{"id":1181254,"date":"2026-09-01T21:27:17","date_gmt":"2026-09-01T21:27:17","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/1181254\/"},"modified":"2026-09-01T21:27:17","modified_gmt":"2026-09-01T21:27:17","slug":"sequoia-adds-2-3-billion-ria-bsw-wealth-partners-in-colorado","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/1181254\/","title":{"rendered":"Sequoia Adds $2.3 Billion RIA BSW Wealth Partners in Colorado"},"content":{"rendered":"

Sequoia Financial Group, an Akron, Ohio-based wealth manager with $34.9 billion in assets under management, has acquired BSW Wealth Partners, a Colorado-based registered investment advisor with $2.3 billion in client assets.<\/p>\n

BSW was founded in 1992 by Debi Baydush, who was chief investment officer for 17 years before moving to an \u201cof counsel\u201d role. Baydush and team grew the firm to serve clients nationwide from offices in Denver and Boulder, Colo., offering financial planning and wealth management to individuals and families.<\/p>\n

CEO David Wolf joined the firm in 2002, according to his LinkedIn profile, and held the largest share of the firm before the deal, between 25% and 50%, according to its most recent Form ADV.<\/p>\n

BSW made the move partly to broaden its team to include Sequoia Financial\u2019s roughly 145 other advisors and client services across tax, estate, and family office services, as well as access to Sequoia Financial\u2019s investment platform. BSW will now also operate under the Sequoia Financial brand.<\/p>\n

Related:Allworth Clears $40B in AUM with Two Deals Worth $947M<\/a><\/p>\n

\u201cUnited, we can better serve families for generations, create exciting career opportunities for our team, and broaden our impact in Boulder, Denver, and throughout the Mountain West,\u201d Wolf said in a statement.<\/p>\n

Sequoia is led by CEO Tom Haught and is majority-owned by its employees, with a minority stake held by private equity firm Valeas Capital Partners<\/a>.<\/p>\n

In August, Sequoia Financial made its second acquisition of 2026<\/a> with All Star Financial, a Twin Cities-based wealth manager with $1.3 billion in client assets under management and advisement. In June, Sequoia Financial acquired A CPA Inc., an accounting, tax and advisory firm in Dublin, Ohio.<\/p>\n

That move came after the RIA brought its M&A counsel, Michael Marhofer, in-house in March 2025<\/a>, a move that also included an equity stake. Marhofer had worked on previous deals for Sequoia, including its largest acquisition to date, a $3.8B Minneapolis-area-based RIA<\/a>, Carlson Capital Management, at the start of 2025.<\/p>\n

Sequoia has grown to work with about 11,000 client households from 43 offices, with clients in every state and Washington, D.C.<\/p>\n

Hue Partners consulted BSW on its move to the firm.<\/p>\n","protected":false},"excerpt":{"rendered":"Sequoia Financial Group, an Akron, Ohio-based wealth manager with $34.9 billion in assets under management, has acquired BSW…\n","protected":false},"author":2,"featured_media":1181255,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[3093],"tags":[51,474,2499,16,15],"class_list":["post-1181254","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-uk","tag-united-kingdom"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1181254","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=1181254"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1181254\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/1181255"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=1181254"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=1181254"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=1181254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}