SEQUOIA FINANCIAL ADVISORS, L.L.C.
Legal name: SEQUOIA FINANCIAL GROUP, L.L.C.
CRD #117756 SEC #801-61089 AKRON, OH 330-375-9480
SEC Registered Private Funds
Total AUM
$23B
Discretionary
$21.5B
Employees
296
Clients
--
Accounts
28,338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Aug 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Aug 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Jun 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Jun 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| May 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Apr 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Feb 2025 | $23B | $21.5B | $1.5B | 296 | 100 |
| Aug 2024 | $20B | $18.2B | $1.8B | 276 | 100 |
| May 2024 | $17.9B | $15.9B | $2B | 250 | 100 |
| Mar 2024 | $17.9B | $15.9B | $2B | 250 | 100 |
| Nov 2023 | $15.5B | $13.6B | $1.9B | 241 | 102 |
| Sep 2023 | $15.5B | $13.6B | $1.9B | 241 | 102 |
| Aug 2023 | $15.5B | $13.6B | $1.9B | 241 | 102 |
| Jul 2023 | $15.6B | $12.2B | $3.3B | 212 | 102 |
| Apr 2023 | $15.6B | $12.2B | $3.3B | 212 | 102 |
| Apr 2023 | $15.6B | $12.2B | $3.3B | 212 | 102 |
| Mar 2023 | $15.6B | $12.2B | $3.3B | 212 | 102 |
| Feb 2023 | $10B | $8.3B | $1.7B | 183 | 102 |
| Nov 2022 | $9.2B | $7.6B | $1.5B | 185 | 98 |
| Sep 2022 | $10.1B | $8.3B | $1.8B | 166 | 98 |
| Jul 2022 | $10.1B | $8.3B | $1.8B | 166 | 98 |
| Jun 2022 | $10.1B | $8.3B | $1.8B | 167 | 98 |
| Mar 2022 | $10.1B | $8.3B | $1.8B | 167 | 98 |
| Jan 2022 | $5.5B | $4.1B | $1.4B | 90 | 75 |
| Aug 2021 | $5.5B | $4.1B | $1.4B | 89 | 75 |
| Jun 2021 | $5.5B | $4.1B | $1.4B | 89 | 75 |
| Apr 2021 | $5.5B | $4.1B | $1.4B | 89 | 75 |
| Mar 2021 | $5.5B | $4.1B | $1.4B | 89 | 75 |
| Nov 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Sep 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Jul 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Jul 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Jun 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Jun 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| May 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Apr 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Mar 2020 | $4.6B | $3.6B | $1.1B | 89 | 70 |
| Mar 2020 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| Oct 2019 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| Sep 2019 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| Aug 2019 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| Jul 2019 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| May 2019 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| May 2019 | $3.9B | $3.9B | $39.8M | 85 | 74 |
| Jan 2019 | $4.1B | $3.6B | $552.3M | 66 | 179 |
| Jan 2019 | $4.1B | $3.6B | $552.3M | 66 | 179 |
| Sep 2018 | $4.1B | $3.6B | $552.3M | 66 | 179 |
| Jul 2018 | $4.1B | $3.6B | $552.3M | 66 | 179 |
| Apr 2018 | $4.1B | $3.6B | $552.3M | 66 | 179 |
| Jun 2017 | $3.2B | $1.9B | $1.3B | 61 | 2,000 |
| Apr 2017 | $3.2B | $1.9B | $1.3B | 61 | 2,000 |
| Feb 2017 | $1.9B | $1.1B | $715.1M | 48 | 1,400 |
| Oct 2016 | $1.9B | $1.1B | $715.1M | 48 | 1,400 |
| Oct 2016 | $1.9B | $1.1B | $715.1M | 48 | 1,400 |
| Oct 2016 | $1.9B | $1.1B | $715.1M | 48 | 1,400 |
| Apr 2016 | $1.9B | $1.1B | $715.1M | 48 | 1,400 |
| Dec 2015 | $1.5B | $958.8M | $564.8M | 41 | 2,400 |
| Apr 2015 | $1.5B | $958.8M | $564.8M | 41 | 2,400 |
| Sep 2014 | $1.2B | $907M | $275.3M | 40 | 2,200 |
| Aug 2014 | $1.2B | $907M | $275.3M | 40 | 2,200 |
| Apr 2014 | $1.2B | $907M | $275.3M | 40 | 2,200 |
| Nov 2013 | $985.3M | $753.1M | $232.2M | 33 | 2,200 |
| Mar 2013 | $985.3M | $753.1M | $232.2M | 33 | 2,200 |
| Mar 2013 | $985.3M | $753.1M | $232.2M | 33 | 2,200 |
| Oct 2012 | $590.1M | $507.1M | $83M | 31 | 1,600 |
| Jul 2012 | $590.1M | $507.1M | $83M | 11 | 1,600 |
