Ohio-based Sequoia Financial Group and Carlson Capital Management recently announced that “they have reached an agreement” ...

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

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 ...

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

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

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 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 ...

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

which is backed by Kudu Investment Management and Valeas Capital Partners, has agreed to acquire Carlson Capital Management, a Northfield, Minnesota-based investment advisory firm. No financial ...

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 ...