When you can breathe easier, you can dream bigger.
Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, we manage over $15 billion in investment assets. Due to our consistent organic growth—three times the industry average—and the depth and breadth of our services, Sequoia has been recognized by Barron’s as a top wealth manager since 2018.
Tom Haught, President
As president and founder of Sequoia,
my goal is to structure our firm in a way that allows for a unique approach to financial planning and client relationships. I believe that continually reinvesting in our team of talented professionals helps ensure that we provide comprehensive wealth management services to our clients."
One of America’s Top RIA Firms - 2023
Fastest Growing Private Companies in America - 2021
Best-in-Business IMPACT Award®
Who we hold ourselves accountable to be
We act in the best interests of others by providing an honest, consistent experience for our clients and team.
We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
We subordinate our egos to work together for the benefit of our clients.
On September 18, 2023 Sequoia placed 41st on this list for the year 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 2023, 2022, 2021, 2020, 2019.