| Apr 2012 | $590.1M | $507.1M | $83M | 11 | 1,600 |
| Mar 2012 | $590.1M | $507.1M | $83M | 11 | 1,600 |
| Jun 2011 | $494.7M | $404M | $90.7M | -- | -- |
| May 2011 | $494.7M | $404M | $90.7M | -- | -- |
| Apr 2011 | $494.7M | $404M | $90.7M | -- | -- |
| Apr 2010 | $333.1M | $289.2M | $43.9M | -- | -- |
| Oct 2009 | $279.1M | $244.8M | $34.3M | -- | -- |
| Apr 2009 | $279.1M | $244.8M | $34.3M | -- | -- |
| Feb 2009 | $289.5M | $247.4M | $42.1M | -- | -- |
| Dec 2007 | $331.9M | $306M | $25.9M | -- | -- |
| Mar 2007 | $269.2M | $266.9M | $2.3M | -- | -- |
| Dec 2006 | $260M | $260M | $0 | -- | -- |
| Oct 2005 | $150M | $120M | $30M | -- | -- |
| Dec 2004 | $102.6M | $69.8M | $32.8M | -- | -- |
| Dec 2003 | $72.4M | $39.5M | $32.9M | -- | -- |
| Dec 2003 | $72.4M | $39.5M | $32.9M | -- | -- |
| Apr 2002 | $46M | $32.2M | $13.8M | 10 | -- |
DateOct 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateAug 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateAug 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateJun 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateJun 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateMay 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateApr 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateFeb 2025
Total AUM$23B
Discretionary$21.5B
Non-Disc.$1.5B
Employees296
Clients100
DateAug 2024
Total AUM$20B
Discretionary$18.2B
Non-Disc.$1.8B
Employees276
Clients100
DateMay 2024
Total AUM$17.9B
Discretionary$15.9B
Non-Disc.$2B
Employees250
Clients100
DateMar 2024
Total AUM$17.9B
Discretionary$15.9B
Non-Disc.$2B
Employees250
Clients100
DateNov 2023
Total AUM$15.5B
Discretionary$13.6B
Non-Disc.$1.9B
Employees241
Clients102
DateSep 2023
Total AUM$15.5B
Discretionary$13.6B
Non-Disc.$1.9B
Employees241
Clients102
DateAug 2023
Total AUM$15.5B
Discretionary$13.6B
Non-Disc.$1.9B
Employees241
Clients102
DateJul 2023
Total AUM$15.6B
Discretionary$12.2B
Non-Disc.$3.3B
Employees212
Clients102
DateApr 2023
Total AUM$15.6B
Discretionary$12.2B
Non-Disc.$3.3B
Employees212
Clients102
DateApr 2023
Total AUM$15.6B
Discretionary$12.2B
Non-Disc.$3.3B
Employees212
Clients102
DateMar 2023
Total AUM$15.6B
Discretionary$12.2B
Non-Disc.$3.3B
Employees212
Clients102
DateFeb 2023
Total AUM$10B
Discretionary$8.3B
Non-Disc.$1.7B
Employees183
Clients102
DateNov 2022
Total AUM$9.2B
Discretionary$7.6B
Non-Disc.$1.5B
Employees185
Clients98
DateSep 2022
Total AUM$10.1B
Discretionary$8.3B
Non-Disc.$1.8B
Employees166
Clients98
DateJul 2022
Total AUM$10.1B
Discretionary$8.3B
Non-Disc.$1.8B
Employees166
Clients98
DateJun 2022
Total AUM$10.1B
Discretionary$8.3B
Non-Disc.$1.8B
Employees167
Clients98
DateMar 2022
Total AUM$10.1B
Discretionary$8.3B
Non-Disc.$1.8B
Employees167
Clients98
DateJan 2022
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees90
Clients75
DateAug 2021
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees89
Clients75
DateJun 2021
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees89
Clients75
DateApr 2021
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees89
Clients75
DateMar 2021
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees89
Clients75
DateNov 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateSep 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateJul 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateJul 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateJun 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateJun 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateMay 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateApr 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateMar 2020
Total AUM$4.6B
Discretionary$3.6B
Non-Disc.$1.1B
Employees89
Clients70
DateMar 2020
