Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, is pleased to announce it has been ranked #5 in the 2023 edition of Barron’s Top 100 RIA Firms.* This year marks the firm’s fifth consecutive inclusion on Barron’s list. WEAS has consistently moved up in the ranking each year, holding the #6 spot in 2022, #9 spot in 2021, #11 in 2020, and #12 in 2019.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “I am honored to announce that Wealth Enhancement Advisory Services has been named within the top five RIAs in the 2023 ranking of Barron’s Top 100 RIA Firms. This recognition is a reflection of the organic and inorganic growth we have experienced over the past year. We are proud to have moved up Barron’s list again this year, and we are grateful for the hard work and dedication of our entire team as we strive to provide the best possible financial advice to our clients.”
About the Research Process
The ranking is based on both qualitative and quantitative factors including assets under management, revenue, regulatory record, staffing levels and diversity, technology spending, succession planning, and more. RIA firms applied for consideration, having met a minimum set of criteria. There are no fees required of RIAs that apply for the Top RIA list. Learn more about the methodology behind the Barron’s Top Advisor lists here. The award is not indicative of an investment adviser’s future performance and may not be representative of any one client’s experience.
About Barron’s
Barron’s 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. To learn more, visit www.barrons.com.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
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.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
