Among the six financial advisers that left Sequoia Financial Group, four have combined to launch a new AFSL, according to ...

Allworth Financial LP lowered its position in Ares Capital Co. (NASDAQ:ARCC – Free Report) by 17.7% in the fourth quarter, ...

Allworth Financial LP boosted its holdings in shares of Cincinnati Financial Co. (NASDAQ:CINF – Free Report) by 16.7% in the fourth quarter, according to the company in its most recent Form 13F filing ...

Sequoia Financial Group has declined by five financial advisers in the past week, with four of whom opening up a new AFSL, according to Wealth Data. In the week ending 20 February, the Australian ...

Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield-based investment advisory firm with $3.8 billion in client assets ...

Founded in 1987, CCM provides integrated wealth management services including investment, retirement, tax, estate, risk management, and philanthropic planning to approximately 1,300 clients ...

Sequoia Financial Group has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed sum. The acquisition, expected to complete on 31 March ...

AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...

The deal is expected to close on March 31, 2025 Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024 Founded in 1987, CCM has $3.8 ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of the deal between the two wealth managers were not disclosed ...