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateOct 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateSep 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateAug 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateJul 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateMay 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateMay 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$39.8M
Employees85
Clients74
DateJan 2019
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$552.3M
Employees66
Clients179
DateJan 2019
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$552.3M
Employees66
Clients179
DateSep 2018
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$552.3M
Employees66
Clients179
DateJul 2018
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$552.3M
Employees66
Clients179
DateApr 2018
Total AUM$4.1B
Discretionary$3.6B
Non-Disc.$552.3M
Employees66
Clients179
DateJun 2017
Total AUM$3.2B
Discretionary$1.9B
Non-Disc.$1.3B
Employees61
Clients2,000
DateApr 2017
Total AUM$3.2B
Discretionary$1.9B
Non-Disc.$1.3B
Employees61
Clients2,000
DateFeb 2017
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$715.1M
Employees48
Clients1,400
DateOct 2016
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$715.1M
Employees48
Clients1,400
DateOct 2016
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$715.1M
Employees48
Clients1,400
DateOct 2016
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$715.1M
Employees48
Clients1,400
DateApr 2016
Total AUM$1.9B
Discretionary$1.1B
Non-Disc.$715.1M
Employees48
Clients1,400
DateDec 2015
Total AUM$1.5B
Discretionary$958.8M
Non-Disc.$564.8M
Employees41
Clients2,400
DateApr 2015
Total AUM$1.5B
Discretionary$958.8M
Non-Disc.$564.8M
Employees41
Clients2,400
DateSep 2014
Total AUM$1.2B
Discretionary$907M
Non-Disc.$275.3M
Employees40
Clients2,200
DateAug 2014
Total AUM$1.2B
Discretionary$907M
Non-Disc.$275.3M
Employees40
Clients2,200
DateApr 2014
Total AUM$1.2B
Discretionary$907M
Non-Disc.$275.3M
Employees40
Clients2,200
DateNov 2013
Total AUM$985.3M
Discretionary$753.1M
Non-Disc.$232.2M
Employees33
Clients2,200
DateMar 2013
Total AUM$985.3M
Discretionary$753.1M
Non-Disc.$232.2M
Employees33
Clients2,200
DateMar 2013
Total AUM$985.3M
Discretionary$753.1M
Non-Disc.$232.2M
Employees33
Clients2,200
DateOct 2012
Total AUM$590.1M
Discretionary$507.1M
Non-Disc.$83M
Employees31
Clients1,600
DateJul 2012
Total AUM$590.1M
Discretionary$507.1M
Non-Disc.$83M
Employees11
Clients1,600
DateApr 2012
Total AUM$590.1M
Discretionary$507.1M
Non-Disc.$83M
Employees11
Clients1,600
DateMar 2012
Total AUM$590.1M
Discretionary$507.1M
Non-Disc.$83M
Employees11
Clients1,600
DateJun 2011
Total AUM$494.7M
Discretionary$404M
Non-Disc.$90.7M
Employees--
Clients--
DateMay 2011
Total AUM$494.7M
Discretionary$404M
Non-Disc.$90.7M
Employees--
Clients--
DateApr 2011
Total AUM$494.7M
Discretionary$404M
Non-Disc.$90.7M
Employees--
Clients--
DateApr 2010
Total AUM$333.1M
Discretionary$289.2M
Non-Disc.$43.9M
Employees--
Clients--
DateOct 2009
Total AUM$279.1M
Discretionary$244.8M
Non-Disc.$34.3M
Employees--
Clients--
DateApr 2009
Total AUM$279.1M
Discretionary$244.8M
Non-Disc.$34.3M
Employees--
Clients--
DateFeb 2009
Total AUM$289.5M
Discretionary$247.4M
Non-Disc.$42.1M
Employees--
Clients--
DateDec 2007
Total AUM$331.9M
Discretionary$306M
Non-Disc.$25.9M
Employees--
Clients--
DateMar 2007
Total AUM$269.2M
Discretionary$266.9M
Non-Disc.$2.3M
Employees--
Clients--
DateDec 2006
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$150M
Discretionary$120M
Non-Disc.$30M
Employees--
Clients--
DateDec 2004
Total AUM$102.6M
Discretionary$69.8M
Non-Disc.$32.8M
Employees--
Clients--
DateDec 2003
Total AUM$72.4M
Discretionary$39.5M
Non-Disc.$32.9M
Employees--
Clients--
DateDec 2003
Total AUM$72.4M
Discretionary$39.5M
Non-Disc.$32.9M
Employees--
Clients--
DateApr 2002
Total AUM$46M
Discretionary$32.2M
Non-Disc.$13.8M
Employees10
Clients--