Barron’s Top RIA Firms (2026)
Improving financial outcomes while living our values
Collaboration is at the heart of everything we do at Wealth Enhancement. By working together, we’re creating a better approach to financial services that’s centered on our clients. Six values guide us:
01
Drive
We strive to deliver the best possible service to our clients.
02
Teamwork
We work together with a spirit of collaboration.
03
Clarity
Our communication is simple and direct.
04
Compassion
We are committed to improving and enriching lives.
05
Integrity
We are defined by doing what’s right. Always.
06
Inclusion
All clients and colleagues are welcome and supported.
Work with purpose
With 150+ local advisory offices backed by nationwide specialists, we’re growing fast and always on the lookout for like-minded individuals to help us craft better futures, together.
Our Culture
Our culture
We value continuous learning, where new ideas are valued and internal entrepreneurship is encouraged. For us, growth and progress happen through teamwork.
Our approach
Our approach
Our team-based Roundtable™ approach to financial planning allows both individual financial advisors and advisory firms to collaborate with financial professionals who share ideas and best practices.
Our Teams
Our teams
Our internal departments prioritize inclusivity and collaboration, all with the goal of empowering employees to reach their full potential.
Our Market Strength
Our market strength
Our continued growth makes us a top registered investment advisor (RIA) and one the biggest wealth management firms in the U.S., enhancing our ability to build strong financial futures.
Recognized by the best
USA Today Best Financial Advisory Firms (2026)
Financial Advisor Magazine RIA Ranking (2026)
Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. Paid for logo use.
Benefits that go beyond the basic
Comprehensive Benefits
- Medical ins. HDHP or CoPay
- Dental and vision insurance
- Life insurance—employer paid
- Short- and long-term disability
Financial wellness
- 401k with 3% match on the first 6% with immediate vesting
- 401k discretionary profit sharing
- Health saving account with HDHP
- Flexible spending accounts
Work/life balance
- Flexible schedules
- Remote work options
- Paid time off
- Paid parental leave
- Paid caregiver leave
Health and wellness
- Employee assistance program
- Wellbeats digital fitness
- Critical illness/accident insurance
- Life insurance optional for your family
Giving back
- Nationwide Day of Service supporting communities, clients, and colleagues
- Charitable Matching—corporate donations to nominated non-profits
And more…
- A fun, inclusive culture
- Mentor programs
- Pet insurance
- Emergency help when you travel
Inside our recruitment process
At Wealth Enhancement, we want you to succeed—and that starts right from your initial interview.
That’s why we follow a transparent interview process beginning with a review of your application. If you’re selected for an interview, our team will reach out and walk you through the entire process, aiming to provide feedback whenever possible. We look forward to getting to know you.
Committed to your success
Career development
Grow professionally with access to mentorship programs, learning and development workshops, certifications, career upskilling, and opportunities to partner on projects that matter.
Internship program
Summer interns have the chance to network with Wealth Enhancement leadership, access professional development through facilitated sessions and on-demand training, and gain real-world experience that builds the skills and confidence to make a strong entrance into the professional world.
Inclusion and belonging
We promote a sense of belonging through employee resource groups (ERGs), welcome divergent opinions and honest feedback, and create workplaces where everyone feels valued, respected, and empowered.