Sequoia Financial Advisors LLC
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+2 YoYRank #1809 of mapped providers
Assets under administration$18.8B0.0%Market share · rank #718
Fees received$487,278Median $25,780/planSum across Schedule C direct + indirect
Net wins YoY+24 won · 2 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 LLC plan look like?
Service mix · median fees per plan
Count of plans where Sequoia Financial Advisors LLC 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 | |
Investment management; Direct payment from the planCode 28 | 1 | $141,668 |
Competitor overlap
Percent of Sequoia Financial Advisors LLC'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 LLC.
| Sponsor | From | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | Mercer | $8.9B |
UIPATH, INC.NY · 474333187-001 | Pensionmark Financial Group | $202M |
PWP EMPLOYER LPNY · 813881290-001 | Leaf House Financial Advisors | $172M |
O & W, INC.MI · 381540106-003 | Cirrus Wealth Management LLC | $19M |
Plans lost in 2024
Appeared last year under Sequoia Financial Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONTRA COSTA COUNTY ELECTRICAL WORKERS RETIREMENT PLAN & TRUSTCA · 946114525-001 | Fidelity Investments | $437M |
IBEW UNION LOCAL 129MI · 346701406-001 | Bridgeway Benefit Technologies | $109M |
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 |
MARITZ HOLDINGS INC.MO · 430393480-001 | $82M | 1,642 | $141,668 | 4y | - |
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: 89.1%
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 (17)
Raw Schedule C names collapsed into Sequoia Financial Advisors LLC.
- IBEW STABLE VALUE
- IBEW UNION LOCAL 129 FRINGE BENEFIT
- IBG FINANCIAL PARTNERS
- IBG FINANCIAL PARTNERS LLC
- IBG FINANCIAL PARTNERS, LLC
- SEQUIOA FINANCIAL GROUP, LLC
- SEQUOIA 401K ADVISORY SERVICE
- SEQUOIA FIANCIAL ADVISORS, LLC
- SEQUOIA FINACIAL GROUP, 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
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 LLC'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 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 50.00% | 1.76% | +48.24 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 LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Sequoia Financial Advisors LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Meranze Katz & Gaudioso PC | 1 | 12.5% |