Caprock and Wealth Enhancement Group Earn Ranking on Barron’s “2023 Top 100 RIA Firms” List
BOSTON, MA – TA, a leading global private equity firm, is pleased to announce that Barron’s has named Caprock and Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, to its eighth annual “Top 100 RIA Firms” list.
The ranking spotlights the nation’s best wealth managers and is determined by a number of metrics, including assets managed, regulatory record, staff diversity, technology spending and succession planning. TA is proud to have two of our portfolio companies recognized for their commitment to helping clients achieve their financial goals. We congratulate the hardworking teams that made this acknowledgment possible.
To view the full list of honorees and read more about the selection process, visit Barron’s website.
TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its five target industries – technology, healthcare, financial services, consumer and business services. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. More information about TA can be found at www.ta.com.
TA did not have a role in the nomination/submission process for this award.