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Lightyear to Sell Wealth Enhancement Group to Private Equity Firm

Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets, has been acquired by funds affiliated with TA Associates,...

Lightyear’s Wealth Enhancement Group to Acquire Another Billion Dollar RIA

Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets, has agreed to acquire AEPG Wealth Strategies, a registered...

Lightyear-backed Wealth Enhancement Group to Buy Hybrid with $1.3 Billion in...

Wealth Enhancement Group, an independent wealth management firm that oversees $11.3 billion in client assets, has agreed to purchase Planning Solutions Group LLC, a...

Lightyear-Backed Wealth Enhancement Group to Buy Third Philadelphia Advisory Practice

Wealth Enhancement Group, an independent wealth management firm that oversees $10.4 billion in client assets, has signed a definitive agreement to purchase Wiley Group,...

Cerity Partners Acquisition to Create $21 Billion RIA

Cerity Partners, an independent wealth management and investment advisory firm, plans to merge with Blue Prairie Group, a retirement and investing consulting firm that...

Lightyear-Backed Wealth Enhancement Group to Buy $500 Million Advisory Practice

Wealth Enhancement Group, an independent wealth management firm that oversees $9.6 billion in client assets, has signed a definitive agreement to purchase Summit Planning...

Lightyear-Backed Wealth Enhancement Group to Buy $470 Million Advisory Firm

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.7 billion in client assets, plans to purchase GDM Advisory...

Lightyear-Backed Wealth Enhancement Group Buys $276 Million Advisory Practice

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.3 billion in client assets, plans to acquire OneSource Retirement...

Lightyear-Backed Wealth Enhancement Group Buys $350 Million Retirement Advisory Practice

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $8.9 billion in client assets, has agreed to purchase Retirement...

Wealth Enhancement Group Acquires $500 Million Advisory Firm

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $8.4 billion in total client assets, has acquired Cimino Wealth Advisors, a Wisconsin-based...

LPL and Advisor Group Parent Among Potential Cetera Buyers

LPL Financial and Advisor Group-owner Lightyear Capital are showing interest in buying Cetera Financial Group’s network of six independent broker-dealer firms, according to a...