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

255

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 advisor and capital allocator that serves both individual/family and institutional clients. The firm provides a broad advisory platform that spans financial planning, discretionary portfolio management for individuals and pooled vehicles, selection of other advisers, and educational publishing and seminars. Its fee architecture is flexible — encompassing percentage-of-AUM, hourly, fixed, subscription and performance-based arrangements — which supports a mix of retail and institutional engagements. Sequoia is active in sponsoring and managing pooled investment vehicles in addition to advising on third-party strategies. The firm is not positioned as an ESG investor and is not a multi-state adviser in the FINTRX profile. Public recognition includes placement on Barron’s Top 100 RIA list for multiple consecutive years (2021–2025), inclusion in Financial Times’ Top 300 (2020), and other industry mentions such as FA Magazine and Citywire.