage SEIA's platform, technology and succession planning resources to serve clients and expand services.
- Buyers
- Signature Estate & Investment Advisors (SEIA)
- Targets
- Beverly Investment Advisors
- Sellers
- Beverly Investment Advisors, Canon Price
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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