Founded in 1987, Carlson Capital Management provides investment, retirement, tax, estate, risk-management, and philanthropic planning to approximately 1,300 clients, primarily in the greater ...

ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson ...

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

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...

On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion.

Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024 Founded in 1987, CCM has $3.8 billion in client assets as of December 31, 2024 ...

Learn more about Gregory Carlson, a financial advisor in Northfield, MN with the US News Advisor Finder.

The Northfield-based Carlson Capital Management has been acquired by Sequoia Financial Group, a wealth manager based in Akron, Ohio, according to a press release on the topic.

Feb. 5—ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and ...

AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of ...