Displaying 11 results
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.
