Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, is pleased to announce it has been ranked a Top Five Mega RIA in the 2024 edition of Barron’s Top 100 RIA Firms.* This year marks the firm’s sixth consecutive inclusion on the list. WEAS has consistently moved up in the ranking in previous years, holding the #5 spot in 2024 and 2023, #6 in 2022, #9 in 2021, #11 in 2020, and #12 in 2019.
Jeff Dekko, Wealth Enhancement Group Chief Executive Officer, said, “I am honored that Wealth Enhancement Advisory Services has once again earned a place among the top five RIAs in Barron’s 2024 ranking of the Top 100 RIA Firms. This award reflects the tremendous organic and inorganic growth we’ve experienced during the past year. I am incredibly proud of our entire hard working, dedicated team. Together we strive to provide the best possible financial advice to our clients.”
Barron’s ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
About the Research Process
This ranking is based on 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. For the first time, Barron’s ranked the largest registered investment advisor firms separately from its broader RIA ranking. For the list of mega RIAs, Barron’s selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets.
Learn more about the methodology behind the Barron’s Top Advisor lists here.
About Barron’s
Barron's is a leading source of financial news, providing in-depth analysis and commentary on stocks, investments and how markets are moving across the world. Published by Dow Jones & Company since 1921, Barron’s reaches an influential audience of senior corporate decision makers, institutional investors, individual investors, and financial professionals.
About Wealth Enhancement
Wealth Enhancement 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 tailored financial plans and investment management services to serve the unique needs of over 66,000 households from our 115 offices—and growing—nationwide. Since 1997, Wealth Enhancement 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 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.
Contact Information:
Marianne Gebhardt
Senior Marketing Communications Manager
