Ohio-based Sequoia Financial Group and Carlson Capital Management recently announced that “they have reached an agreement” ...

Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...

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

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

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 ...

Mergers and acquisitions in the wealth management industry set a fresh record in 2024, with registered investment advisory ...

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 Northfield, Minnesota ...

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

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 ...

Feb. 5—ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and ...