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RIA comparison · SEC Form ADV

Wealthspire Advisors 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

Wealthspire Advisors is the larger of the two, with $34B in regulatory assets to $32B at Sequoia Financial Group, L.L.C., 6% more than its rival, by their latest Form ADV filings. Sequoia Financial Group, L.L.C. reports more individual clients (11,064 vs 9,736), while Wealthspire Advisors’ clients hold more on average (about $3.4 million each against $2.7 million). Wealthspire Advisors is based in New York, New York and Sequoia Financial Group, L.L.C. in Akron, Ohio.

FigureWealthspire AdvisorsSequoia Financial Group, L.L.C.
Regulatory AUM$34B$32B
National rank#30#32
HeadquartersNew York, New YorkAkron, Ohio
Individual clients9,73611,064
High-net-worth clients5,5534,556
Average client assets$3.4 million$2.7 million
Accounts9,97339,636
Discretionary96% of AUM95% of AUM
Employees397424
Advisory staff220195
Clients per advisory employee4457
Offices2739
Form ADV filed2026-04-302026-08-24

Wealthspire Advisors

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • 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, Wealthspire Advisors or Sequoia Financial Group, L.L.C.?

Wealthspire Advisors, with $34B in regulatory assets under management against $32B at Sequoia Financial Group, L.L.C. Nationally they rank #30 and #32 among 5,657 independent wealth management RIAs.

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

Wealthspire Advisors reports 9,736 individual clients (5,553 high-net-worth) with 220 advisory employees; Sequoia Financial Group, L.L.C. reports 11,064 (4,556 high-net-worth) with 195 advisory employees.

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

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

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

Sequoia Financial Group, L.L.C. lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; periodicals or newsletters; educational seminars and workshops, which Wealthspire Advisors does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; 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: Wealthspire Advisors ↗, Sequoia Financial Group, L.L.C. ↗. How to check a financial advisor →