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AWARDS & ACCOLADES

Your success is our priority

Our focus is on improving clients’ lives through comprehensive financial planning. This has earned us top rankings in the industry.

 

Notable awards

We’re honored to be recognized by industry peers and the media for our outstanding service to clients. As a client, you are matched with an advisor who doesn’t just manage portfolios or ask basic questions. Our advisors dig into the details to uncover opportunities that others may overlook.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.

97%

Client retention rate*

Since 1997, Wealth Enhancement has delivered team-based financial advice. What started as a radio show in Minneapolis has become a network of 150+ local advisory offices backed by nationwide specialists.

Firm awards

It’s our people and our team-based approach to financial planning that make us unique. That’s why we’re particularly proud of these industry accolades.

Wealth Enhancement Advisory Services Ranked a Top Five Mega RIA on List of 2024 Barron’s Top 100 RIA Firms

Awarded on 9/16/2024 (Mega RIA), 9/15/2023, 9/19/2022, 9/20/2021, 9/11/2020, and 9/9/2019. Ranked on assets, revenue, and quality of practice as of June 30th of the ranking year.

Wealth Enhancement Advisory Services Named on Forbes’ 2024 List of America’s Top RIA Firms

Awarded in October of the ranking year for the one-year period ending March 31st of the same year.

Wealth Enhancement Named to USA Today’s 2025 List of Best Financial Advisory Firms

Awarded 4/23/25 for the period of 9/30/24-9/30/25.

WEAS Ranked #10 on Financial Advisor Magazine’s 2024 RIA Ranking ​

Awarded on 7/12/2024 for the one-year period of July 2024-July 2025.

Wealth Enhancement Named #1 on Comparison Adviser’s 2025 List of Top 10 Financial Advisor Firms in the U.S.

Awarded 3/17/2025 for the ranking year 2025.

Wealth Enhancement Group named one of Citywire’s 50 Growers Across America in 2023

Awarded 08/16/23 for the period of 1/1/22 - 12/31/22

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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. 

I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.

- Carol Jacobs

Actual client testimony. Client was not compensated.

The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.

- Bryan Fredrickson

Actual client testimony. Client was not compensated.

Wealth Enhancement has simplified my life by providing the comprehensive expertise needed at this pivotal time in our lives.

- Kathy Van Roeke

Actual client testimonial. Client was not compensated.

What I believe separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and wealth dissipation helps guide our financial plan for the long run.

- Mark L., Private Client

Actual client testimonial. Client was not compensated.

We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them.

- Janet Williams

Actual client testimonial. Client was not compensated.

Advisor awards

Meet some of the outstanding advisors on our team who’ve been recognized for their service to our clients.

Jim Cahn Named M&A Leader of the Year Finalist by Wealth Management

Award winners will be announced in September of 2025.

Wealth Enhancement Advisory Services and Jeff Dekko Named as Finalists in Two Categories for the 2024 RIA Intel Awards
23 Wealth Enhancement Advisors Recognized on the 2025 Forbes Best-In-State Wealth Advisors Ranking

Awarded 4/23/25 for the period 6/30/23-6/30/24.

Seven Wealth Enhancement Advisors Named Among Barron’s 2025 Top 1,200 Financial Advisors

Awarded 3/10/25 for the period of 9/30/23-9/30/24.

Five Wealth Enhancement Advisors Recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State Ranking

Awarded 2/11/2025 for the ranking year 2025.

Five Wealth Enhancement Group Financial Advisors Named to the Forbes 2024 List of Top Next-Gen Wealth Advisors Best-In-State

Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.

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Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.

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* Average annual retention rate—January 1, 2010, through December 31, 2024—based on client households with assets greater than $100K in our existing offices.