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SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH · CRD 117756 · IAPD ↗ · 330-375-9480

$32.24BRegulatory AUM
195Advisory reps
424Employees
100Clients
More than 500Planning clients
17Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SEQUOIA FINANCIAL GROUP, L.L.C. added office(s): 36 -> 38 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — SEQUOIA FINANCIAL GROUP, L.L.C. reported RAUM up 40% ($23.03B -> $32.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — SEQUOIA FINANCIAL GROUP, L.L.C. grew from 168 to 195 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — SEQUOIA FINANCIAL GROUP, L.L.C. added office(s): 29 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2025 — SEQUOIA FINANCIAL GROUP, L.L.C. grew from 144 to 168 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — SEQUOIA FINANCIAL GROUP, L.L.C. notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — SEQUOIA FINANCIAL GROUP, L.L.C. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SEQUOIA FINANCIAL GROUP, L.L.C. added office(s): 17 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — SEQUOIA FINANCIAL GROUP, L.L.C. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
April 2024 — SEQUOIA FINANCIAL GROUP, L.L.C. grew from 116 to 143 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.