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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Sequoia Financial Group, L.L.C. vs Tiedemann Advisors, LLC

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

The short answer

Sequoia Financial Group, L.L.C. is the larger of the two, with $32B in regulatory assets to $31B at Tiedemann Advisors, LLC, 4% more than its rival, by their latest Form ADV filings. Sequoia Financial Group, L.L.C. reports more individual clients (11,064 vs 407), while Tiedemann Advisors, LLC’s clients hold more on average (about $59 million each against $2.7 million). Sequoia Financial Group, L.L.C. is based in Akron, Ohio and Tiedemann Advisors, LLC in New York, New York.

FigureSequoia Financial Group, L.L.C.Tiedemann Advisors, LLC
Regulatory AUM$32B$31B
National rank#32#34
HeadquartersAkron, OhioNew York, New York
Individual clients11,064407
High-net-worth clients4,556407
Average client assets$2.7 million$59 million
Accounts39,636614
Discretionary95% of AUM85% of AUM
Employees424182
Advisory staff19564
Clients per advisory employee576
Offices399
Form ADV filed2026-08-242026-07-10

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

Tiedemann Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Sequoia Financial Group, L.L.C. or Tiedemann Advisors, LLC?

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

How many clients do Sequoia Financial Group, L.L.C. and Tiedemann Advisors, LLC have?

Sequoia Financial Group, L.L.C. reports 11,064 individual clients (4,556 high-net-worth) with 195 advisory employees; Tiedemann Advisors, LLC reports 407 (407 high-net-worth) with 64 advisory employees.

How do Sequoia Financial Group, L.L.C. and Tiedemann Advisors, LLC charge clients?

Only Sequoia Financial Group, L.L.C. lists hourly charges; subscription fees; performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Sequoia Financial Group, L.L.C. and Tiedemann Advisors, LLC offer?

Sequoia Financial Group, L.L.C. lists pension consulting; periodicals or newsletters; educational seminars and workshops, which Tiedemann Advisors, LLC 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; selecting other advisers.

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: Sequoia Financial Group, L.L.C. ↗, Tiedemann Advisors, LLC ↗. How to check a financial advisor →