Stronger Together
A Legacy Worth Building Upon
TOP 10
RIA Acquirer in 2023*
*Source Fidelity M&A Transaction Reporting. Fidelity compiled this data from public information M&A activity from January 01 2023 to December 31 2023.
16
Strategic Partnerships To Date
$27.6B
Assets Under Management
*As of 6/30/2025
Real Stories.
Real Deals.
We’re not just acquirers, we're partners. There's power in that collaboration.
We’ve guided over a dozen integrations, growing Sequoia into a Top 10 national RIA with $27.6B* in AUM. Through it all, we’ve stayed true to our entrepreneurial roots and people-first approach.
What we’ve learned: the best partnerships start with shared values, client commitment, a drive to grow, and a belief that we’re stronger when we bring the best of each firm forward.
Hear directly from our founder partners.
*As of 6/30/2025
The Power of Collaboration
As a founder, you've poured your energy, vision, and heart into building something lasting.
Now, you're exploring what’s next, how to protect your legacy, elevate your team, and ensure continued success for your clients.
At Sequoia Financial Group, we honor that journey. Our BUILT FOR YOU promise means every partnership is custom-tailored to your firm’s unique history, culture, and goals. We collaborate with founders to build a plan that safeguards what makes your firm special while opening new doors for growth, innovation, and deeper impact.
A Partnership Built to Last
We take pride in helping firms reach their full potential. When you join Sequoia Financial Group, you tap into the scale, support, and strategic thinking needed to elevate every area of your business without losing what makes it yours.
Sequoia's Commitment to Partner Firms
Superior client experiences through segmentation
Advisor lead, tech-enabled growth
Multi-channel organic growth
Bi-directional integration
Entrepreneurial culture + operational strength
Durable capital strength
Award Winning Team
By holding ourselves accountable to the core values of integrity, passion, and teamwork and delivering on our BUILT FOR YOU promise, Sequoia’s mission is to enrich more lives through an unparalleled integrated wealth management and family office experience.
On September 16, 2024, Sequoia placed 28th on the Barron’s list for the year 2024 (41st in 2023, 48th in 2022, 66th in 2021, 64th in 2020 and 47th in 2019). 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. $18,950 was spent in 2023, $6,940 was spent in 2022, $8,500 was spent in 2021, $0 in 2020, and $17,240 in 2019 for marketing collateral associated with the award to be used on social media, our website, and email signatures. To view the full Barron's rankings, click here.
On September 16, 2024, Sequoia placed 28th on the Barron’s list for the year 2024 (41st in 2023, 48th in 2022, 66th in 2021, 64th in 2020 and 47th in 2019). 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. $18,950 was spent in 2023, $6,940 was spent in 2022, $8,500 was spent in 2021, $0 in 2020, and $17,240 in 2019 for marketing collateral associated with the award to be used on social media, our website, and email signatures. To view the full Barron's rankings, click here.
M&A News From Sequoia
Sequoia Financial Group Recognized in Top 10 of “Best Financial Advisory Firms 2024” by USA Today, Statista
Sequoia Financial Group is thrilled to be recognized as one of the “Best Financial Advisory Firms 2024” by USA TODAY and Statista, landing among the Top 10. “We’re honored to be named among the Top 10 firms of USA TODAY and Statista’s ranking of “Best Financial Advisory Firms 2024,” says Sequoia Financial Group’s Executive Vice…
Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services
Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services AKRON, OHIO, Oct. 20, 2023 – Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $15 billion in assets under management as of Sept. 30, 2023, today announced it has entered into an agreement to acquire M Capital…
Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs
Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs AKRON, OHIO, Aug. 14, 2023 – Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management as of July 31, 2023, today announced it has entered into an…
Our Strategic Growth Team
At Sequoia, we don’t just understand your path, we’ve walked it. We know what it means to lead a firm, nurture a team, and put your name behind your work. That’s why our strategic growth team listens and doesn’t just evaluate numbers. We dig deep to understand your goals, your people, and your clients. And when we partner, we bring the full strength of Sequoia. What you will gain through partnership:
- A national footprint
- Award-winning firm
- Deep planning capabilities
- A family office experience
Integration Workstream
Let's Start the Conversation
Whether you’re actively exploring a transition or just beginning to think about your next chapter, we’re here to listen, learn, and share what a Sequoia partnership could look like for you.