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

257

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 SEC-registered RIA that has operated since 2002 and positions itself as a capital allocator for both high-net-worth individuals and institutions. The firm offers a broad advisory menu that includes financial planning, portfolio management for individuals, businesses and pooled vehicles, pension consulting support, manager selection, and client education through newsletters and seminars. Its fee arrangements are flexible and include percentage-of-AUM, hourly, subscription, fixed, and performance-based structures. Sequoia does not identify as an active ESG investor. The firm has appeared on multiple industry lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2021–2025), and Citywire’s 50 Growers Across America (2024).