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Wealth Enhancement Named to USA Today’s 2025 List of Best Financial Advisory Firms

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Wealth Enhancement is proud to announce its inclusion on USA Today’s prestigious 2025 list of Best Financial Advisory Firms and was ranked: 

  •  9th for firms over $5 billion  
  • 21st overall out of 500 firms 

In its third year of the ranking, USA Today evaluates financial advisory firms nationwide on a rigorous selection process based on the growth of the companies' assets under management (AUM) over the short and long term and the number of recommendations received from clients and peers.  

This is Wealth Enhancement’s second consecutive year being included in USA Today’s ranking. 

About the Selection Process  

The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.   

About USA Today/Statista  

USA TODAY and Statista included separate groupings based on the amount of assets RIAs oversee so readers can compare firms in similar size classes. Smaller companies may have fewer clients per adviser and provide more personal service. Larger firms may be able to charge lower fees because of volume-based discounts or have more resources for specialized services.   

About Wealth Enhancement   

Wealth Enhancement 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 tailored financial plans and investment management services to serve the unique needs of our clients from our 146 offices - and growing - nationwide. Since 1997, Wealth Enhancement 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 4/23/25 for the period of 9/30/24-9/30/25.  

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