AE Wealth Management, LLC

AE Wealth Management, LLC

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2950 SE McClure Road Suite B

Topeka, KS 66614

866-363-9595

wealth.advisorsexcel.com

No. advisers: 373

AUM: $5,526,239,350

Asset Breakdown

Staff
Employees 373
Clients
High-net-worth individuals Up to 10%
Financial planning clients 101-250
High-net-worth client assets Up to 25%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $5,526,239,350 49,383 $111,906
Non-discretionary 0 0 $0
Total $5,526,239,350 49,383 $111,906

Trump said 'you're fired' to this adviser on TV in 2005, then LPL fired him for real in 2018

September 25, 2018 - Thirteen years ago, financial adviser Mark Lamkin was "fired" by Donald J. Trump on the hit reality television show, The Apprentice. Last month, he was fired — for real — by LPL Financial, his broker-dealer. "In this boardroom, we've never had a team...

Biggest RIA gainers

June 9, 2018 - Rank 2018 % change 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Breed's Hill Capital 1 Thompson Square, Suite 301 Boston, MA 02129 (617) 580-3440 breedshillcapital.com...

David Bach wants to turn RIAs into 'local celebrities'

December 13, 2017 - Can aggressive marketing be the foundation of a financial advisory firm's growth strategy? David Bach believes it can, and he's marketing his own firm to prove it. Mr. Bach, co-founder of AE Wealth Management, thinks too many smaller advisory firms are...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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