Financial Advisor Magazine RIA Survey & Ranking
In 2022, Sequoia placed 51 out of 534 firms on the magazine’s annual ranking of independent advisory firms. Sequoia managed approximately $10 billion of assets at the end of 2021.
To be included in the overall ranking, firms had to be independent RIAs who file their own ADV statements with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management (as of December 31, 2020). No fees were paid or incurred to receive this recognition. To view a full listing of the 2022 Financial Advisor Magazine RIA Survey & Ranking, click here: 2022. Other years can be found here: 2021, 2020, 2019, 2018, 2017, 2016
Crain’s Investment Advisers List
In 2022 Sequoia was named #5 out of 38 companies on Crain's Investment Advisers list. No fees were incurred during the application process, however, $995 was spent on promotional marketing collateral.
Crain's Investment Advisers List is open to registered investment advisers that manage regulatory assets from offices in Northeast Ohio. RIAs that invest at least 50% of their locally managed assets directly into individual stocks and bonds are eligible for the Money Managers List. RIAs below that threshold are eligible for the Investment Advisers list.
2013, 2016, 2017, 2019, 2021
The Weatherhead 100 designates more than 100 of the fastest growing companies in northeast Ohio based on revenue from the previous four years. The recognized firm must be headquartered in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County, not a franchise or subsidiary of another company between the previous four years and a for-profit organization. No fees were paid or incurred to receive this recognition. However, in 2019, SFA paid the sponsoring organization $2,070 for a table at the ceremony where the awards were presented. You can view our 2021 recognition here. Prior years can be found here 2013, 2016, 2017, & 2019.
One of Barron's Top RIA Firms (Known as Barron's Top 100 RIA Firms in 2021, America’s Best RIA Firms- Top 100 in 2020, and America’s Best RIA Firms- Top 50 in 2019)
In 2021, Sequoia placed 66th on this list (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. No fees in any years awarded were paid or incurred to receive this recognition. $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 2021, 2020, 2019.
Inc. 5000 List
Inc. 5000 List recognizes the nation’s 5000 fastest-growing private companies according to percentage of revenue growth over a three-year period. Sequoia ranked 4,247 in 2021. Previous year rankings can be found here: 2020, 2019, 2018, 2017, 2016 & 2015. For over 30 years, Inc. has recognized the fastest growing privately owned companies in America on an annual basis, highlighting companies that utilize strategy, service and innovation. The growth rate for the Inc. 5000 changes from year-to-year depending on the pool of applicants that are submitting. Those with a certain percentage of growth may receive editorial coverage and a notable ranking (Inc. 5000 list). Each year, there is a nonrefundable processing fee for all applicants of around $200.
Accounting Today's Wealth Magnet Top Firms
For over a decade, the Wealth Magnet survey is an annual report that ranks CPA firms and subsidiaries across the nation involved in financial planning according to their assets under management. To be included in the list at least one of the firm’s financial planners must hold a CPA credential. May 2021, Sequoia recorded approximately $5.5 billion of assets under management as of 12/31/20. Here you can find the full list from 2021. Previous list years can be found here: 2020, 2019, 2018, 2017, 2016. No fees were paid or incurred to receive this recognition in any of the years listed.
Cascade Capital Corporation Business Growth Award
2005-2007, 2010-2013, 2015-2016, 2018-2021
This program honors small businesses located in Summit, Medina, Stark, Portage, Wayne, Ashland, or Holmes counties that have prominently increased sales and/or employment over the past five years. Companies that are recognized must have revenue that increased by 100% or $5 million during the year, and the company’s full-time employee total must have increased by 50% or 25 employees. No fees were paid or incurred to receive this recognition.
WealthManagement.com Thrive Award
To qualify for the WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the U.S., offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps. No fees were paid or incurred for this recognition.
Schwab IMPACT Best-in-Business
As Schwab describes, The IMPACT Awards® are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication, and fresh thinking. Only Schwab business partners may participate. The Best-in-Business IMPACT Award goes to an independent investment advisory firm that has been in business for at least 10 years, has a track record of growth and excellence, and uses technology solutions to help expand market reach, practice management and employee development techniques, operational efficiencies and responsiveness. Candidates must also use Charles Schwab & Co, Inc. or Charles Schwab Bank as a custodian for client assets, and have at least $25 million in AUM. No fees were paid or incurred for this recognition.