Sequoia Financial Group gets first Cali office with $406m RIA buy

Booth & Company
Dec 22, 2025
1 min read

Sequoia Financial Group has acquired Sterling Financial Group, marking its first standalone office in California. This acquisition strengthens Sequoia's presence in the state and adds approximately $406 million in assets under management. The deal includes key figures from Sterling Financial, such as owner Michael Hatch and principal Kody Brown, who are now equity owners in Sequoia.

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Sequoia Financial Group gets first Cali office with $406m RIA buy

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