About Sequoia

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 has been spent to promote the 2026 award in marketing collateral. To view the full Barron’s rankings, click here.​

In September 2025, Sequoia was listed in Newsweek’s America's Top Financial Advisory Firms 2026. Newsweek partnered with Plant-A Insights Group to highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach. They analyzed over 16,000 financial advisories registered with the SEC and scored them based on the following factors: AUM, asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Newsweek recognized the top 1,000 on the list. No fees in any years awarded were paid or incurred to receive this recognition. $9,500 was spent in 2025 for marketing collateral associated with this award to be used on social media, website, and email signatures. To view the full list, click here.​