IncFact
Company Profiles: Revenue, Growth, Competition

Wealth Enhancement Advisory Services Revenue, Growth & Competitor Profile

DBA WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
DBA WEALTH ENHANCEMENT GROUP
Last updated:

Company Awards

Fast Growing
Fastest Growing
Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Wealth Enhancement Advisory Services

Access the complete profile.

Wealth Enhancement Advisory Services Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
EmployeesOver 1,000Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes52312 Securities Brokerage
Address505 North Hwy 169
Suite 900
Plymouth, MN 55441

Note: Revenues for privately held companies are statistical evaluations.


Wealth Enhancement Advisory Services's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Wealth Enhancement Advisory Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Wealth Enhancement Advisory Services Annual Revenue and Growth Rate

Wealth Enhancement Advisory Services Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Over $500 million

Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Wealth Enhancement Advisory Services's revenues are gauged from an analysis of company filings.



Wealth Enhancement Advisory Services's Income Statement (based on Industry Averages)

Wealth Enhancement Advisory Services P&L$ Millions
Revenue (Sales) Wealth Enhancement Advisory Services Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Wealth Enhancement Advisory Services is developing and marketing. Wealth Enhancement Advisory Services's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
WEALTH ENHANCEMENT
financial planning services, investment management, investment advisory services, insurance coverage advisory services, estate planning; financial services, namely, individual retirement account planning
01/30/2023
NORTHCREST ASSET MANAGEMENT
Financial services, namely, investment and investment management advisory services, excluding real estate brokerage services
07/11/2022
INCARTA
Financial services, namely, wealth management services
11/04/2021

See all trademarks and details in the Full Report.


Market Share of Wealth Enhancement Advisory Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wealth Enhancement Advisory Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Wealth Enhancement Advisory Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
AMERIPRISE FINANCIALMinneapolis, MN100 
RBC USA HOLDCOMinneapolis, MN41 
PIPER SANDLERMinneapolis, MN7 
WEALTH ENHANCEMENT ADVISORY SERVICESPlymouth, MN6 
CORNER HOME MEDICALNew Hope, MN2 
CROWN CAPITAL STAFFING STRATEGIESBloomington, MN1 




Future Competition: Wealth Enhancement Advisory Services's Fastest Growing Competitors

These companies are in the same general field as Wealth Enhancement Advisory Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Wealth Enhancement Advisory Services Competitors