We are proud to announce that seven Wealth Enhancement financial advisors have been recognized by Barron’s on their 2025 Top 1,200 Financial Advisors ranking. This exclusive accolade celebrates exceptional financial professionals across the country, recognizing their impact on the industry and commitment to excellence.
Honorees & Rankings by State:
Wisconsin
North Carolina
- Kris Carroll - #16
- John Patterson - #21 (Retired as of 12/31/2024)
Minnesota
Pennsylvania
This recognition reflects the outstanding contributions our top-performing financial advisors make to our clients and communities. It is based on factors such as assets under management, revenue generated for the firm, regulatory record, quality of practice, and philanthropic efforts. Top advisors are recognized on a state-by-state basis, with the number of honorees determined by each state’s population and wealth.
About the Research Process
The Barron’s team utilizes over 100 distinct data points to evaluate candidates, ensuring a robust and fair methodology. Rankings are compiled using a range of criteria including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
It’s worth noting that investment performance is not a direct consideration in the rankings, underscoring the broader aspects of what makes a financial advisor outstanding—from advisory expertise to the strength of client relationships. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.
About Barron’s
Barron’s is a premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come.
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 3/10/25 for the period of 9/30/23-9/30/24.
