We’re certainly proud of what we have accomplished.

We know the effort and dedication it took to get here—starting out 25 years ago from an entrepreneur’s idea of what a financial planning firm should be. But our honors represent more than just a job well done. We feel they reaffirm our clients’ decisions to trust us with their financial futures. And that’s the real reward for us.

In addition to our advisors’ professional achievements, such as being one of a select handful of independent advisors nationwide to serve on Schwab’s National Advisory Board; serving on the ValMark Securities, Inc. National Advisory Board; serving on Schwab’s Retirement Business Services Trust & Custody Advisory Board; and other individual honors, financial advisory board appointments and college professorships, below is a listing of some of our firm’s current national and local honors.


 

Accounting Today
Accounting Today's Wealth Magnet Top Firms
2011 - 2016

This is an annual report that ranks CPA firms across the nation involved in financial planning. The ranking is determined by assets under management. In 2016 Sequoia Ranked in the Billion Dollar Club as determined by Accounting Today with assets under management totaling $1,850,680,073 at the time of submission. 

Barron's
Barron's Top Advisors
2012-2016

Barron's listing is comprised of the leading advisors in each state. Factors encompassed in the rankings include revenue produced for the firm, regulatory record, quality of practice, and philanthropic work where past performance is not indicative of future results.

Cascade Capital Corporation
Cascade Capital Corporation Business Growth Award
2009–2015

This program honors small businesses located in local counties that have prominently increased sales and/or employment over the past five years. Winning companies’ sales must have increased by 100% or $5 million during the year, and the company’s full-time employee total must have increased by 50% or 25 employees.

Crain's Cleveland Business
Crain’s Cleveland Largest Investment Advisors
2011, 2013

Managing approximately 3,400 local accounts and $846 million of assets, Sequoia ranked #8 on Crain’s 2013 list of largest investment advisors. Advisers on this list are ranked by assets under management locally.

Financial Advisor
Financial Advisor - 2013
2013 - 2016

A list of top Registered Investment Advisors (RIAs) in the nation. The firm ranked 120th out of 610 firms on the magazine’s annual ranking of independent advisory firms. Managing approximately 1.85 million dollars of assets at the time of submission, the firm experienced nearly 21% growth in assets between 2014 and 2015.

Inc. 5000 List
2014; 2015

Inc. 5000 List recognizes the nation’s 5000 fastest-growing private companies according to percentage of revenue growth over a four-year period. In 2014, Sequoia ranked number 3283. Presented by Inc. magazine. Learn more about this award

Leading Edge
Leading Edge
2013

This award was developed by the Entrepreneurs EDGE to recognize value-creating, mid-sized companies in the region. Qualifying companies operate within the 17 counties of Northeast Ohio and generate revenues up to $750 million, a portion of which must come from outside the region. Companies are identified by the value they create in our regional economy, based on a sum of their earnings before interest and taxes and total taxable compensation for all Northeast Ohio-based employees.

NEO Success Award
NEO Success Award
2011–2015

The NEO Success Award annually recognizes the top-performing companies in northeast Ohio. To be eligible for the award, companies needed to have shown revenue or employment growth over the past three years, while not having lost more than five percent in the other category.

Pillar Award
Pillar Award
2012

The Medical Mutual Pillar Award for Community Service, developed by Smart Business Magazine and Medical Mutual, honors businesses and individuals who go beyond the minimum expectation of community service. It may consist of charitable giving, volunteerism, pro bono work or other forms of giving back. Each nominee was judged based on impact relative to its size and strength rather than overall size of the contribution or effort.

Wealth Manager Magazine’s Annual Top Advisory Firms
2007, 2012

This ranking recognizes the top advisory firms nationwide. Eligible firms must be a Registered Investment Advisor with their own IARD/CRD number. Half of the clients must be individuals, and firms must offer financial planning services.

Weatherhead 100
Weatherhead 100
2009–2013, 2016

The Weatherhead 100 designates more than 100 of the fastest growing companies in northeast Ohio based on revenues from the previous four years.