Sequoia Financial Acquires $2.3B RIA BSW Wealth Partners
Sequoia Financial Group, a wealth management company based in Akron, Ohio with $34.9 billion in assets under management, has acquired BSW Wealth Partners, a Colorado-based registered investment advisor (RIA) managing $2.3 billion in client assets. BSW was founded in 1992 and expanded to serve clients nationwide from Denver and Boulder offices. The acquisition allows Sequoia Financial to expand its presence into the Mountain West region while integrating BSW's team of advisors with its own network, which includes over 145 financial professionals offering tax, estate planning, and family office services. This is Sequoia’s second major RIA acquisition in 2026 following All Star Financial. The firm has also expanded into accounting through the recent purchase of A CPA Inc., continuing its strategy to grow via strategic M&A.
