Sequoia Financial Group Recognized in Top 10 of “Best Financial Advisory Firms 2024” by USA Today, Statista
by Sequoia Financial Group
Sequoia Financial Group is thrilled to be recognized as one of the “Best Financial Advisory Firms 2024” by USA TODAY and Statista, landing among the Top 10.
“We’re honored to be named among the Top 10 firms of USA TODAY and Statista’s ranking of “Best Financial Advisory Firms 2024,” says Sequoia Financial Group’s Executive Vice President and Chief Client Experience Officer, Annie McCauley. “To be recognized by our clients and peers is a great validation of the client experience at Sequoia. We believe the best way to serve our clients is through personalization – with specialized advisory teams tailored to each client’s unique needs and preferences.”
The ranking is based on the growth of the companies’ assets under management (AUM) over the short (12-month) and long (5-year) term and the number of recommendations it received from clients and peers. Recommendations were collected via an independent survey carried out by among over 25,000 individuals. Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Since it is an independent survey carried out by USA TODAY and Statista, the firm needs to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination.
The Best Financial Advisory Firms 2024 title firmly cements Sequoia Financial Group’s reputation as a firm valued by clients and respected by peers.
If you’re looking for a team to enrich your life and the lives of your loved ones by helping advance your chosen future, contact Sequoia Financial Group now.