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AE Wealth surpasses USD4bn in total platform assets

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AE Wealth Management continues to grow without accepting external capital or making acquisitions, having surpassed USD4 billion in total platform assets as of 12 June 2018.

AE Wealth increased its total platform assets from just under USD590 million at year-end 2016 to approximately USD 3 billion as of 31 December 2017, and it took less than six months for the firm’s platform assets to grow to over USD4 billion. AE Wealth was recently ranked No2 by InvestmentNews on the publication’s list of fee-only registered investment advisors (RIAs) with USD1 billion or more in assets that experienced the largest year-over-year total asset growth, as of 1 May 2018.
 
“The success of AE Wealth Management is due to the strength of our advisor partners and our dedicated Wealth Team,” says Chris Radford, President of AE Wealth Management.

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