Disclosures
Sequoia Financial Group Disclosure Documents
eDelivery
All clients of Sequoia Financial Group (who have not yet opted for eDelivery) will receive a paper copy of our ADV Part 2A Material Changes (if applicable) and our Privacy Policy mailed on an annual basis without charge. If you are a Sequoia client and prefer to receive these document(s) via email, please email info@sequoia-financial.com with the subject line: “eDelivery Opt In” along with your full name. Reducing our paper output allows us to be more environmentally friendly.
Google Reviews
It is a company policy to not ask for reviews nor write a review for yourself or our team members.
Awards
Schwab Best-in-Business IMPACT Award
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.
Barron's Top 100 RIA Firms
In September 2025, Sequoia placed 30th on the Barron's list for 2025. 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. $53,658 has been spent to promote the 2025 award in marketing collateral. To view the full Barron's rankings, click here.
Newsweek’s America's Top Financial Advisory Firms
In September 2025, Sequoia was listed in Newsweek’s America's Top Financial Advisory Firms 2026. Newsweek partnered with Plant-A Insights Group to highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach. They analyzed over 16,000 financial advisories registered with the SEC and scored them based on the following factors: AUM, asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Newsweek recognized the top 1,000 on the list. No fees in any years awarded were paid or incurred to receive this recognition. $9,500 was spent in 2025 for marketing collateral associated with this award to be used on social media, website, and email signatures. To view the full list, click here.