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RIA comparison · SEC Form ADV

Clearstead; Clearstead Advisory Solutions vs Sequoia Financial Group, L.L.C.

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Clearstead; Clearstead Advisory Solutions is the larger of the two, with $34B in regulatory assets to $32B at Sequoia Financial Group, L.L.C., 5% more than its rival, by their latest Form ADV filings. Sequoia Financial Group, L.L.C. reports more individual clients (11,064 vs 4,311), while Clearstead; Clearstead Advisory Solutions’ clients hold more on average (about $4.9 million each against $2.7 million). Both are based in Ohio: Clearstead; Clearstead Advisory Solutions in Cleveland and Sequoia Financial Group, L.L.C. in Akron.

FigureClearstead; Clearstead Advisory SolutionsSequoia Financial Group, L.L.C.
Regulatory AUM$34B$32B
National rank#31#32
HeadquartersCleveland, OhioAkron, Ohio
Individual clients4,31111,064
High-net-worth clients2,1754,556
Average client assets$4.9 million$2.7 million
Accounts14,70739,636
Discretionary77% of AUM95% of AUM
Employees280424
Advisory staff104195
Clients per advisory employee4157
Offices1139
Form ADV filed2026-07-312026-08-24

Clearstead; Clearstead Advisory Solutions

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Sequoia Financial Group, L.L.C.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Clearstead; Clearstead Advisory Solutions or Sequoia Financial Group, L.L.C.?

Clearstead; Clearstead Advisory Solutions, with $34B in regulatory assets under management against $32B at Sequoia Financial Group, L.L.C. Nationally they rank #31 and #32 among 5,657 independent wealth management RIAs.

How many clients do Clearstead; Clearstead Advisory Solutions and Sequoia Financial Group, L.L.C. have?

Clearstead; Clearstead Advisory Solutions reports 4,311 individual clients (2,175 high-net-worth) with 104 advisory employees; Sequoia Financial Group, L.L.C. reports 11,064 (4,556 high-net-worth) with 195 advisory employees.

How do Clearstead; Clearstead Advisory Solutions and Sequoia Financial Group, L.L.C. charge clients?

Only Clearstead; Clearstead Advisory Solutions lists other forms of compensation on Form ADV. Only Sequoia Financial Group, L.L.C. lists subscription fees; performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Clearstead; Clearstead Advisory Solutions and Sequoia Financial Group, L.L.C. offer?

Clearstead; Clearstead Advisory Solutions lists other services, which Sequoia Financial Group, L.L.C. does not. Sequoia Financial Group, L.L.C. lists educational seminars and workshops, which Clearstead; Clearstead Advisory Solutions does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; pension consulting; selecting other advisers; periodicals or newsletters.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Clearstead; Clearstead Advisory Solutions ↗, Sequoia Financial Group, L.L.C. ↗. How to check a financial advisor →