Wealth Enhancement Acquires Advisor Team from TFB Advisors (The Archer Team)

Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC

February 6, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.

Wealth Enhancement Acquires Wise Wealth

October 31, 2025

Financial Services

Wealth Enhancement, a national independent wealth management firm, has acquired Wise Wealth, an independent RIA with offices in Lee's Summit, Rolla, and Liberty, Missouri. The deal — Wealth Enhancement's 100th acquisition — brings Wise Wealth's approximately $464 million in client assets and a 12-person team into Wealth Enhancement, expanding the firm's presence in the greater Kansas City market and pushing total client assets to more than $125 billion.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Wealth Enhancement Acquires Dent Wealth Advisors

December 31, 2025

Financial Services

Wealth Enhancement, a national independent wealth management firm, announced it will acquire Dent Wealth Advisors, an independent RIA based in Baton Rouge, Louisiana, managing more than $340 million in client assets. The deal is expected to close on December 31, 2025.

Wealth Enhancement Group Acquires Hoover Financial Advisors

June 3, 2021

Wealth Management

Wealth Enhancement Group, a TA Associates-backed independent wealth management firm, has acquired Hoover Financial Advisors, a Malvern, Pennsylvania-based RIA with $1.46 billion in total client assets. The deal brings HFA's 26-person team onto Wealth Enhancement Group's platform as the firm continues an acquisition-focused growth strategy to expand its Northeast U.S. footprint and enhance centralized back-office and technology capabilities.

Wealth Enhancement Group Acquires New Era Financial Advisors, Inc.

April 26, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, acquired New Era Financial Advisors, Inc., a hybrid RIA with two Minnesota locations and over $1.1 billion in client assets. The deal adds a team of six advisors and 11 support staff and expands Wealth Enhancement Group's presence in the Twin Cities market.