About Sequoia

On September 16, 2024 Sequoia placed 28th on the Barron’s list for the year 2024 (41st in 2023, 48th in 2022, 66th in 2021, 64th in 2020 and 47th in 2019). Barron's weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based off a 102-question survey. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. No fees in any years awarded were paid or incurred to receive this recognition. $18,950 was spent in 2023, $6,940 was spent in 2022, $8,500 was spent in 2021, $0 in 2020, and $17,240 in 2019 for marketing collateral associated with the award to be used on social media, our website, and email signatures. To view the full Barron's rankings, click here.

In September 2024, Sequoia was listed in Newsweek’s America's Top Financial Advisory Firms 2025.  Newsweek partnered with Plant-A Insights Group to highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach.  They analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Newsweek recognized the top 750 on the list. No fees in any years awarded were paid or incurred to receive this recognition.  $12,500 was spent in 2024 for marketing collateral associated with this award to be used on social media, website and email signatures. To view the full list, click here.

As Schwab describes, The IMPACT Awards® are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication, and fresh thinking. Only Schwab business partners may participate. The Best-in-Business IMPACT Award goes to an independent investment advisory firm that has been in business for at least 10 years, has a track record of growth and excellence, and uses technology solutions to help expand market reach, practice management and employee development techniques, operational efficiencies and responsiveness. Candidates must also use Charles Schwab & Co, Inc. or Charles Schwab Bank as a custodian for client assets, and have at least $25 million in AUM. No fees were paid or incurred for this recognition.