The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

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 ...

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

PFG Investments LLC cut its position in Seagate Technology Holdings plc (NASDAQ:STX – Free Report) by 9.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and ...

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

Nisa Investment Advisors LLC cut its position in shares of Vulcan Materials (NYSE:VMC – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the ...

CNBC's Kate Rooney sits down with Konstantine Buhler, partner at Sequoia Capital, to discuss AI's evolution in Silicon Valley ...