SEQUOIA FINANCIAL ADVISORS
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+4 YoYRank #1674 of mapped providers
Assets under administration$18.8B0.0%Market share · rank #686
Fees received$345,610Median $24,327/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SEQUOIA FINANCIAL ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where SEQUOIA FINANCIAL ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $25,780 | |
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $13,278 |
Competitor overlap
Percent of SEQUOIA FINANCIAL ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SEQUOIA FINANCIAL ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | MERCER | $8.9B |
UIPATH, INC.NY · 474333187-001 | PENSIONMARK FINANCIAL GROUP LLC | $202M |
PWP EMPLOYER LPNY · 813881290-001 | LEAFHOUSE FINANCIAL ADVISORS, LLC | $172M |
O & W, INC.MI · 381540106-003 | CIRRUS WEALTH MANAGEMENT LLC | $19M |
Plans lost in 2024
Appeared last year under SEQUOIA FINANCIAL ADVISORS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $207,038 | 9y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $13,278 | 1y | 1 |
UIPATH, INC.NY · 474333187-001 | $202M | 1,684 | $40,000 | 1y | 1 |
PWP EMPLOYER LPNY · 813881290-001 | $172M | 1,136 | $24,000 | 1y | 1 |
SHUTTS & BOWEN LLPFL · 590447122-021 | $169M | 439 | $9,735 | 3y | 1 |
OHIO ANESTHESIA GROUP, INC.OH · 260347451-001 | $62M | 138 | $27,232 | 5y | 1 |
O & W, INC.MI · 381540106-003 | $19M | 194 | $24,327 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into SEQUOIA FINANCIAL ADVISORS.
- SEQUOIA
- SEQUOIA 401K ADVISORY SERVICE
- SEQUOIA BENEFITS & INSURANCE SERVI
- SEQUOIA CONSULTING GROUP
- SEQUOIA FIANCIAL ADVISORS, LLC
- SEQUOIA FINANCIAL AD
- SEQUOIA FINANCIAL ADVISERS
- SEQUOIA FINANCIAL ADVISORS
- SEQUOIA FINANCIAL ADVISORS LLC
- SEQUOIA FINANCIAL ADVISORS, LLC
- SEQUOIA FINANCIAL ADVISORS,LLC
- SEQUOIA FINANCIAL GROUP
- SEQUOIA FINANCIAL GROUP, LLC
- THE SEQUOIA GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SEQUOIA FINANCIAL ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 57.14% | 1.76% | +55.38 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SEQUOIA FINANCIAL ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent