Company Details
Approximate AUM
$19,964,189,243
Fee model
No items found.
Capital Source
Private Equity
Number of completed Acquisitions
6
Custodians
Schwab
Fidelity
Description
Since 1991, Sequoia Financial Group has enriched lives through enduring planning and currently manages over $17 billion in investment assets. Due to its consistent organic growth—three times the industry average—and the depth and breadth of its services, Sequoia has been recognized by Barron’s as a top wealth manager since 2018.
Locations
1408 N Westshore Blvd Tampa FL 33607
823 Cypress Village Blvd Sun City Center FL 33573
Private Residence Boca Raton FL
Private Residence Winter Springs FL
80 Blanchard Rd Ste 201 Burlington MA 1803
6095 Parkland Blvd Ste 210 Cleveland OH 44124
5480 Corporate Dr Troy MI 48098
5480 Corporate Dr Ste 100 Troy MI 48098
5000 Horizons Dr Columbus OH 43220
3555 Timmons Ln Ste 800 Houston TX 77027
3500 Embassy Pkwy Ste 100 Akron OH 44333
21420 Greater Mack Ave Saint Clair Shores MI 48080
3500 Embassy Pkwy Akron OH 44333
23b Shelter Cove Ln Ste 201 Hilton Head Island SC 29928
2000 Auburn Dr Ste 350 Beachwood OH 44122
2000 Auburn Dr Ste 400 Beachwood OH 44122
200 Concord Plaza Dr Ste 500 San Antonio TX 78216
151 N Franklin St Ste 575 Chicago IL 60606
1410 N West Shore Blvd Ste 410 Tampa FL 33607
1350 Euclid Ave Ste 800 Cleveland OH 44115
1205 Westlakes Dr Berwyn PA 19312
1205 Westlakes Dr Ste 270 Berwyn PA 19312
104 Woodmont Blvd Ste 320 Nashville TN 37205
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Company Videos
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video Overview
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There are all of the data points that we look at to help you find your match.
Acquisition Model
Acquisition Structure
Equity offered
Earn out offered
Deal Terms
Post Acquisition sharing of growth incentives
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video Overview
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03:30
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Mandatory Points of Alignment
Brand Adoption
Centralized Operations
Calendar
Financial decision making
Client Experience
Practice Management
Investment management autonomy
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video Overview
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Advisor Value Proposition
No items found.
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video Overview
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There are all of the data points that we look at to help you find your match.
AUM Growth
Over the past five years, buyer have experienced remarkable growth in their Assets Under Management (AUM). This expansion is the result of strategic initiatives and market positioning.
Data Currently Unavailable
Recent News
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
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video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
