Updated:
Sequoia Financial Group
Sequoia Financial Group started in 1991 as a planning-centric wealth advisory in Akron, Ohio, founded and still led by Chairman and CEO Tom Haught.
Sequoia Financial Group
Sequoia Financial Group started in 1991 as a planning-centric wealth advisory in Akron, Ohio, founded and still led by Chairman and CEO Tom Haught. The firm has expanded through three decades of organic client growth — which it reports runs at triple the industry average — and a series of acquisitive moves, absorbing firms including Zeke Capital Advisors, M Capital Advisors, and Affinia Financial Group to deepen its geographic and service reach. Today it manages over $32 billion in client investment assets as of year-end 2025 (per firm website). The firm's investment posture spans traditional asset management, comprehensive wealth planning, and private-markets exposure through a dedicated family-office service line, Sequoia Sentinel, which caters to ultra-high-net-worth families. Strategy documents confirm active deployment across secondaries, buyout, and growth equity, reflecting direct and indirect private-capital mandates rather than a pure advisory model. Sequoia's in-house asset management unit runs a data-driven, independent investment process across public and private markets, including real estate and private credit exposures for its multi-generational client base. The firm's footprint extends to more than 40 US offices, with notable hubs in Akron, Cleveland, Denver, Irvine, Nashville, and Tampa. Sequoia Financial Group placed 30th on the Barron's Top RIA Firms list in September 2025, a ranking it has held consecutively since 2018, and was also named to Newsweek's America's Top Financial Advisory Firms for 2025. The firm's professional headcount was not disclosed, though the geographic sprawl across 43 offices suggests a substantial advisor base. Philanthropic planning and family foundation structuring are formal verticals within Sequoia Sentinel, with published guidance on foundation architecture and impact strategy. In September 2025, the firm earned its eighth consecutive Barron's ranking, reaffirming its sustained presence among the largest independent US wealth managers. What structurally separates Sequoia is its hybrid architecture: it operates simultaneously as a national RIA with $32 billion in assets, a consolidator of regional wealth practices, and a multi-family office that co-invests client capital directly into private equity and real assets rather than solely distributing third-party funds. That combination of scale-advantage client services and an in-house secondaries and growth-equity program is uncommon among multi-family office platforms of similar size, giving Sequoia a sourcing and pricing edge that pure advisory firms lack.
General information
Firm type
Multi Family Office
Year founded
1991
AUM
$32 billion (per firm website, 2025)
Location
Region
North America
Country
United States
City
Akron
Corporate office
3500 Embassy Pkwy., Suite 100, Akron, OH 44333, United States
Additional offices
Aberdeen, SD · Berwyn, PA · Billings, MT · Bloomington, MN · Boca Raton, FL · Boise, ID · Burlington, MA · Charleston, SC · Cleveland, OH · Columbus, OH · Cottonwood Heights, UT · Denver, CO · Fargo, ND · Hastings, MN · Hilton Head, SC · Houston, TX · Irvine, CA · Lake Oswego, OR · Las Vegas, NV · Lehi, UT · Litchfield, CT · Mankato, MN · Mayfield Heights, OH · Nashville, TN · Norfolk, VA · Norman, OK · Northfield, MN · Oklahoma City, OK · Omaha, NE · Pasadena, CA · Phoenix, AZ · Reno, NV · Rochester, MN · Salt Lake City, UT · San Antonio, TX · Sioux Falls, SD · Spokane, WA · St. Clair Shores, MI · Tampa, FL · Torrance, CA · Troy, MI · Tulsa, OK · Woodland Hills, CA
Principals
Tom Haught
Chairman & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Sequoia Financial Group?
Chairman and CEO Tom Haught has led the firm since its founding in 1991. The firm operates an in-house asset management team that runs a data-driven, independent investment process for both public and private portfolios. Specific CIO or lead portfolio-manager names are not publicly disclosed on the firm's website as of mid-2026.
Is Sequoia Financial Group a single family office, a multi-family office, or an RIA?
Sequoia is structurally hybrid. It is a registered investment adviser (RIA) serving a broad client continuum, while its Sequoia Sentinel division operates as a dedicated multi-family office for ultra-high-net-worth families, providing comprehensive planning and direct private-markets exposure. The firm also functions as a consolidator, having acquired several regional wealth practices.
What private-market strategies does Sequoia invest in on behalf of clients?
Sequoia deploys client capital into secondaries, buyout, and growth equity opportunities through private investment vehicles. The firm's private-markets posture is concentrated in direct co-investments and fund commitments, steering clear of a pure fund-of-funds approach, and it also holds exposures in real estate and private credit.
How does Sequoia Financial Group source its client base?
Sequoia's client acquisition strategy operates on two tracks: organic growth — which the firm states runs at three times the industry average — and targeted acquisitions of advisory practices such as Zeke Capital Advisors and M Capital Advisors. Its 43-office footprint provides physical access points across the US, from small-market locations like Aberdeen, SD to major coastal hubs like Irvine, CA and Boca Raton, FL.
What is Sequoia Sentinel, and how is it distinct from the rest of the firm?
Sequoia Sentinel is the firm's multi-family office service line, designed for families of exceptional means. It combines long-term wealth planning, legacy preservation, and direct private-investment access that go beyond the standard RIA offering. The Sentinel team includes dedicated family-office advisors who coordinate philanthropic structuring, tax strategy, and investment management for multi-generational families.
Does Sequoia Financial Group maintain philanthropic structures for its clients?
Yes. The firm advises on structuring family foundations and philanthropic impact strategies through its Sequoia Sentinel family-office arm. Published guidance from the firm covers topics such as founding a family foundation and integrating financial literacy with legacy planning, indicating a formal advisory vertical rather than an ad-hoc service.
What is Sequoia Financial Group's geographic and regulatory footprint?
Headquartered in Akron, Ohio, Sequoia operates 43 offices across the United States, spreading from the Northeast (Berwyn, PA; Litchfield, CT) through the Midwest (Bloomington, MN; Omaha, NE) to the Mountain West (Denver, CO; Boise, ID) and both coasts (Irvine, CA; Tampa, FL). As an SEC-registered investment adviser, it reports managing over $32 billion in client assets as of December 31, 2025.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: