Sequoia Financial Group acquires BSW Wealth Partners with $2.3B in assets
Denver, CO
Summary
Sequoia Financial Group acquired BSW Wealth Partners in Denver, CO, with $2.3 billion in assets.
Sources
5| PR Newswire | Sequoia Financial Group Acquires $2.3 Billion RIA BSW Wealth Partners, Deepening Colorado Presence · September 1, 2026 |
 Financial Advisor | Sequoia Financial Acquires $2.3B AUM Colorado Firm · September 1, 2026 |
 InvestmentNews | RIA consolidation rolls on as Sequoia and Allworth ink fresh deals · September 2, 2026 |
 AdvisorHub | Sequoia Financial Buys $2.3 Billion Colorado RIA · September 1, 2026 |
 Wealth Management | Sequoia Financial Acquires $2.3B RIA BSW Wealth Partners, Expanding in Colorado · September 1, 2026 |