Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, has been named #8 on Financial Advisor Magazine’s 2023 list of the publication’s RIA Ranking. Financial Advisor Magazine’s RIA Ranking consists of over 500 firms tiered by year-end 2022 assets under management. At #8 on this year’s ranking, WEAS has continually climbed the list from #9 in 2022, #13 in 2021 and #22 in 2020.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “It’s an honor for Wealth Enhancement Advisory Services to be repeatedly named to Financial Advisor Magazine’s RIA Ranking and to move up to #8 this year. This recognition is indicative of the strategic moves the firm has achieved this past year through both organic and inorganic growth. We would not be where we are today without our clients, partners, and the commitment of over 1,200 talented team members.”
About the Research Process
RIA firms applied for consideration to be included in the 2023 Financial Advisor RIA Ranking and Top 50 Fastest-Growing Firms. Firms are evaluated based on over 50 datapoints provided during the application process. To be eligible, advisory firms must be registered investment advisors, file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. The award is not indicative of an investment adviser’s future performance and may not be representative of any one client’s experience.
About Financial Advisor Magazine
Financial Advisor Magazine is an online and print magazine that focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. To learn more, visit www.fa-mag.com.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 95 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
| *Awarded 7/15/23 for the period of 12/31/21 - 12/31/22. |
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
p. (704) 409-2589