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Wealth Enhancement Advisory Services Named to Forbes’ 2025 List of America’s Top RIA Firms

Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. 

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Financial Advisor: Wealth Enhancement Group Acquires $1B Los Angeles RIA

Minneapolis-based Wealth Enhancement Group announced today that it has acquired Oakwood Capital Management, a Los Angeles-based RIA. The acquisition brings to Wealth Enhancement Group another $1.04 billion in AUM, raising its total client assets above $37 billion, according to the announcement.
7/7/2021
Newsroom

Five Things to Discuss With Your Financial Advisor

When we recommend working with a financial advisor, we don’t mean that you should pick one and call it a day. Working with your advisor means keeping lines of communication open, adapting as your goals and needs change, and proactively managing your financial relationship. Here are some topics you can use to keep the discussion going.
6/25/2021
Newsroom

The DI Wire: Wealth Enhancement Group Buys Hybrid RIA with $446 Million in Client Assets

Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Lighthouse Wealth Management, an independent hybrid registered investment adviser based in New Market, Maryland that has $446 million in total client assets. Wealth Enhancement Group’s total client assets are expected to exceed $36 billion upon closing on July 1.
6/18/2021

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.