Sequoia Financial Group Earns Eighth Consecutive Recognition on Barron’s list of Top 100 RIA Financial Firms

For the eighth consecutive year, Sequoia Financial Group has been named to Barron’s list of Top 100 RIA Firms, underscoring Sequoia’s consistent commitment to excellence in wealth management and family office client experiences. Ranked 20th across the nation, this distinguished honor signals Sequoia’s financial strength, referrable client service, operational sophistication, and forward-looking practices as among the leading RIAs in the United States. This recognition also reinforces the firm’s commitment to delivering an integrated wealth management experience that stands up to rigorous standards and performance across the industry’s leading firms.

“Being once again named to the Barron’s Top 100 list reflects the people of Sequoia and the work our teams do for our clients every day,” said Tom Haught, Chairman and CEO of Sequoia Financial Group. “We have some of the best talent in the industry, and I am inspired by our ongoing momentum. There are no priorities more critical than putting our clients at the center of all we do, and being named to the Barron’s list supports our commitment to remaining a trusted partner for the families we serve.”

Nationally recognized as a leading investment and financial news publication, Barron’s has built its decades-long reputation covering finance, investment advising, and wealth management. Its rankings are widely used by investors, wealth managers and media as a benchmark of quality. Barron’s combines publicly available data, firm-supplied information, third-party verification and qualitative scoring. It ranks RIA firms annually based on a rigorous review of quantitative and qualitative measures, including assets under management, growth, technology investments, team structure, and regulatory and compliance record.

Disclosure:

In September 2026, Sequoia placed 20th on the Barron’s list for 2026. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based off a 102-question survey. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. No fees in any years awarded were paid or incurred to receive this recognition. $53,658 will be spent to promote the 2026 award in marketing collateral. To view the full Barron’s rankings, click here.