We’re certainly proud of what we have accomplished.

We know the effort and dedication it took to get here—starting out more than 25 years ago from an entrepreneur’s idea of what a financial planning firm should be. But our honors represent more than just a job well done. We feel they reaffirm our clients’ decisions to trust us with their financial futures. And that’s the real reward for us.

In addition to our advisors’ professional achievements, such as being one of a select handful of independent advisors nationwide to serve on Schwab’s National Advisory Board; serving on the ValMark Securities, Inc. National Advisory Board; serving on Schwab’s Retirement Business Services Trust & Custody Advisory Board; and other individual honors, financial advisory board appointments and college professorships, below is a listing of some of our firm’s current national and local honors.

 

Schwab IMPACT Best-in-Business
2019

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. 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, responsiveness, and operational efficiencies.

Barron's
2012-2017, 2019

Barron's Top Advisor (2013-2017) listing is comprised of the leading individual advisors in each state. Factors encompassed in the rankings include revenue produced for the firm, regulatory record, quality of practice, and philanthropic work where past performance is not indicative of future results. Barron's Top 50 RIAs (2019) is comprised of the top 50 RIA firms in the United States as determined by Barron's.

Weatherhead 100
Weatherhead 100
2009–2013, 2016, 2019

The Weatherhead 100 designates more than 100 of the fastest growing companies in northeast Ohio based on revenues from the previous four years.

Financial Advisor
Financial Advisor Top RIAs
2013 - 2019

A list of top Registered Investment Advisors (RIAs) in the nation ranked by Financial Advisor Magazine. In 2019 Sequoia ranked 80th out of 683 firms on the magazine’s annual ranking of independent advisory firms. Managing approximately 3.9 million dollars of assets at the time of submission, the firm experienced just over 22% growth in assets between 2018 and 2019. Click here for more information: https://www.fa-mag.com/userfiles/000002018_IMAGES_ALL/FA_ISSUES_2018/07_...

Cascade Capital Corporation
Cascade Capital Corporation Business Growth Award
2009–2019

This program honors small businesses located in local counties that have prominently increased sales and/or employment over the past five years. Winning companies’ sales must have 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.

Accounting Today
Accounting Today's Wealth Magnet Top Firms
2011 - 2019

Now in its thirteenth year, 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. At the time of submission, Sequoia recorded approximately $3.9 billion in assets under management. This is Sequoia’s seventh year on the Wealth Magnet list, and fourth year reaching the Billion Dollar Club ranking.

Inc. 5000 List
2014 - 2019

Inc. 5000 List recognizes the nation’s 5000 fastest-growing private companies according to percentage of revenue growth over a four-year period. In 2019 Sequoia ranked number 3544. 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. A full list of Inc. 5000 rankings is available at https://www.inc.com/inc5000/2019/top-private-companies-2019-inc5000.html.

WealthManagement.com Thrive Award
2019

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.