RIA · Independent channel
Sequoia Financial Group
Includes the history of Quish (acquired October 2026) · BSW Wealth Partners (acquired August 2026) · All Star Financial (acquired August 2026)
Sequoia Financial Group has a documented practice acquisition or merger route for established advisory firms.
- Website
- sequoia-financial.com
- Regulator record
- SEQUOIA FINANCIAL GROUP, L.L.C. (SEC)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$3.3B
Reported practice assets · 3 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 3
Teams joining Sequoia Financial Group in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 22 | Acquisition | QuishBoulder, CO | QuishRIAacquired by Sequoia Financial Group, Oct 2026 | $175M | Press Release |
| Sep 1 | Acquisition | BSW Wealth PartnersDenver, CO | BSW Wealth PartnersRIAacquired by Sequoia Financial Group, Aug 2026 | $2.3B | Press Release |
| Aug 7 | Acquisition | All Star FinancialMinneapolis, MN | All Star FinancialRIAacquired by Sequoia Financial Group, Aug 2026 | $796M | Press Release |
Departures 0
Teams leaving Sequoia Financial Group in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.