Acquisition · Activity not yet classified
BSW Wealth Partners
Transaction overview
Reported acquisition
Announced:
Exact closing date not established.
Sequoia Financial Group reported acquiring BSW Wealth Partners.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Sequoia Financial Group Acquires $2.3 Billion RIA BSW Wealth Partners, Deepening Colorado Presence ↗
Sequoia Financial Group · Published Sep 3, 2026
Sequoia Financial Group reported acquiring BSW Wealth Partners. Article dateline September 1; page publication September 3, 2026.