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Sequoia Financial Group

Akron, Ohio
Website:
https://www.sequoia-financial.com/
117756
Akron, Ohio
Website:
https://www.sequoia-financial.com/
Buyer Profile
Overview
Leadership Interviews
Acquisition Model
Mandatory Points of Alignment
Advisor Value Proposition
Financial & Operations

Sellers who shown interest

Biffco Enterprises Ltd.
Website:
savantwealth.com
Biffco Enterprises Ltd.
Website:
savantwealth.com
Biffco Enterprises Ltd.
Website:
savantwealth.com
Biffco Enterprises Ltd.
Website:
savantwealth.com
Biffco Enterprises Ltd.
Website:
savantwealth.com
Biffco Enterprises Ltd.
Website:
savantwealth.com
Biffco Enterprises Ltd.
Website:
savantwealth.com
11:33 pm, August 16, 2024
Tends to avoid high-risk acquisitions and prefers targets with stable cash flows and low debt levels. Often conducts very thorough due diligence.
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Buyer Profile Statistics

Total Page Views
1,100
-12,8%
Number of interested sellers
75
-12,8%
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Company Details

Approximate AUM
$19,964,189,243
Fee model
Accepts Fees
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.

Retail market position
Investment program

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.

Sequoia Financial Group's Ideal Partner

Company Videos

Sequoia Leadership Interview
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.

Acquisition Model

Acquisition Structure
Equity offered
Earn out offered
Deal Terms
Post Acquisition sharing of growth incentives
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.

Mandatory Points of Alignment

Brand Adoption
Centralized Operations
Cross Selling of Services
Financial decision making
Client Experience
Client Service Model
Investment management autonomy
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.

Advisor Value Proposition

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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.

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.
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Data Currently Unavailable

Recent News

Sequoia acquires $300m South Carolina RIA
The acquisition of Family Asset Management is Sequoia’s first since it unveiled a strategic partnership with accounting firm Eide Bailly in August.
Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs
Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVista, LLC (AltruVista), an SEC-registered investment advisor that provides independent and holistic financial planning and asset management services to high-net-worth clients. The transaction closed March 31. Financial terms were not disclosed.
Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO
Akron, Ohio-based Sequoia provides asset management and planning services across the wealth continuum—from individuals to family offices—with locations throughout the United States. Sequoia was named by Barron's as one of the top RIA firms in the U.S. in 2022 for the fourth consecutive year. Founded in 1991, Sequoia employs more than 200 people.
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Awards and Industry Recognition

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 Share Price history
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Accepts Fees
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Schwab
Fidelity
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