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 25 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, below 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.


 

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.

One of Barron’s Top 50 RIAs
2019

Barron's Top 50 RIAs is comprised of the top 50 RIA firms in the United States as determined by Barron's weighing dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. No fees were paid or incurred for this recognition. However, SFA paid $155.71 to Barron's for a plaque to remember recognition. SFA also paid Dow Jones Custom Reprints $14,500.98 for a web reprint and a license to use Barron's logo in the company email signatures.

Weatherhead 100
Weatherhead 100
2019

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, 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 2011-2015 and a for-profit organization. No fees were paid or incurred for this recognition. However, SFA paid the sponsoring organization $2,070 for a table at the ceremony where the awards were presented.

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. No fees were paid or incurred for this recognition.

Financial Advisor
Financial Advisor Top RIAs
2019

A list of top Registered Investment Advisors (RIAs) in the nation ranked by Financial Advisor Magazine that must be independent registered investment advisors and file their own ADV statement with the SEC. In 2019 Sequoia ranked 80th out of 683 firms on the magazine’s annual ranking of independent advisory firms. Managing approximately $3.9 billion dollars of assets at the time of submission (April 2019), the firm experienced just over 22% growth in assets between 2018 and 2019.  No fees were paid or incurred for this recognition.

Cascade Capital Corporation
Cascade Capital Corporation Business Growth Award
2019

This program honors small businesses located in local 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 for this recognition. However, SFA paid $590 to the sponsoring organization for a table at the ceremony where the awards were presented.

Accounting Today
Accounting Today's Wealth Magnet Top Firms
2020

Now in its fourteenth 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 (May 2020), Sequoia recorded approximately $4.6 billion of assets under management as of 12/31/19. This is Sequoia’s eighth year on the Wealth Magnet list, and fifth year reaching the Billion Dollar Club ranking. No fees were paid or incurred for this recognition. 

Inc. 5000 List
2019

Inc. 5000 List recognizes the nation’s 5000 fastest-growing private companies according to percentage of revenue growth over a three-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. 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. 500 list). There is a nonrefundable processing fee for all applicants of $195. Additionally, $927.00 was spent to use the logo while promoting the award for one year.