RIA · Independent channel
Wealth Enhancement
Includes the history of RWA Wealth Partners (acquired September 2026) · Dickerson Jackson & Associates (acquired September 2026) · Arbor Capital Management (acquired August 2026) · Weinand Financial (acquired August 2026) · Servo Wealth Management (acquired August 2026) · Miramar Capital (acquired July 2026) · Cloud Investments (acquired July 2026) · WealthShield Partners (acquired July 2026) · Shufro Rose (acquired June 2026) · Sherpa (acquired May 2026) · Lake Tahoe Wealth (acquired May 2026) · FullCircle Wealth (acquired April 2026) · Parros Financial Group (acquired April 2026) · The H Group (acquired March 2026)
Wealth Enhancement has a documented practice acquisition or merger route for established advisory firms.
- Website
- wealthenhancement.com
- Regulator record
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
Arrivals 16
Teams joining Wealth Enhancement in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 30 | Acquisition | RWA Wealth PartnersBoston, MA | RWA Wealth PartnersRIAacquired by Wealth Enhancement, Sep 2026 | $22.5B | Financial Advisor |
| Sep 3 | Acquisition | Arbor Capital ManagementAnchorage, AK Fairbanks, AK |
Arbor Capital ManagementRIAacquired by Wealth Enhancement, Aug 2026 | $345M | Press Release |
| Sep 1 | Acquisition | Dickerson Jackson & AssociatesGlen Allen, VA | Dickerson Jackson & AssociatesIndependent Broker-Dealeracquired by Wealth Enhancement, Sep 2026 | $376M | InvestmentNews |
| Aug 20 | Acquisition | Servo Wealth ManagementOklahoma City, OK | Servo Wealth ManagementRIAacquired by Wealth Enhancement, Aug 2026 | $210M | Press Release |
| Aug 18 | Acquisition | Weinand FinancialLacey, WA | Weinand FinancialRIAacquired by Wealth Enhancement, Aug 2026 | $644M | Press Release |
| Aug 4 | Acquisition | Miramar CapitalNorthbrook, IL | Miramar CapitalRIAacquired by Wealth Enhancement, Jul 2026 | $592M | Press Release |
| Jul 30 | Acquisition | Cloud InvestmentsHuntsville, AL Florence, AL Gadsden, AL |
Cloud InvestmentsRIAacquired by Wealth Enhancement, Jul 2026 | $462M | Press Release |
| Jul 7 | Acquisition | WealthShield PartnersCary, NC | WealthShield PartnersRIAacquired by Wealth Enhancement, Jul 2026 | $993M | Press Release |
| Jul 2 | Acquisition | Kaminsky-Silverman GroupNew York, NY | Shufro RoseRIAacquired by Wealth Enhancement, Jun 2026 | $554M | Press Release |
| Jun 30 | Acquisition | Shufro-Glass GroupNew York, NY | Shufro RoseRIAacquired by Wealth Enhancement, Jun 2026 | $760M | Press Release |
| May 7 | Acquisition | Sherpa Wealth StrategiesBend, OR | SherpaRIAacquired by Wealth Enhancement, May 2026 | $108M | Press Release |
| May 5 | Acquisition | Lake Tahoe Wealth ManagementPlacerville, CA | Lake Tahoe WealthRIAacquired by Wealth Enhancement, May 2026 | $318M | Press Release |
| Apr 16 | Acquisition | FullCircle WealthDallas, TX | FullCircle WealthRIAacquired by Wealth Enhancement, Apr 2026 | $268M | Press Release |
| Apr 2 | Acquisition | Parros Financial GroupAnn Arbor, MI | Parros Financial GroupRIAacquired by Wealth Enhancement, Apr 2026 | $118M | Press Release |
| Mar 5 | Lateral | The Archer TeamOverland Park, KS | TFB AdvisorsRIA | $1.2B | Press Release |
| Mar 3 | Acquisition | The H GroupPortland, OR | The H GroupRIAacquired by Wealth Enhancement, Mar 2026 | $6.7B | Press Release |
Departures 1
Teams leaving Wealth Enhancement in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 13 | Lateral | Wright Park WealthRochester, NY | RFG AdvisoryRIA | Undisclosed | Wealth Management |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.