AWARDS & ACCOLADES
Your success is our priority
Our focus is on improving clients’ lives through comprehensive financial planning. This has earned us top rankings in the industry.
Notable awards
We’re honored to be recognized by industry peers and the media for our outstanding service to clients. As a client, you are matched with an advisor who doesn’t just manage portfolios or ask basic questions. Our advisors dig into the details to uncover opportunities that others may overlook.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.
97%
Client retention rate*
Since 1997, Wealth Enhancement has delivered team-based financial advice. What started as a radio show in Minneapolis has become a network of 150+ local advisory offices backed by nationwide specialists.
Firm Awards
It’s our people and our team-based approach to financial planning that make us unique. That’s why we’re particularly proud of these industry accolades.
Awarded on 9/16/2024 (Mega RIA), 9/15/2023, 9/19/2022, 9/20/2021, 9/11/2020, and 9/9/2019. Ranked on assets, revenue, and quality of practice as of June 30th of the ranking year.
Awarded 4/23/25 for the period of 9/30/24-9/30/25.
Awarded October 10th, 2023 & 2022, for the period of 3/31/22 - 3/31/23 and 3/31/21 - 3/31/22.
Awarded 9/15/23, 9/19/22, 9/20/21, 9/11/20, and 9/13/19 for the one-year period ending June 30th of the ranking year.
Awarded 7/15/23 for the period of 12/31/21 - 12/31/22.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
About Wealth Enhancement
Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
Advisor Awards
Meet some of the outstanding advisors on our team who’ve been recognized for their service to our clients.
Three Wealth Enhancement Group financial advisors have been named finalists for the 2024 ThinkAdvisor Luminaries Awards ranking released on September 12, 2024.
Awarded 4/23/25 for the period 6/30/23-6/30/24.
Awarded 2/11/2025 for the ranking year 2025.
Awarded 3/10/25 for the period of 9/30/23-9/30/24.
Awarded on 12/1/23 for the period 3/13/23 through 9/29/23.
PUBLISHED ON 8/8/2023. DATA PROVIDED BY SHOOK® RESEARCH, LLC. DATA AS OF 3/31/23 SHOOK CONSIDERED ADVISORS BORN IN 1984 OR LATER WITH A MINIMUM 4 YEARS AS AN ADVISOR.
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
MEET WITH US* Average annual retention rate—January 1, 2010, through December 31, 2024—based on client households with assets greater than $100K in our existing offices.