Sequoia Financial Group, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated March 18, 2026, reports $32.2B in regulatory assets under management, 424 employees, 38 offices, and 39,636 accounts.
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
6,508
2
HNWI
40.6%
4,556
3
Corporations
0.9%
106
4
Charitable
0.2%
25
5
Pooled Investment Vehicles
0.2%
17
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32.2Bas of March 18, 2026
Discretionary95.0%
$30.6B
95% of total RAUM95.0%
Non-discretionary5.0%
$1.6B
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$32.2B
Total Accounts39,636
10Y AUM Change+$30.4B (+1642.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees424
Clients per Employee26:1
10Y Employee Change+376 (+783.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.