{"id":2497,"date":"2023-05-25T15:01:08","date_gmt":"2023-05-25T20:01:08","guid":{"rendered":"https:\/\/aewealthmanagement.com\/join\/?page_id=2497"},"modified":"2026-02-09T11:52:49","modified_gmt":"2026-02-09T17:52:49","slug":"home-page","status":"publish","type":"page","link":"https:\/\/aewealthmanagement.com\/join\/","title":{"rendered":"Home Page"},"content":{"rendered":"\n\n\t\t<h2>\n\t\t\tWe help good advisors become g<u>reat<\/u> business owners\n\t\t<\/h2>\n\t\t\t<p>Discover a full-service asset management platform focused on helping you build your business, your way.<\/p>\t\t\n\t\t<h2>\n\t\t\tPut our team to work for y<u>ou<\/u>\n\t\t<\/h2>\n\t\t\t<p>As a busy advisor, you&#8217;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&#8217;ll get a whole team of knowledgeable experts dedicated to getting your firm to the next level.<\/p>\t\t\n\t\t\t<a href=\"#schedule\"  target=\"_self\">\n\t\t\t\t\t\t\tSchedule My Strategy Session\n\t\t\t\t\t<\/a>\n\t\t<h2>\n\t\t\tChoose Your Own Path\n\t\t<\/h2>\n\t\t\t<p>One of the things that makes us different from other firms? <strong>You choose how you want to work with us!<\/strong>Select one of two paths:<\/p>\t\t\n\t\t<h2>\n\t\t\tPath #1:\n\t\t<\/h2>\n<h2>\n\t\t\tInvestment Adviser Representative (IAR)\t<\/h2>\n\t<p>Working with us as an IAR is like having a whole business in a box! It&#8217;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.<\/p>\n\t\t<h2>\n\t\t\tPath #2:\n\t\t<\/h2>\n<h2>\n\t\t\tThird-Party Registered Investment Advisor (TPRIA)\t<\/h2>\n\t<p>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.<\/p>\n\t\t\t<a href=\"#schedule\"  target=\"_self\">\n\t\t\t\t\t\t\tSchedule My Strategy Session\n\t\t\t\t\t<\/a>\n\t\t<h2>\n\t\t\tSupport and Strategies You Need &#8211; All in One Place\n\t\t<\/h2>\n\t\t\t<p>From marketing and technology to operations and portfolio management, you can select the right level of support for your firm. It&#8217;s your business &#8211; and we&#8217;re here to provide the services you need when you need them.<\/p>\t\t\n<h2>\n\t\t\tHolistic Planning Strategies\t<\/h2>\n\t<p>When you work with us, you&#8217;ll get access to our complete suite of life, annuity, Medicare and investment options &#8211; letting you run your business as efficiently and effectively as possible.<\/p>\n<h2>\n\t\t\tDone-For-You Marketing\t<\/h2>\n\t<p>Engage and educate future and current clients with our full range of turnkey commentaries, reports and email campaigns. Plus you&#8217;ll also get access to our full suite of marketing materials, including seminars and radio, TV and digital campaigns customized for your unique brand.<\/p>\n<h2>\n\t\t\tOperational Support\t<\/h2>\n\t<p>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!<\/p>\n<h2>\n\t\t\tProfessional Development\t<\/h2>\n\t<p>Through our elite coaching and training programs, you&#8217;ll learn from industry leaders who have successfully scaled their businesses and want to show you how to do the same. You&#8217;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.<\/p>\n\t\t<h2>\n\t\t\tHow we <u>grow<\/u> and <u>scale<\/u> <br \/>our advisors\n\t\t<\/h2>\n<h2>\n\t\t\tDifference\t<\/h2>\n\t<p><strong>Business Coaching<\/strong><\/p>\n\t<p><strong>Advisor Mastermind<\/strong><\/p>\n\t<p><strong>Training Platform<\/strong><\/p>\n<h2>\n\t\t\tProduct\t<\/h2>\n\t<p><strong>Annuity<\/strong><\/p>\n\t<p><strong>Life<\/strong><\/p>\n\t<p><strong>Investments<\/strong><\/p>\n\t<p><strong>Medicare<\/strong><\/p>\n<h2>\n\t\t\tMarketing\t<\/h2>\n\t<p><strong>Branding &amp; Image<\/strong><\/p>\n\t<p><strong>Radio\/TV\/Digital<\/strong><\/p>\n\t<p><strong>Seminars<\/strong><\/p>\n\t<p><strong>Client Engagement<\/strong><\/p>\n<h2>\n\t\t\tOperations\t<\/h2>\n\t<p><strong>Planning\/Proposal<\/strong><\/p>\n\t<p><strong>Compliance<\/strong><\/p>\n\t<strong>New Business<br \/>\n<\/strong>(Pre &amp; Post)\n\t<p><strong>Technology<\/strong><\/p>\n\t<p><strong>Trading<\/strong><\/p>\n\t<p><strong>Billing<\/strong><\/p>\n\t\t<h2>\n\t\t\tProven Results\n\t\t<\/h2>\n\t<p>Founded in<\/p>\n\t\t<h2>\n\t\t\t2016\n\t\t<\/h2>\n\t\t<h2>\n\t\t\t$46.9B in AUM\n\t\t<\/h2>\n\t\t\t<p>as of Dec. 2025<\/p>\t\t\n\t<p>More than<\/p>\n\t\t<h2>\n\t\t\t800\n\t\t\t\t\t\t\t\t\t\t\tadvisors transitioned\n\t\t<\/h2>\n\t<p>One of the<\/p>\n\t\t<h2>\n\t\t\tTop 20 RIAs\n\t\t<\/h2>\n\t\t\t<p>in the nation*<\/p>\t\t\n\t<p>One of the<\/p>\n\t\t<h2>\n\t\t\tFastest Growing RIAs\n\t\t<\/h2>\n\t\t\t<p>in the nation*<\/p>\t\t\n\t<p><em>*Financial Advisor Magazine. July 2024. &#8220;FA&#8217;s RIA Survey &amp; Ranking 2024&#8221; https:\/\/www.fa-mag.com\/userfiles\/000000000002024_IMAGES_ALL\/FA_ISSUES_2024\/FA_JULAUG_2024\/2024_RIA_Ranking_Online.pdf. Accessed July 15, 2024. .<\/em><\/p>\n\t\t<h2>\n\t\t\tIt&#8217;s time to build the financial advising firm you&#8217;ve <u>always<\/u> envisioned.\n\t\t<\/h2>\n\t\t\t<p>Schedule a strategy session today &#8211; and learn how AE Wealth Management can provide the resources, knowledge and tools you need to push your business to the next level.<\/p>\t\t\n\t\t\t<a href=\"#schedule\"  target=\"_self\">\n\t\t\t\t\t\t\tSchedule My Strategy Session\n\t\t\t\t\t<\/a>\n\t\t<h2>\n\t\t\tSchedule Your <br \/>Strategy Session\n\t\t<\/h2>\n\t\t\t<p>Discover how AE Wealth Management can help you build your business, your way.<\/p>\t\t\n\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;re juggling it all. But we think you should be able to take off all those hats and wear just one:&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-2497","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Home Page - Join AE Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aewealthmanagement.com\/join\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Home Page - Join AE Wealth Management\" \/>\n<meta property=\"og:description\" content=\"We help good advisors become great business owners Discover a full-service asset management platform focused on helping you build your business, your way. 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