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Private Equity

2 Advisor Groups With Lpl Ties Merge

by posted 2years ago 188 views
Wealth Enhancement Group has some $7.5 billion in client assets; the move boosts its presence in Florida. : Minneapolis-based Wealth Enhancement Group, which has some $7.5 billion in client assets, says that it has bought CPA Retirement Planning, a practice affiliated with National Planning Holdings that has its headquarters in Jacksonville, Florida. Backed by private equity firm Lightyear Capital, Wealth Enhancement Group has more than 10,000 clients. Its RIA includes 59 advisors, 51 of whom are affiliated with LPL Financial, which recently acquired the assets of the NPH broker-dealers.