Sequoia Financial Group, L.L.C.

Overview

Sequoia Financial Group, L.L.C. is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and institutional clients. Founded and SEC-registered in the early 2000s, the firm provides a broad mix of advisory services that include comprehensive financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and educational publications and seminars. Its fee model is flexible, spanning asset-based fees, fixed and subscription arrangements, hourly billing and performance-based structures. Sequoia reports running both advisory platforms and sponsored pooled vehicles (acting as sponsor, GP or managing member), and maintains industry relationships across broker-dealers, accounting and insurance firms. The firm has been recognized in industry rankings over recent years, including multiple Barron’s Top 100 RIA listings (2021–2025), placement in Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020) and Citywire’s 50 Growers Across America (2024). The firm does not identify as an active ESG investor.

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Location & Offices