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Sequoia Financial Group acquires $310M AUM Texas RIA

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

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Wealth Management Firms Grow Via Specialization

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

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

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

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.

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Local wealth management firm to be acquired

M Capital preps deal with Ohio company with $15B in assets under management

United statesBelle meadeSan antonioSouth carolinaGreen hillsHarding pikeMauro mastrapasquaCoplan aronoffFrank mastrapasquaEdwin bartonClaude koontzTom haughtPatrick snellAffinia financial groupSequoia financial groupWoodmont boulevard

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