Wealth Enhancement Group, an independent wealth management firm that oversees approximately $55 billion in client assets*, has been named a finalist for the RIA Intel Awards in the category of RIA Acquirer of the Year.**
In its inaugural year, the RIA Intel Awards program is intended to celebrate financial advisors, wealth management firms, and others who support them, by spotlighting wealth management’s most exciting, creative and influential companies in 2022. Winners will be announced on September 14, 2022.
RIA Intel describes candidates for the category of RIA Acquirer of the Year as firms who deserve recognition for how and why they acquire other firms. Wealth Enhancement Group’s overall growth strategy has led to the acquisition and integration of over 40 independent RIA practices across the country since 2013. Under this steady program of strategic acquisitions, the firm has been building local scale in key markets with the objective of enabling advisors to operate more efficiently than they could as standalone firms.
About the Selection Process
Nominations for the RIA Intel awards were submitted by industry peers, colleagues, and through self-nominations. Finalists were evaluated and determined by the RIA Intel editorial team with help from the RIA Institute’s advisory board. Wealth Enhancement Group is one of nine finalists in the category of RIA Acquirer of the Year.
About RIA Intel
RIA Intel, an Institutional Investor Publication, provides essential news, expert insight and engaging commentary about the biggest and fastest growing RIAs. Launched in 2019, the publication aims to address the needs of the most rapidly growing segment of the American financial advisor market.
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:
Maggie Habashy, Director of Communications and Brand, Wealth Enhancement Group
(763) 401-5396
mhabashy@wealthenhancement.com
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $55 billion in client brokerage and advisory assets as of 5/31/22.
**Awarded 6/02/22 for the period of January 2021 through May 2022.
The award is not indicative of an investment adviser’s future performance and may not be representative of any one client’s experience.
