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Wealth Enhancement Group to Surpass $50 Billion in Client Assets with...

Wealth Enhancement Group, an independent wealth management firm, plans to purchase New York-based QCI Asset Management Inc., an independent registered investment advisor with 12...

Wealth Enhancement Group to Acquire $4.7 Billion RIA in Largest Transaction...

Wealth Enhancement Group, an independent wealth management firm, plans to acquire Carroll Financial Associates Inc., an independent registered investment advisor headquartered in Charlotte, North...

Wealth Enhancement Group to Buy Miami-Based RIA with $1.1 Billion in...

Wealth Enhancement Group, an independent wealth management firm, plans to buy Investor Solutions, an independent registered investment advisor practice based in Miami with six...

Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets

Wealth Enhancement Group, an independent wealth management firm, has purchased Serafini Financial Group, a Maryland-based hybrid registered investment advisor with 12 total employees, four...

Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client...

Wealth Enhancement Group, an independent wealth management firm, has purchased Fitzgerald Wealth Management, an independent financial advisory practice with four advisors that collectively oversee...

Wealth Enhancement Group Buys Los Angeles-Based RIA in Second SoCal Acquisition

Wealth Enhancement Group, an independent wealth management firm, has purchased Oakwood Capital Management, a Los Angeles-based independent registered investment adviser with $1.04 billion in...

Wealth Enhancement Group Buys Hybrid RIA with $446 Million in Client...

Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Lighthouse Wealth Management, an independent hybrid registered...

Wealth Enhancement Group Buys $900 Million New Jersey-Based RIA

Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased MACRO Consulting Group, an independent hybrid registered...

Wealth Enhancement Group to Buy $1.5 Billion Philadelphia-Area RIA

Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Hoover Financial Advisors, an independent hybrid registered...

Wealth Enhancement Group to Buy $1.6 Billion California RIA

Wealth Enhancement Group, an independent wealth management firm, plans to purchase Pillar Pacific Capital Management LLC, an independent registered investment adviser with locations in...