Alaris

Sequoia Financial Group

Akron, Ohio

Website:

https://www.sequoia-financial.com/

117756

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Akron, Ohio

Website:

https://www.sequoia-financial.com/

Leadership Interview

Company Details

Approximate AUM

$32,600,000,000

Fee model

Fee Only Flexible

Number of employees

450

Custodians

Fidelity - IWS

Schwab

Description

Founded in 1991 and headquartered in Akron, Ohio, Sequoia Financial Group is a leading independent wealth management firm with a strong presence across the Midwest and Mid-Atlantic regions. The firm delivers integrated wealth management solutions encompassing financial planning, investment management, tax strategy, estate planning, and family office services to a diverse clientele that includes high-net-worth individuals, families, business owners, and institutional clients. Sequoia's client-first ethos, fiduciary commitment, and team-based delivery model have fostered high retention rates and multi-generational client relationships built on trust and transparency. The firm is further distinguished by its proprietary planning process, stable leadership under CEO Tom Haught, and a proven ability to integrate acquired practices while preserving client relationships and advisor autonomy.

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

Services Offered

Portfolio Management

Financial Planning

Estate Planning

Family Office Services

Tax Planning

Insurance

Tax Preparation

Retirement / Income Planning

Qualified / Non Qualified Plans

Banking

Mortgage services

Executive Compensation Planning

Hedge Fund Manager / Private Placement

Employee Benefits

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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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management