AE Wealth Management Achieves $40 Billion in AUM Milestone
AE Wealth Management (AEWM), a leading wealth management firm dedicated to empowering financial professionals and the clients they serve, proudly announces a remarkable achievement: surpassing $40 billion in assets under management (AUM).
This milestone marks the latest chapter in AEWM’s inspiring growth journey. It reflects the firm’s ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.
“Reaching $40 billion in assets under management is a testament to the dedication of our advisors and the power of our collective vision,” said David Callanan, AEWM and Advisors Excel Co-Founder. “We are honored by the trust placed in AEWM and inspired by the profound impact that financial professionals make in the lives of their clients. This milestone is not just a celebration of numbers—it’s a celebration of the success stories we’ve built together.”
Since its inception in 2016, AEWM has experienced a meteoric rise, continuously expanding its assets under management (AUM) through entirely organic growth.
This consistent progress is a testament to the trust independent financial advisors place in AEWM, the entrepreneurial spirit of its advisor partners, and the power of a shared dream for building extraordinary client experiences.
AEWM’s achievements are also recognized industry-wide. In 2024, AEWM earned the number 19 spot in Financial Advisor (FA) magazine's “2025 RIA Ranking,” solidifying its position among the top 50 Registered Investment Advisory firms in the country. The firm also ranked 35th on FA’s list of the Top 50 Fastest Growing Firms, further underscoring its dynamic expansion and outstanding commitment to growth.
