Sector: Advisory, Wealth Management
Headquarters: Akron, OH
Kudu Investment Date: June 2020
Status: Active
Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, they manage over $15 billion in investment assets. Due to consistent organic growth—three times the industry average—and the depth and breadth of services, Sequoia has been recognized by Barron’s as a top wealth manager since 2018.