AE Wealth Targets $250 Billion by 2035, Rebuilds Advisor Portal With AI
Updated
Updated · Wealth Management · Aug 21
AE Wealth Targets $250 Billion by 2035, Rebuilds Advisor Portal With AI
1 articles · Updated · Wealth Management · Aug 21
Summary
AE Wealth, now managing just over $52 billion across 600 advisors, said new president Shannon Larson is steering the RIA toward $250 billion in assets by 2035.
A roughly 12% annual organic growth rate is the base of that plan, with Larson focused on helping existing advisors win more wallet share, pull assets from rival TAMPs and recruit new wealth advisors.
For clients with more than $2 million, AE Wealth is expanding securities-based lending through Schwab and Fidelity, adding charitable tools and broadening alternative offerings on its CAIS-linked private exchange.
A rebuilt advisor portal—set to be shown at AE Wealth's September conference—will sit as an AI-driven experience layer over tools such as Orion, covering proposal design, account opening, reviews and reporting.
The firm is also using minority-stake investments and succession support rather than a W-2 employee model, as it tries to scale advisors coming from the broader Advisors Excel insurance network.