We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Build your future with a company built and resourced for your needs—now and tomorrow.

2 days ago · Sequoia Financial, with $22.6 billion in AUM, has made nine acquisitions since 2023. The pending Carlson acquisition would be Sequoia's largest by number of employees and wealth advisors and will ...

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2 days ago · AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of ...

2 days ago · AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of ...

When you can breathe easier, you can dream bigger. Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, we manage over $19 billion in investment assets.

At Affinia Financial Group, we give advice about your money. We want to understand where you are today and where you want to be in your future.

2 days ago · The acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. ... ThinkAdvisor provides financial advisors, registered investment advisors and ...

Oct 16, 2024 · Sequoia Financial Group, registered in 2002, serves 53 state(s) with a licensed staff of 41 advisors. Sequoia Financial Group manages $20.0 billion and provides investment advisory services for 7,659 clients (1:187 advisor/client ratio).

2 days ago · On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion. The ...