RIA Intel›Advisers›Ohio›SEQUOIA FINANCIAL ADVISORS, L.L.C.

SEQUOIA FINANCIAL ADVISORS, L.L.C.

Advisory

N·AKRON, OH

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$32.2B

1-Year AUM Growth

+28.4%

3-Year CAGR

+52.9%

Employees

195

Assets Under Management

Total AUM$32.2B

Discretionary AUM$30.6B

Non-Discretionary AUM$1.6B

Discretionary %95%

Total Clients8,771

Team

Total Employees195

Investment Advisers424

Employee Growth (1Y)+23.3%

Filing History

Total Filings on Record86

First FilingApr 12, 2002

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 86 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SEQUOIA FINANCIAL ADVISORS, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.