Sequoia Financial Group

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Sequoia Financial Group — overview

About

Sequoia Financial Group is a US-based wealth manager. It provides asset management services on a discretionary and non-discretionary basis. Its advisory services include financial planning, retirement planning, asset management, investment management, and portfolio management services. The services are offered to individuals, high net worth individuals, charitable institutions, foundations, corporations, trusts, family offices, private funds, retirement plans, and other U.S. institutions. Zeke Capital Advisors was acquired by Sequoia Financial Group and all investments are made by Sequoia Financial Group. Sequoia Financial Group acquired M Capital Advisors, an asset manager located in Nashville, TN. Sequoia Financial Group acquired Affinia Financial Group, a wealth manager located in Burlington, Massachusetts. In Q4, 2025, Sequoia Financial Group acquired Family Asset Management.

Sequoia Financial Group - known decision makers (197)

Position	Location	Asset Class
Associate Wealth Advisor	Orem, US	PEREHFPD
Director & Portfolio Manager	Akron, US	PEREHFPD
Associate & Associate Wealth Advisor	Akron, US	PEREHFPD
Associate & Associate Wealth Advisor	Akron, US	PEREHFPD
Associate & Associate Wealth Advisor	Minneapolis, US	PEREHFPD

Showing 5 of 197 known decision makers Sequoia Financial Group

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