Wealth Enhancement Group Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Wealth Enhancement Group's estimated annual revenue is currently $183.8M per year.(i)
  • Wealth Enhancement Group's estimated revenue per employee is $207,472

Employee Data

  • Wealth Enhancement Group has 886 Employees.(i)
  • Wealth Enhancement Group grew their employee count by 14% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

At Wealth Enhancement Group, we believe we offer a fundamentally different approach to planning for retirement. Our firm was founded on the conviction that all individuals, families and business owners should have access to the same level of knowledgeable expertise, sophisticated strategies, dedicated resources and unparalleled service typically offered to the ultra high-net-worth. We provide our clients with: - The Roundtable, a complete team of knowledgeable financial advisors and specialists with extensive experience in tax strategies, retirement income planning, investment management, estate planning, insurance, financial planning and group retirement plan consulting. - Independent, objective, unbiased advice. - A long-term, committed partnership based on a thorough understanding of our clients values, situation and goals. We invite you to learn more about Wealth Enhancement Group and our team-based approach to retirement planning at http://www.wealthenhancement.com. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

keywords:Finance,Investment Services


Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Wealth Enhancement Group News

2022-04-17 - Wealth Enhancement Group Adds $188M RIA Firm

Wealth Enhancement Group says it has acquired a Florida-based fee-only registered investment advisor firm. Based in the Orlando suburb of Winter...

2022-04-13 - Your Money: Live long and prosper — yes, they go together

In one of our team meetings to discuss what to write about this ... Wealth Enhancement Group and Wealth Enhancement Advisory Services are...

2022-03-22 - Wealth Enhancement Group Joins Forces with Financial ...

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial...

2021-06-17 - Wealth Enhancement Group : Announces Acquisition of Lighthouse Wealth Management, a Maryland Hybrid RIA with $446 Million in Client Assets

MINNEAPOLIS, June 17, 2021 /PRNewswire/ -- Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Lighthouse Wealth Management, an independent hybrid registered investment adviser (RIA) based in New Market, Md., that has $446 million in total client ...

2018-09-19 - Lightyear Capital-backed Wealth Enhancement to Acquire OneSource Retirement Advisors

Wealth Enhancement Group, an independent wealth management firm that oversees $9.3 billion in client assets*, announced today that it has signed a definitive agreement to acquire OneSource Retirement Advisors, an independent financial advisory practice with $276 million in client assets based in ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding