SEQUOIA FINANCIAL GROUP, L.L.C.

RIASEC RegisteredEst. 2002

Total AUM

$32.2B

Discretionary

$30.6B

95% of AUM

Avg account

$813K

Accounts

39,636

Employees

424

Advisory reps

238

Firm details

Headquarters: AKRON, Ohio
CRD number: 117756
Registered since: April 19, 2002
Website: www.sequoia-financial.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: HNWI76.91%
Individuals15.67%
Pooled Investment Vehicles5.08%
Corporations / Businesses2.03%
Charitable Organizations0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sequoia Financial Group, L.L.C. is an independent registered investment adviser formed in 2002 that acts as a capital allocator for both individuals/families and institutional clients. The firm offers a broad set of advisory services—financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, selection of third‑party advisers, and investor education through publications and seminars. Fee arrangements are varied and include percentage‑of‑AUM, hourly, subscription, fixed fees and performance‑based fees, reflecting both advisory relationships and sponsored investment vehicles. Sequoia is affiliated with industry partners that include broker‑dealers, accounting firms and insurance providers, and it serves as sponsor/GP or managing member for pooled funds it advises. Sequoia has been recognized in several industry lists over recent years, including multiple consecutive Barron’s Top 100 RIA rankings (2021–2025), as well as placements on lists from Financial Times, FA Magazine and Citywire.