A complete list of active advisors currently associated with AE Wealth Management, LLC
Warmer can help you find a great advisor at AE Wealth Management, LLC or one who fits your needs even better.
AE Wealth Management provides fee‑based portfolio management, financial planning, and retirement‑plan consulting to a broad mix of clients including individual (both non‑HNW and high‑net‑worth) households, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs, offers 3(21) and 3(38) ERISA services, and supports third‑party RIAs through sub‑advisory and model‑licensing arrangements. Investment decisions are implemented primarily through discretionary model portfolios managed by AEWM, third‑party Strategists, or advisor‑managed models, with methods of analysis that include fundamental, technical, and cyclical approaches and strategies such as direct indexing, tactical and strategic asset allocation, and limited options overlays. AEWM’s Investment Consulting Group provides regular reporting and commentary on model performance and holdings and delivers model trade signals to subscribers, while client accounts are reviewed at least annually and receive periodic performance reporting. What is noteworthy about the firm is its scale and platform focus: it manages roughly $49.8 billion for about 127,213 clients across 444 advisors (roughly 280–290 clients per advisor), a client‑to‑advisor ratio that is high for firms of this size and implies reliance on standardized model and platform services. AEWM also operates an AE Investments program and a Strategic Sponsors revenue‑sharing arrangement and is affiliated with multiple broker‑dealer, insurance marketing, and related RIA entities (e.g., AEFS, MAS, Advisors Excel, AMSIS, VIP, and IPW), which expands product access and distribution but introduces additional conflicts that the firm discloses and manages.
To learn more about the advisors currently working at AE Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse AE Wealth Management, LLC's office locations.
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