Case Studies

Founded in 1997, Wealth Enhancement is one of the nation’s largest independent wealth management firms, serving clients through more than 200 offices nationwide and overseeing approximately $164 billion in client assets. Wealth Enhancement provides comprehensive wealth management through a team-based approach that includes financial planning, investment management, tax strategies, trust services, and estate planning. Wealth Enhancement Advisory Services ranked No. 7 in Financial Advisor Magazine 2026 America’s Top RIA’s.

Mariner Wealth Advisors, founded in 2006, has grown to become a major wealth advisory firm with over 800 advisors across 44 states and Puerto Rico. Managing approximately $98.6 billion in assets, Mariner provides comprehensive wealth management services including investment management, tax planning and preparation, and estate planning. Barron’s has ranked Mariner in their top five RIAs for nine consecutive years since 2016.