AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,525,706,084
Total clients
107,964
6% high-net worth
Total advisors
435
of 602 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
248
Average account size
$347,576
Client services
Fee options
Flat fees for financial planning and consulting services are offered, specific amounts not stated
Negotiable up to 2.5% annually maximum
Specific hourly rates not stated in brochure
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
AE Wealth Management, LLC
2950 Sw Mcclure Road, Suite B
Topeka KS 66614, United States
Number of offices
315
Quick links
Advisors at this firm
Kristine S
Series 66
Dayton, OH
AE Wealth Management, LLC
Austin F
Series 65
Lakeside Park, KY
AE Wealth Management, LLC
Christopher W
CFP®, ChFC®, Series 65
Brentwood, TN
AE Wealth Management, LLC
Curvin M
Series 66
Dayton, OH
AE Wealth Management, LLC
Todd G
Series 63, Series 65
Springfield, MO
AE Wealth Management, LLC
Tyson S
Series 63, Series 66
Topeka, KS
AE Wealth Management, LLC
Danielle D
Series 65
Topeka, KS
AE Wealth Management, LLC
Dan O
Series 63, Series 65
Mission Viejo, CA
AE Wealth Management, LLC
Dane B
Series 65
Seneca, KS
AE Wealth Management, LLC
Ryan H
Series 66
Troy, MI
AE Wealth Management, LLC
Dayne V
Series 66
Sun City, AZ
AE Wealth Management, LLC
Caleb C
Series 65
Bowling Green, KY
AE Wealth Management, LLC
Maxwell R
Series 65, Series 66
Chicago, IL
AE Wealth Management, LLC
Robert R
Series 66
Dayton, OH
AE Wealth Management, LLC
James B
Series 63, Series 65
Martinsville, IN
AE Wealth Management, LLC
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