Wealth Enhancement Group, an independent wealth management firm that oversees approximately $62.8B billion in client assets*, including $4 billion in brokerage assets held at LPL Financial, has announced that eight of their financial advisors have been named to Barron’s 2023 ranking of America’s Top 1,200 Financial Advisors.**
· Bryan Sadoff, #4 in Wisconsin
· Michael Sadoff, #5 in Wisconsin
· Vince Cimino, #11 in Wisconsin
· Kelly Graves, #12 in North Carolina
· Mark Cortazzo, #23 in New Jersey
· Bill Sukup, #24 in Minnesota
· John Patterson, #29 in North Carolina
This elite list recognizes the country’s top-performing financial advisors based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Top advisors are presented on a state-by-state basis with the number of spots determined by each state’s population and wealth.
Jeff Dekko, CEO of Wealth Enhancement Group, said, “It’s a privilege to announce that eight financial advisors from Wealth Enhancement Group have been included in the Barron’s Top 1,200 ranking this year. Congratulations to Bryan Sadoff, Jeffrey Bates, Michael Sadoff, Vince Cimino, Kelly Graves, Mark Cortazzo, William Sukup, and John Patterson, and to the dedicated teams who work alongside them every day.”
About the Research Process
The Barron’s team utilizes over 100 data points to evaluate candidates. 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. Investment performance is not an explicit component of the evaluation criteria. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience. This year’s rankings are based on data provided by about 6,000 advisors with approximately 20% being named to the final list.
About Barron’s
Barron’s (www.barrons.com) 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 Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Hilary Miller, Wealth Enhancement Group
(763) 401-5599
* Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $62.6 billion in client assets, including $4 billion of brokerage assets held at LPL Financial, as of February 28, 2023.
**Awarded 3/13/23 for the period of 9/30/21- 9/30/22.
