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Sequoia Financial Group

Akron, Ohio

Website:

https://www.sequoia-financial.com/

117756

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Akron, Ohio

Website:

https://www.sequoia-financial.com/

Leadership Interview

Company Details

Approximate AUM

$19,964,189,243

Fee model

Fee Only Flexible

Number of employees

250

Custodians

Fidelity

Description

Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, we manage over $17 billion in investment assets. Due to our consistent organic growth—three times the industry average—and the depth and breadth of our services, Sequoia has been recognized by Barron’s as a top wealth manager since 2018.

Locations

1408 N Westshore Blvd Tampa FL 33607

823 Cypress Village Blvd Sun City Center FL 33573

Private Residence Boca Raton FL

Private Residence Winter Springs FL

80 Blanchard Rd Ste 201 Burlington MA 1803

6095 Parkland Blvd Ste 210 Cleveland OH 44124

5480 Corporate Dr Troy MI 48098

5480 Corporate Dr Ste 100 Troy MI 48098

5000 Horizons Dr Columbus OH 43220

3555 Timmons Ln Ste 800 Houston TX 77027

3500 Embassy Pkwy Ste 100 Akron OH 44333

21420 Greater Mack Ave Saint Clair Shores MI 48080

3500 Embassy Pkwy Akron OH 44333

23b Shelter Cove Ln Ste 201 Hilton Head Island SC 29928

2000 Auburn Dr Ste 350 Beachwood OH 44122

2000 Auburn Dr Ste 400 Beachwood OH 44122

200 Concord Plaza Dr Ste 500 San Antonio TX 78216

151 N Franklin St Ste 575 Chicago IL 60606

1410 N West Shore Blvd Ste 410 Tampa FL 33607

1350 Euclid Ave Ste 800 Cleveland OH 44115

1205 Westlakes Dr Berwyn PA 19312

1205 Westlakes Dr Ste 270 Berwyn PA 19312

104 Woodmont Blvd Ste 320 Nashville TN 37205

Services Offered

No items found.

Recent News

Sequoia acquires $300m South Carolina RIA

The acquisition of Family Asset Management is Sequoia’s first since it unveiled a strategic partnership with accounting firm Eide Bailly in August.

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVista, LLC (AltruVista), an SEC-registered investment advisor that provides independent and holistic financial planning and asset management services to high-net-worth clients. The transaction closed March 31. Financial terms were not disclosed.

Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO

Akron, Ohio-based Sequoia provides asset management and planning services across the wealth continuum—from individuals to family offices—with locations throughout the United States. Sequoia was named by Barron's as one of the top RIA firms in the U.S. in 2022 for the fourth consecutive year. Founded in 1991, Sequoia employs more than 200 people.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Fee Only Flexible

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Fidelity

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Sequoia Financial Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Sequoia Financial Group's Ideal Partner

Company Videos

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Sequoia Financial Group

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Sequoia Financial Group's Ideal Partner

Company Videos

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