Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.

Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.

Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of the ...

Mergers and acquisitions in the wealth management industry set a fresh record in 2024, with registered investment advisory ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota ...

Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets.