Sequoia Financial Group Acquires Sterling Financial Group
December 4, 2025
Sequoia Financial Group, an Akron-based SEC-registered wealth manager with $29.9 billion AUM, has acquired Pasadena-based Sterling Financial Group, a seven-person independent investment advisory firm with $406 million in AUM. The deal expands Sequoia's footprint in California and brings Sterling's advisors and clients into Sequoia's platform; terms were not disclosed.
- Buyers
- Sequoia Financial Group, LLC
- Targets
- Sterling Financial Group, Inc.
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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