Merger · Activity not yet classified
Wealthstone Advisors
Transaction overview
Reported acquisition
Exact closing date not established.
Sequoia Financial Group announced a merger with Wealthstone Advisors and later reported acquiring the firm in April 2021.
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
- Wealth Managers Sequoia Financial Group and WEALTHSTONE ADVISORS to Merge, Jointly Overseeing More Than $7 Billion in Assets ↗
Sequoia Financial Group · Published Apr 21, 2021
The April 20 release announced a definitive agreement for Sequoia Financial Group and Wealthstone Advisors to merge.
- Sequoia Financial Group to Acquire NCA Financial Planners, Creating Wealth Manager With $10 Billion ↗
Sequoia Financial Group · Published Nov 15, 2021
A later Sequoia release reported that the firm acquired Wealthstone Advisors in April 2021; it did not give an exact closing day.