Sequoia Financial Group, L.L.C.

Firm record

As recorded in SEC IAPD

Firm CRD

117756

SEC number

801-61089

Firm type

RIA

Assets under management

$32.2B as of Jun 30, 2026

Website

x.com/SEQUOIAFIN ↗

Phone

330-375-9480

Address

3500 Embassy Parkway, Akron, OH, 44333

Advisors at this firm

193 in our index · page 1 of 4

• Edward Nishan AntoianCRD 1057744 · Berwyn, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ryan Christopher BaneyCRD 5638647 · Tampa, FL
  IA Registered
• Andrew Thomas BarrettCRD 1885049 · Charleston, SC
  IA Registered
• Edwin Ray BartonCRD 7011364 · Nashville, TN
  IA Registered
• Don BentleyCRD 4133038 · Troy, MI
  IA Registered
• Matthew Alan BerhowCRD 4491652 · Minneapolis, MN
  IA RegisteredRegistration inactive
• David BerryCRD 2419241 · St. Clair Shores, MI
  IA RegisteredRegistration inactive
• Amanda Katherine BlankenshipCRD 5365463 · Beachwood, OH
  IA Registered
• Christine Michelle BoehnleinCRD 2549788 · Beachwood, OH
  IA Registered
• Kody Austin BrownCRD 6774043 · Pasadena, CA
  IA RegisteredRegistration inactive
• Kyra BowdenCRD 6390359 · Tampa, FL
  IA Registered
• Caden BoyerCRD 8099929 · Bloomington, MN
  IA Registered
• Jill A BranthooverCRD 3094391 · Beachwood, OH
  IA RegisteredRegistration inactive
• Janice Marie CackowskiCRD 5902900 · Mayfield Heights, OH
  IA Registered
• Gregory Alan CarlsonCRD 1054375 · Northfield, MN
  IA Registered
• Jeffrey Robert CarlsonCRD 1232717 · Northfield, MN
  IA Registered
• Halle Michelle ChelkoCRD 7771791 · Mayfield, OH
  IA Registered
• Kimberly Dawn Chism-MooreCRD 5618029 · Charleston, SC
  IA Registered
• Trevor Robert ChunaCRD 5031603 · Akron, OH
  IA Registered
• Scott A. ClarkCRD 4311666 · Waxhaw, NC
  IA RegisteredRegistration inactive
• Jennifer Kathryn CollinsCRD 2449551 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Norman Gary CookCRD 2470898 · Nashville, TN
  IA RegisteredRegistration inactive
• Ryan Karl CosgrayCRD 6018266 · Dublin, OH
  IA RegisteredRegistration inactive
• Michael Christopher CoyneCRD 6220075 · Berwyn, PA
  IA RegisteredRegistration inactive
• Eric Michael CarlonCRD 7591560 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Lane Darryl ChristensenCRD 7972302 · Bloomington, MN
  IA Registered
• Maxwell M ColeCRD 7969306 · Akron, OH
  IA Registered
• Angela J CosgrayCRD 3091416 · Dublin, OH
  IA RegisteredRegistration inactive
• Cuyler Chase CostanzoCRD 7220695 · Charleston, SC
  IA RegisteredRegistration inactive
• Christopher James CreahanCRD 6843704 · Beachwood, OH
  IA Registered
• John Michael CroninCRD 7905754 · Northfield, MN
  IA Registered
• Ignacio D'windtCRD 6604050 · Houston, TX
  IA RegisteredRegistration inactive
• Brandon Allen DeckertCRD 6238255 · Dublin, OH
  IA RegisteredRegistration inactive
• Elizabeth Faller De NittoCRD 6946634 · Beachwood, OH
  IA Registered
• Karey Lynn EdwardsCRD 3240428 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Amy Jean ErkenbrackCRD 2852476 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Landon EatoughCRD 7978109 · Lehi, UT
  IA Registered
• Connor Steven FifeCRD 6813907 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Kerry-Michael FinnCRD 4366139 · Irvine, CA
  IA Registered
• Thomas Randolph FoxCRD 4881210 · Tampa, FL
  IA RegisteredRegistration inactive
• Phillip Benjamin FriedmanCRD 6092134 · Mayfield Heights, OH
  IA RegisteredRegistration inactive
• Raymond Chad FrueboesCRD 6613000 · San Antonio, TX
  IA RegisteredRegistration inactive
• Austin T FieldsCRD 6608159 · Lehi, UT
  IA Registered
• Sara Sydney GansCRD 6076623 · Tampa, FL
  IA Registered
• Callie Rae GeistCRD 6293240 · Northfield, MN
  IA Registered
• Zachary Noah GerberCRD 7389346 · Mayfield Heights, OH
  IA Registered
• Carlos Alberto GonzalezCRD 5286030 · Berwyn, PA
  IA RegisteredRegistration inactive
• Kelley GraceCRD 7452323 · Norman, OK
  IA Registered
• Jack L GriffinCRD 3079449 · Cottonwood Heights, UT
  IA RegisteredRegistration inactive
• Brian James GrossmanCRD 5642861 · Akron, OH
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.