AKRON, Ohio –Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, Ohio, has been named a recipient of WealthManagement.com inaugural Thrive Awards, the first-annual list of the nation’s fastest-growing advisors.
“We are thrilled to be recognized in the inaugural list,” says Tom Haught, President of Sequoia Financial Group. “We are humbled with the recognition and attribute our success to our talented team, our clients and our relentless pursuit of our full potential. Our team-based approach to client service and the trust we strive to build with our clients is enhanced with our innovative technology, and can be seen in all we do.”
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.
A total of 200 individuals, firms and teams made the list this year, which was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of the 2019 Thrive Advisors was three times the industry average, as calculated by McKinsey & Company’s PriceMetrix.
The complete 2019 Thrive Awards list is available here: https://www.wealthmanagement.com/people/2019-list-fastest-growing-advisors, and will be featured in the December 2019 issue of Wealth Management magazine. Applications for the 2020 Thrive Awards list will open in January.
Founded in Ohio in 1991, Sequoia Financial Group, LLC (www.sequoia-financial.com) takes a client-centered approach to providing comprehensive financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting and family wealth. Sequoia is committed to exceptional client service by building and maintaining strong relationships that emphasize long-term planning to help their client’s in reaching their financial and life goals. Today, Sequoia has nearly 90 employees in offices throughout Ohio, Florida and Michigan.
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