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Friday, October 16, 2026The Morning Brief →Sign in
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Sequoia Financial Group

AKRON, OH
CRD: 117756
In network coverage since September 1, 2026 · 2 stories
$32.2BRegulatory AUMSEC Form ADV · Oct 10
424EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 5 – Oct 10
Deal recordFull tracker →
Aug 31, 26Deal announcedBSW Wealth Partners · $2 — coverage
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.
M&A · Sep 1Sequoia's BSW buy is an integration play
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