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Wealth Enhancement Group Buys RIA with Nearly $1 Billion in Client...

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $20.3 billion in client assets, has acquired an independent registered...

Private Equity-Backed Wealth Enhancement Group Expands Leadership Team and Board

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has expanded its leadership team...

Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA

Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has purchased CJM Wealth Management,...

Private Equity-Backed Wealth Enhancement Group Buys $1.3 Billion RIA

Wealth Enhancement Group, an independent wealth management firm that oversees $17 billion in client assets, has purchased JOYN Advisors Inc., a registered investment adviser...

Private Equity-Backed Wealth Enhancement Group to Buy $990 Million Hybrid

Wealth Enhancement Group, an independent wealth management firm that oversees $15.1 billion in client assets, has agreed to purchase BPU Investment Management Inc., a...

Private Equity-Backed Wealth Enhancement Group to Buy $1.4 Billion RIA

Wealth Enhancement Group, an independent wealth management firm that oversees $13.6 billion in client brokerage and advisory assets, has agreed to purchase RCL Advisors...

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,...