M&A

Sequoia Financial Group Acquires Colorado Wealth Manager Quish

by Sequoia Financial Group

October 22, 2026

AKRON, Ohio and BOULDER, Colo., Oct. 21, 2026 – Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with more than $36 billion in assets under management as of September 30, 2026, has acquired Quish, a Boulder, Colorado-based independent family office and wealth management firm. Mariah Quish, founder and principal, has joined Sequoia Financial and will be part of the firm’s Sequoia Sentinel Family Office team. Terms of the transaction were not disclosed.

Founded in 2008, Quish provides bespoke portfolios and legacy planning for families and individuals. As of September 30, 2026, Quish managed more than $175 million in client assets.

Through the acquisition, Quish clients now have access to expanded solutions tailored to the complexity and source of their wealth. This includes Sequoia Financial’s diverse advisors and specialists who integrate investment, retirement, tax, estate, risk management, and charitable giving disciplines into a holistic plan, a broad platform of investments, and a range of services through Sequoia Sentinel Family Office that are personalized for multi-generational wealth. Quish will operate under the Sequoia Financial brand.

“Mariah has built an exceptional advisory practice centered on a highly personalized client experience, and we are thrilled that she and the families she serves are joining Sequoia Financial,” said Tom Haught, chairman and CEO of Sequoia Financial. “Together, we can continue to broaden the resources we offer to clients as we expand in the western United States.”

Quish added, “There is nothing I enjoy more than working directly with families to help them accomplish their goals and use their wealth for good. I’m honored to partner with a team that shares my passion and approaches this meaningful work with integrity and care.”

Sequoia Financial’s transaction with Quish follows the firm’s acquisition of BSW Wealth Partners, another Boulder-based wealth management firm with $2.3 billion in client assets under management as of June 30, 2026. In August, Sequoia Financial acquired All Star Financial, a Twin Cities-based wealth manager with $1.3 billion in client assets under management and advisement as of June 30, 2026.

Sequoia Financial now supports approximately 11,000 client households from more than 40 offices, with clients in all 50 states and the District of Columbia.

Warner Norcross + Judd LLP served as Quish’s legal advisor.

About Sequoia Financial Group

Sequoia Financial Group, LLC, founded in 1991, takes an integrated, client-centered approach to wealth management, including investment management, tax planning, retirement planning, estate planning, risk management and charitable giving. The firm is a fiduciary advisor with a team-based service model focused on long-term planning to help clients reach their financial and life goals. In 2026, Sequoia was named by Barron’s as one of the top RIA firms in the U.S. for the eighth consecutive year. Sequoia Financial has more than $36 billion in assets under management as of September 30, 2026. For more information, visit www.sequoia-financial.com.

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

In September 2026, Sequoia placed 20th on the Barron’s 100 Top RIAs 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 on 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 was spent in 2026 to promote the award in marketing collateral.

The views expressed represent the opinion of Sequoia Financial Group. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Sequoia believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sequoia’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. Past performance is not an indication of future results. Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.