Sequoia Financial Group, L.L.C.
Akron, OH·SEC-registered · CRD #117756
Sequoia Financial Group, L.L.C. is an SEC-registered investment advisory firm in Akron, OH managing $32B across 40k client accounts, with 195 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$32B
Client accounts
40k
Advisory staff
195
Fee model
Fee-based
How Sequoia Financial Group, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sequoia Financial Group, L.L.C.
How much does Sequoia Financial Group, L.L.C. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Sequoia Financial Group, L.L.C. reports $32B in regulatory assets under management across roughly 40k client accounts.
How does Sequoia Financial Group, L.L.C. charge?
Sequoia Financial Group, L.L.C. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sequoia Financial Group, L.L.C. a fiduciary?
Yes. Sequoia Financial Group, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #117756), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sequoia Financial Group, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sequoia Financial Group, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Akron, OH
Profile compiled from Sequoia Financial Group, L.L.C.'s public SEC Form ADV filing (CRD #117756, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sequoia Financial Group, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sequoia Financial Group, L.L.C.? Claim this profile.