Displaying 12 results
Special needs clients require special care
‘The succession plan for clients is the most important because the assets need to survive for the child.’
Sequoia Financial Group acquires $310M AUM Texas RIA
The deal increases Sequoia's footprint to 14 locations across eight states.
Sequoia Financial acquiring special needs-focused wealth manager Affinia
Burlington, Massachusetts-based Affinia has 10 professionals overseeing $418 million in assets.
Sequoia Financial Group to expand with acquisition of Cleveland wealth manager
Cirrus Wealth Management has $387 million in assets and a team of 12 led by a 30-year veteran of the industry.
Sequoia Financial acquires Zeke Capital Advisors in $5 billion deal
The purchase of Berwyn, Pennsylvania-based Zeke will push Sequoia's assets under management to more than $15 billion.
Sequoia Financial sells another minority stake to private equity investors
The partnership with Valeas Capital Partners follows a 2020 partnership with Kudu Investment Management. Sequoia remains majority employee-owned.
Acquisition pushes Sequoia Financial over $10 billion
The Ohio-based advisory firm adds its second Buckeye State RIA this year with the purchase of NCA Financial Planners.
Sequoia Financial to acquire $1.4 billion Wealthstone Advisors
The deal, which is expected to close this summer, pushes Akron, Ohio-based Sequoia's assets under management over the $7 billion mark.
Sequoia Financial joins the private equity party
The $4.7 billion RIA will use the influx of new capital for a 'durability plan' and to make acquisitions
Sequoia Financial nears $5 billion in assets with acquisition of LJPR Financial Advisors
The acquisition is Sequoia's third since 2016 and adds $776 million to its AUM.
Sequoia Financial’s deal to buy RAV Financial boosts assets to $3 billion
The merger also creates a succession plan for RAV Financial founder Bob Valente.
Sequoia Fund reopens to investors
Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.