We help good advisors become great business owners

Discover a full-service asset management platform focused on helping you build your business, your way.

Put our team to work for you

As a busy advisor, you’re juggling it all. But we think you should be able to take off all those hats and wear just one: CEO.

From marketing and operations to technology and portfolio management, you’ll get a whole team of knowledgeable experts dedicated to getting your firm to the next level.

Choose Your Own Path

One of the things that makes us different from other firms? You choose how you want to work with us!

Select one of two paths:

Path #1:

Investment Adviser Representative (IAR)

Working with us as an IAR is like having a whole business in a box! It’s a great option for advisors who want to get up and running quickly or advisors who want to run a streamlined business without a lot of overhead.

Path #2:

Third-Party Registered Investment Advisor (TPRIA)

Want a little more flexibility with how you run your business? As a third-party RIA, you maintain complete control of how you operate your firm while gaining access to our full suite of investment and marketing solutions.

Support and Strategies You Need – All in One Place

From marketing and technology to operations and portfolio management, you can select the right level of support for your firm. It’s your business — and we’re here to provide the services you need when you need them.

 

Holistic Planning Strategies

When you work with us, you’ll get access to our complete suite of life, annuity, Medicare and investment options – letting you run your business as efficiently and effectively as possible.

Done-For-You Marketing

Engage and educate future and current clients with our full range of turnkey commentaries, reports and email campaigns. Plus you’ll also get access to our full suite of marketing materials, including seminars and radio, TV and digital campaigns customized for your unique brand.

Operational Support

Choose as much or as little back-office support from us as you need. Our experienced team can help you tackle day-to-day tasks related to compliance, technology, trading, planning and billing. Plus, we make the transition process easy by handling the whole transition process from start to finish for you!

Professional Development

Through our elite coaching and training programs, you’ll learn from industry leaders who have successfully scaled their businesses and want to show you how to do the same. You’ll also have access to live and virtual events covering the best practices in investment management, financial planning, marketing, compliance and other practice-related topics.

How we grow and scale
our advisors

Difference

Business Coaching

Advisor Mastermind

Training Platform

Product

Annuity

Life

Investments

Medicare

Marketing

Branding & Image

Radio/TV/Digital

Seminars

Client Engagement

Operations

Planning/Proposal

Compliance

New Business
(Pre & Post)

Technology

Trading

Billing

Proven Results

Founded in

2016

$27B in AUM

as of Feb. 2024

More than

800 advisors transitioned

One of the

Top 50 RIAs

in the nation*

*Financial Advisor. July 2022. “FA’s RIA Survey & Ranking 2022.” https://www.fa-mag.com/news/goodbye-to-all-that-68646.html?section=133. Accessed May 19, 2023.

It’s time to build the financial advising firm you’ve always envisioned.

Schedule a strategy session today — and learn how AE Wealth Management can provide the resources, knowledge and tools you need to push your business to the next level.

Schedule Your
Strategy Session

Discover how AE Wealth Management can help you build your business, your way.

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