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AE Wealth Management Reaches $40 Billion in AUM

In a significant development in the wealth management sector, AE Wealth Management (AEWM) has announced that it has surpassed the impressive milestone of $40 billion in assets under management (AUM). This achievement is a reflection of the firm's dedication to empowering financial professionals and the clients they serve, marking a key moment in AEWM's ongoing journey of growth and innovation.

Founded in 2016, AE Wealth Management has experienced remarkable organic growth, with the firm continuously expanding its AUM since its inception. The recent milestone is viewed not merely as an impressive figure but as a testament to the strong commitment of AEWM's advisors and the collaborative vision shared within the firm. David Callanan, Co-Founder of AEWM and Advisors Excel, remarked, "Reaching $40 billion in assets under management is a testament to the dedication of our advisors and the power of our collective vision. 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."

The achievement of surpassing $40 billion in AUM is not only a significant recognition of AEWM's capabilities but also an acknowledgment of the trust that independent financial advisors place in the firm. This trust has propelled AEWM's continuous expansion and has reinforced its commitment to delivering exceptional value to both its advisors and their clients.

Recognition and Growth in the Industry

AE Wealth Management's growth trajectory has not gone unnoticed in the financial advisory landscape. In 2024, the firm secured the 19th position in Financial Advisor (FA) magazine's '2025 RIA Ranking,' showcasing AEWM's stature among the top 50 Registered Investment Advisory firms in the nation. Furthermore, the firm ranked 35th in FA's list of the Top 50 Fastest Growing Firms, highlighting its dynamic expansion and unwavering dedication to growth.

AEWM attributes its success to a number of factors including its open-architecture platform of investment solutions, practice management resources, and a strong emphasis on supporting independent financial advisors in achieving lasting success. The firm is committed to providing innovative tools and fostering a collaborative environment where both advisors and clients can thrive.

Looking Ahead: Future Aspirations

While AE Wealth Management has celebrated significant achievements thus far, its journey is far from over. The firm continues to empower financial professionals with the resources and support they need to enhance their client service capabilities and experience. By remaining steadfast in its mission to foster extraordinary client experiences, AEWM is transforming the wealth management paradigm.

In conclusion, AE Wealth Management's milestone of crossing the $40 billion threshold in assets under management signifies not just growth, but a commitment to excellence in financial advisory services. As the firm looks to the future, it remains focused on building deeper relationships with advisors and continuing its legacy of exceptional service in the financial sector.

For those interested in learning more about AE Wealth Management or its offerings, further information can be obtained by contacting their support team or visiting their official website.