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SEQUOIA FINANCIAL GROUP, L.L.C.
Legal name: SEQUOIA FINANCIAL ADVISORS, L.L.C.
CRD 117756File 801-61089
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$32.24B
Top 10% of cohort (national)
Discretionary AUM
$30.64B
Non-discretionary $1.60B
Clients
11,218
39,636 accounts
Employees
424
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 19, 2002
- Principal office
- 3500 EMBASSY PARKWAY, AKRON, OH, 44333
- Phone
- 330-375-9480
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.24B
- Discretionary AUM
- $30.64B
- Non-discretionary AUM
- $1.60B
- Discretionary accounts
- 39,549
- Non-discretionary accounts
- 87
- Total accounts
- 39,636
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 106 | $653.6M |
| Charitable organizations | 25 | $83.0M |
| High net worth individuals | 4,556 | $24.80B |
| Pooled investment vehicles | 17 | $1.64B |
| Pension and profit sharing plans | 6 | $18.1M |
| State or municipal government entities | Fewer than 5 | $212K |
| Individuals (other than high net worth individuals) | 6,508 | $5.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 296 | 424 | increased by128 |
| Apr 1, 2026 | Clients | 8,771 | 11,218 | increased by2,447 |
| Apr 1, 2026 | AUM | $23,033,619,111 | $32,243,580,060 | increased by$9,209,960,949 |
| Apr 1, 2026 | Accounts | 28,338 | 39,636 | increased by11,298 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 166 | 296 | increased by130 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,546 | 8,771 | increased by3,225 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,090,918,361 | $23,033,619,111 | increased by$12,942,700,750 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16,247 | 28,338 | increased by12,091 |
| Aug 1, 2022 | Employees | 167 | 166 | decreased by1 |
| Apr 1, 2022 | Employees | 90 | 167 | increased by77 |
| Apr 1, 2022 | Clients | 3,649 | 5,546 | increased by1,897 |
| Apr 1, 2022 | AUM | $5,547,443,243 | $10,090,918,361 | increased by$4,543,475,118 |
| Apr 1, 2022 | Accounts | 10,546 | 16,247 | increased by5,701 |
| Feb 1, 2022 | Employees | 89 | 90 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEQUOIA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEQUOIA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.