Perigon Wealth Appoints Pair to Drive Systematic Organic Growth

March 9, 2026

RIAs Detail Approach to Alts, Emphasizing Diversification, Diligence, and Education

April 7, 2025

Minnesota Firm With $96 Billion in Assets Disaffiliates With LPL

December 9, 2024

Wealth Enhancement Group Adds $1.3B Philadelphia Hybrid RIA

September 6, 2024

CAIS Launches Software Platform for Alternatives

October 26, 2023

Wealth Enhancement Group and CAIS Enter Partnership

October 19, 2022

Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client Assets

September 13, 2022

Wealth Enhancement Group to Buy $574 Million RIA

June 30, 2022

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

October 1, 2021

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

September 15, 2021

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

August 13, 2021

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

August 6, 2021

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

July 19, 2021

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

July 12, 2021

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

June 18, 2021

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

June 14, 2021

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

June 7, 2021

Wealth Enhancement Group to Buy $1.6 Billion California RIA

April 28, 2021

Wealth Enhancement Group Buys $1.75 Billion Boston-Based RIA

March 3, 2021

Wealth Enhancement Group Continues RIA Buying Spree

December 16, 2020