- The Registered Investment Advisor (RIA) arm of Wealth Enhancement Group ranks #35 on 2017 list of Top RIA Survey & Ranking -
- Firm also ranks #16 on 2017 list of Top 50 Fastest-Growing Firms -
MINNEAPOLIS (7/18/17) - Wealth Enhancement Advisory Services, the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, is pleased to be listed #35 on Financial Advisor’s list of 2017 RIA Survey and Ranking and #16 on Financial Advisor’s 2017 list of the Top 50 Fastest-Growing Firms.
Financial Advisor is an online and print magazine that 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.
To be eligible for the 2017 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. Firms were measured and ranked by their growth in assets under management for 2015 to 2016 to determine the top 50 fastest-growing.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “It’s an honor to be named to Financial Advisor’s lists of Top RIAs and Top Fastest-Growing Firms. We believe this success—jumping 20 spots on the ‘Top RIAs’ list from #55 in 2016 to #35 in 2017—is evidence that our dynamic Roundtable™ team approach is a service level many clients have been seeking. We look forward to continued growth by working to delight clients.”
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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 across 40 states. Established in 1997, Wealth Enhancement Group specializes in providing retail clients with comprehensive expertise and resources. Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $7 billion in client brokerage and advisory assets (as of 6/30/17). Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 15 offices in Minnesota, Iowa, Illinois, Texas and Connecticut. For more information, please visit www.wealthenhancement.com.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services nationwide. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.