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Increasing its West Coast Presence, Wealth Enhancement Group Expands to 12 Offices in Northern California Wealth Enhancement Group, a national independent wealth management firm with more than $63.8 billion in total client assets, announced the acquisition of Equius Partners, Inc. an independent RIA based in Novato, CA.

Jeff Bates of Wealth Enhancement’s Brentwood, TN office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. Jeff has been included on the list eleven times since 2012.*

Wealth Enhancement Group, an independent wealth management firm headquartered in Plymouth, Minn., that has been aggressively buying up advisors this year, announced today it has agreed to acquire MACRO Consulting Group, an independent, hybrid RIA in Parsippany, N.J. Click Here to Read the Full Article.

Wealth Enhancement Group has purchased Boston-Based RIA North American Management, which manages $1.75bn in client assets. Click here to read the full article.

Learn more about the acquisition of JOYN in Atlanta, GA in this article by Citywire USA.  Read the article