ria
Sequoia Financial Group
AKRON, OH
CRD: 117756
In network coverage since September 1, 2026 · 2 stories
$32.2BRegulatory AUMSEC Form ADV · Oct 24
424EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 5 – Oct 24
Deal recordFull tracker →
Network coverage
Deals & PE
Allworth and Sequoia buy capabilities, not just AUM
Two tax-led deals point RIA M&A toward its next front: planning expertise.