Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, has been named #13 on Financial Advisor magazine’s 2021 RIA Rankings* and #10 on its list of the 50 Fastest-Growing RIAs.**
Firms eligible for these honors are evaluated based on over 50 datapoints provided during the application process. Winners of the RIA Ranking are tiered by 2020 year-end assets under management while the 50 Fastest-Growing RIAs list measures percentage growth in assets under management for 2019 to 2020. WEAS experienced growth in assets of 75.55% year-over-year, securing the #10 spot on the 50 Fastest-Growing RIAs list.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “We are honored that Wealth Enhancement Advisory Services has once again been included in Financial Advisor Magazine’s top RIA rankings. Being recognized as a leader in this space showcases the quality of our Roundtable„¢ team, the exceptional group of specialists and advisors who serve our clients.”
Mr. Dekko continued, “As one of the fastest-growing RIAs in the country, we are committed to building the top RIA platform in the industry. By building local scale in key markets through acquisitions of financial planning-focused advisory firms and making strategic investments in technology and operations, our firm is positioned for strong continued growth.”
Wealth Enhancement Advisory Services was previously recognized by Financial Advisor in 2020, ranking as #22 on both the RIA Rankings and 50 Fastest-Growing RIAs published last year. The publication 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.
About the Research Process
RIA firms applied for consideration to be included in the 2021 Financial Advisor RIA Rankings and Fastest-Growing RIAs. To be eligible for the RIA Survey and Ranking, 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.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide. For more information, please visit www.wealthenhancement.com.
Contact information:
Michelle Kaplan, Senior Communications Specialist, Wealth Enhancement Group
631-777-1030
mkaplan@wealthenhancement.com
*Awarded 7/16/21 for the period of 12/31/19 - 12/31/20. Awarded 8/01/20 for the period of 12/31/18 - 12/31/19.
**Awarded 7/16/21 for the period of 12/31/19 - 12/31/20. Awarded 8/01/20 for the period of 12/31/18 - 12/31/19.
