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Sequoia Financial Group acquires $310M AUM Texas RIA

The deal brings Sequoia's locations to 14 across eight states.

Wealth Management Firms Grow Via Specialization

Wealth management firms appear to be increasing their focus on certain demographics to separate themselves from the pack.

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

Sequoia Financial to Buy $930 Million Nashville Advisor Firm

Sequoia Financial Group is buying M Capital Advisors, a registered investment advisor based in Nashville with $930 million in assets under management. M…