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SEI InvestmentsInvestment advisor in Phoenixville, PA

SEI Investments is an investment advisor at 1 Freedom Valley Dr, Oaks, PA 19456, ranked #2 of 93 investment advisors in Phoenixville and rated 3.6 from 36 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Phoenixville, PAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about SEI Investments
Address1 Freedom Valley Dr, Oaks, PA 19456, Phoenixville, PAGet directions
Phone(800) 342-5734
Websiteseic.com
Google rating3.6 from 36 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Investment Advisorsmain specialtyGoogle main category
  • Financial Advisorsadditional Google category

Service area

Serves Phoenixville and 11 towns within 25 miles: West Norriton, King of Prussia, Norristown, Limerick, Wayne, Radnor, Lansdale, Broomall, Ardmore, Pottstown and Montgomeryville.

Based in Phoenixville, PAView on map

Questions about SEI Investments

How is SEI Investments ranked in Phoenixville?

SEI Investments is ranked #2 of 93 investment advisors in Phoenixville by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does SEI Investments serve?

Serves Phoenixville and 11 towns within 25 miles: West Norriton, King of Prussia, Norristown, Limerick, Wayne, Radnor, Lansdale, Broomall, Ardmore, Pottstown and Montgomeryville. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about SEI Investments?

SEI Investments has a rating of 3.6 from 36 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SEI Investments?

Call SEI Investments on (800) 342-5734. The business is at 1 Freedom Valley Dr, Oaks, PA 19456, Phoenixville, PA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

SEI Investments compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
SEI Investments (this business)—673.6 (36)——
Mainline Capital Investment Associates, LLC#1674.7 (15)NoNo6.7 mi
Retire Ready Financial Group, LLC#3675.0 (1,179)YesYes8.1 mi
Black Jew Wealth Coach#4665.0 (38)NoNo19.0 mi

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