RIA FIRMS & ADVISORS
A partnership built on purpose
We believe in integration over aggregation. Backed by 100+ successful mergers, our partnership model offers a clear path forward that honors your vision and accelerates your growth.
What you gain
Centralized support
Compliance and technology, plus full-service investment and planning solutions – our infrastructure is built to help you thrive.
We take care of your back-office needs while also providing the resources for comprehensive wealth management so that your team – and your clients – have what they need for success.
Employee benefits & culture
What we offer starts with who we are. By joining us in improving clients’ lives, you become part of a firm that values people, purpose, and performance.
Since 1997, we have offered long-term career growth potential, along with competitive compensation and benefits packages.
Growth engine
Our marketing programs are designed to help you scale efficiently and sustainably.
From local events to referral partnerships, you gain access to diversified marketing channels that set you apart from competitors and position you as an industry leader.
Why partner with Wealth Enhancement
Proven track record
With over 100 successful acquisitions, we bring deep experience and a thoughtful approach to every new partnership.
Outcomes that matter
Our partners benefit from enhanced operational support, strategic growth planning, and access to centralized services – all designed to improve your bottom line.
Confidence in transition
From onboarding to succession planning, our team enables smooth progression for you, your team, and your clients.
Our model: Enabling your growth
Our partnership model is built for entrepreneurs to achieve scale benefits. Here's how we invest in your future.
Fully centralized with limited financial upside or ability to customize.
Centralized services, tools, and teams to bolster your practice. Commitment to personalized advice and customized solutions.
Fully decentralized with no benefits of scale.
Recent partnerships
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded 10/1/25 for the period 3/31/24-3/31/25. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.
Ready to explore a partnership?
Contact our business development team to explore what’s next for your practice.
Start the conversation