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Carlson Capital Management

Carlson Capital Management Market Share Analysis for May 2026

Sequoia Financial Group provides personalized wealth management, financial planning, and investment strategies to help you achieve your financial goals.

Finance > Accounting and Auditing

Domaincarlsoncap.com

Year Founded1987

Employees51 - 200

Annual Revenue$15M - $25M

Carlson Capital Management

Carlson Capital Management (including company regionals)

carlsoncap.com

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Carlson Capital Management Revenue up to May 2026 is 15M - 25M

revenue generated by Carlson Capital Management top domains

Carlson Capital Management top domains revenue over 3 years

Revenue for Carlson Capital Management top domains

carlsoncap.com15M - 25M

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Total visits to Carlson Capital Management's top domains

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Total visits last 3 months

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Avg. visit duration in Carlson Capital Management's top domains

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Avg. pageviews on Carlson Capital Management's top domains

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Carlson Capital Management top competitors by domain

Top similar sites in May 2026, ranked by their affinity

raymondjames.comCompany NameRaymond JamesEmployees> 10001HQUnited States, Florida, Saint PetersburgAnnual revenue> $1BTotal visits886.8KFinance > Financial Planning and Management

Top technologies used by Carlson Capital Management

These are the website technologies, by industry, used by Carlson Capital Management top domains

Advertising (11)

DoubleClick

Conversion & Analytics (5)

Google Analytics

Payment & Currencies (5)

Visa

Widget (5)

Twemoji

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11

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News & Signals from Carlson Capital Management

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NewsSequoia Financial Group acquired Carlson Capital Management, LLC for $3.8B on Jan 1st '25.In January 2025, Sequoia Financial reached an agreement to acquire Minnesota-based Carlson Capital Management, LLC with $3.8 billion in client assets.

NewsAffinia Financial Group acquired Carlson Capital Management, LLC for $3.8B on Feb 5th '25.Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield-based investment advisory firm with $3.8 billion in client assets, the companies announced Wednesday.

NewsCarlson Capital Management, LLC recognized as one of the Top 200 Workplaces in Minnesota on Jun 24th '24.NORTHFIELD, MINN. (June 24, 2024) - For the fourth year in a row, Carlson Capital Management (CCM) has been named one of the Top 200 Workplaces in Minnesota by the Star Tribune.