Wealth Enhancement Group Adds The Financial Advisory Group (Houston RIA)
June 9, 2024
Wealth Enhancement Group has added The Financial Advisory Group, LLC, a Houston-based independent RIA led by Richard J. Alphonso, bringing a team of seven advisors and 14 support staff managing over $1.22 billion in client assets. The move expands Wealth Enhancement Group's presence in Texas (its third location in the state) and broadens its tax planning, family office and niche advisory capabilities.
- Buyers
- Wealth Enhancement Group
- Targets
- The Financial Advisory Group, LLC
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Buyout
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Wealth Enhancement Group Acquires Hoover Financial Advisors
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