We’re certainly proud of what we have accomplished.

We know the effort and dedication it took to get here—from our start more than 30 years ago as an entrepreneur’s idea of what a financial planning firm should be to the hard work of refining our craft and developing our team. The journey has not been easy, but it’s worth every moment. Living, and working, in pursuit of our highest potential is part of who we are.

In addition to our advisors’ professional achievements, such as being selected to serve on Schwab’s National Advisory Board; serving on the ValMark Securities, Inc. National Advisory Board; serving as members and committee members for industry organizations such as the Financial Planning Association, Society of Financial Service Professionals, and the Estate Planning Council of Cleveland, and other individual honors, financial advisory board appointments and college professorships, is a listing of some of our firm’s current national and local honors.

For each award/recognition listed below, SFA applied to the sponsoring organization to be considered for and awarded the recognition and is not required to be a subscriber to the sponsoring organizations (with the exception of the Schwab IMPACT Best-in-Business Award- please see below) to be considered to receive their rankings or awards. These rankings and awards are not representative of any one client’s experience and is not indicative of our firm’s future performance. All awards and recognitions have been independently granted as SFA has no affiliation with any of the sponsoring organizations. Please note that awards are not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services.


 

Inc. 5000 List
2015-2022

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 4,338 in 2022. Previous year rankings can be found here: 20212020, 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.

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)
2019-2022

In August 21, 2022, Sequoia placed 48th on this list for the year 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 explixit 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 abilties. No fees in any years awarded were paid or incurred to receive this recognition. $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 20222021, 2020, 2019.

Financial Advisor
Financial Advisor Magazine RIA Survey & Ranking
2016-2022

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: 202120202019201820172016

Crain’s Investment Advisers List
2022

In 2022 Sequoia was named #5 out of 38 companies on Crain's Investment Advisers list which can be viewed HERE. No fees were incurred during the application process, however, $1,690 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. 

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. 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.

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

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.

Awards & Accolades | Sequoia Financial Group

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