Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.

AKRON, Ohio, April 1, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31 ...

AKRON, Ohio, March 19, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31 ...

Sequoia Financial Advisors LLC acquired a new stake in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 1,247 shares of ...

Sequoia Financial Advisors LLC bought a new stake in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the ...

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining two from rival Sequoia Financial Group. In this week’s Wealth Data numbers to 20 March, both Centrepoint ...

Cody Warren, a vice president and wealth advisor for Sequoia Financial Group, joined 5 EYEWITNESS NEWS with some advice.