Sequoia Financial Group, L.L.C.

Overview

Sequoia Financial Group, L.L.C. is an independent registered investment adviser formed as an LLC and registered with the SEC since 2002. The firm describes itself as a capital allocator serving both individual/family clients and institutional accounts. Its advisory offerings span financial planning, discretionary portfolio management for individuals, pooled vehicles, and institutions, selection of other advisers, pension consulting-related services, and investor education through publications and seminars. Fee arrangements include percentage-of-AUM billing as well as hourly, subscription, fixed and performance-based structures. Sequoia reports it is not an active ESG investor and maintains affiliations across the financial ecosystem, including broker-dealers, accounting and insurance firms, and roles as sponsor/GP or managing member of pooled investment vehicles. Sequoia has appeared on multiple industry lists over recent years, including placements by Barron’s (Top 100 RIA Firms for 2021–2025), Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020), and Citywire (50 Growers Across America, 2024).

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