Sequoia Financial Acquires BSW Wealth Partners for $2.3 Billion in Assets
Sequoia Financial Group has acquired BSW Wealth Partners, a Colorado-based wealth management firm with approximately $2.3 billion in client assets as of June 30, 2026. The acquisition is part of Sequoia's strategy to expand its presence across the U.S. through organic growth and targeted acquisitions. BSW will operate under the Sequoia Financial name and offer clients expanded services such as tax planning, estate management, family office support, and investment options. This follows a recent acquisition in August 2026 of All Star Financial with $1.3 billion in assets, further strengthening Sequoia's national footprint. Sequoia now serves around 11,000 client households through its network of 43 offices across the U.S., managing approximately $34.9 billion in total assets as of June 2026.
Topics: acquisitions expansion wealth management