Sequoia Financial Group Again Named Among Barron’s Top 100 RIAs
by Sequoia Financial Group
by Sequoia Financial Group
Barron’s, a leading investment and financial news publication, has named Sequoia Financial Group to its 2025 Top 100 RIA Firms list. Barron’s has listed Sequoia as #30 across the nation. This distinguished honor underscores Sequoia’s ongoing commitment to excellence in wealth management and family office client experiences.
What Is the Barron’s Top 100 RIA List & How Is It Compiled?
Barron’s ranks Registered Investment Advisor (RIA) firms annually based on a rigorous review of quantitative and qualitative measures. Key inputs include: assets under management; growth; technology investments; staffing, team structure, and diversity; succession planning; and regulatory and compliance record. Firms are invited to complete a detailed survey and provide data, which is then verified. Barron’s publishes its methodology, so investors and firms know how rankings are derived.1,2
Why Being Included Matters
Being on Barron’s Top 100 list signals that Sequoia Financial Group is among the leading RIAs in the U.S. in multiple dimensions: financial strength, client service, operational sophistication, and forward-looking practices.
For clients, Sequoia’s integrated wealth management experience has been vetted against industry peers and held to high standards.
Barron’s Is a Trusted Source
Barron’s has built its reputation over decades covering finance, investment advising, and wealth management. Their rankings are widely used by investors, wealth managers, and media as a benchmark of quality. The methodology is transparent, the data rigorous, and the comparisons broad, ensuring that ranking means something. Barron’s combines publicly available data, firm-supplied info, third-party verification, and qualitative scoring. Inclusion is a strong endorsement because many competing firms do not meet all the standards or lack transparency.3
Sequoia Financial Group’s Perspective
Tom Haught, President and CEO of Sequoia Financial Group, shared his excitement about the recognition: “We’re delighted to see Sequoia Financial Group once again included in Barron’s Top 100 RIA Firms. Our clients are at the heart of everything we do, and this honor reflects the dedication our team has to delivering exceptional wealth management, family office services, and an unparalleled client experience. Looking ahead, we’re excited to continue raising the bar for the people whose lives are enriched through Sequoia.”
This year marks the seventh consecutive year Sequoia Financial Group has been ranked on the Barron’s Top 100 RIA list.
Disclosure:
In September 2025, Sequoia placed 30th on the Barron’s list for 2025. 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. $36,300 was spent in 2025 to promote the award in marketing collateral. To view the full Barron’s rankings, click here.
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.
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