Sequoia Financial Group to Acquire The Martin Worley Group

Sequoia Financial Group Acquires BSW Wealth Partners

September 1, 2026

Wealth Management

Sequoia Financial Group acquired BSW Wealth Partners, an independent registered investment adviser managing about $2.3 billion in client assets. After the deal, BSW will operate under the Sequoia Financial brand, giving its clients access to Sequoia’s advisory bench, tax and estate planning specialists, family office services, and broader investment platform.

Sequoia Financial Group Acquires Sterling Financial Group

December 4, 2025

Financial Services

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.

Sequoia Financial Group Acquires Carlson Capital Management

January 29, 2025

Financial Services

Sequoia Financial Group has agreed to acquire Carlson Capital Management (CCM), a Northfield, Minnesota-based wealth manager with $3.8 billion in client assets. The deal was expected to close on March 31 and has since been completed, expanding Sequoia’s national footprint and adding internal tax planning and preparation capabilities.

Lenox Advisors Acquires Martin/Wight & Company, LLC

May 30, 2024

Financial Services

Lenox Advisors, an affiliate of NFP (an Aon company), has acquired Martin/Wight & Company, LLC, a Hunt Valley, Maryland-based insurance and financial services firm that specializes in serving medical professionals. The deal expands Lenox Advisors' footprint in the Mid-Atlantic and brings an $800M Maryland practice and the firm's founders, Brian Martin and Ted Wight, into Lenox as partners.

Sequoia Financial Group Acquires M Capital Advisors

October 20, 2023

Wealth Management

Sequoia Financial Group has entered into an agreement to acquire Nashville-based M Capital Advisors, an SEC-registered wealth management firm managing approximately $930 million in assets. The acquisition expands Sequoia's wealth management capabilities and high-net-worth client offerings; the transaction was expected to close by Oct. 31, 2023 and financial terms were not disclosed.

Sequoia Financial Group Acquires Cirrus Wealth Management

July 31, 2023

Financial Services

Sequoia Financial Group, an Akron-based SEC-registered wealth manager with nearly $16 billion in AUM, has agreed to acquire Cleveland-based Cirrus Wealth Management. The transaction, intended to support Cirrus's succession plan and expand Sequoia's advisor platform and client services, is expected to close on July 31, 2023; financial terms were not disclosed.