# AE Wealth Management Aims for $250 Billion AUM by 2035

**Published:** 2026-08-21T18:21:06.129Z  
**Topic:** Layer 2 Scaling  
**Sentiment:** neutral  
**Publisher:** TrendWatcher — https://www.trendwatcher.in/article/2c48500e-7018-4ac7-99d9-56fcac01ca60

AE Wealth Management targets $250 billion in managed assets by 2035, up from $52 billion, under new President Shannon Larson, focusing on advisor tech and HNW

AE Wealth Management, an RIA with over $52 billion in assets, aims to reach $250 billion in managed assets by 2035, driven by new President Shannon Larson's focus on technology and expanded services for high-net-worth clients [1]. The firm, which recently marked its 10-year anniversary, works with approximately 600 advisors, primarily helping insurance-based advisors transition into wealth management [1].

| At a glance | |
|---|---|
| Current AUM | $52 billion [1] |
| AUM Target | $250 billion by 2035 [1] |
| Advisor Count | ~600 [1] |
| Organic Growth Rate | 12% annually [1] |

## Strategy for Growth

Larson, who joined AE Wealth earlier this year from Osaic where she helped scale the firm to $230 billion, is implementing initiatives to support advisor growth and client engagement [1]. A key focus is a significant rebuild of the firm's advisor portal, integrating existing technology with an AI overlay to streamline processes from digital account opening to client review tools [1]. This platform aims to serve as an "experience layer" for advisors, offering tools for proposal planning, client recommendations, portfolio design, and ongoing reporting, while allowing flexibility for advisors to use other tools outside the ecosystem [1]. The new portal is expected to be showcased to advisors at a conference in September [1].

AE Wealth's organic growth rate stands at about 12% per year, which the firm notes is "far above industry standards" [1]. The firm supports three client segments, including the mass affluent, and is increasingly assisting advisors with clients in the $2 million to $10 million range, as well as those seeking to move further upmarket [1].

## Expanding Advisor Toolkit and Partnerships

To support advisors working with clients holding over $2 million in assets, AE Wealth has launched more robust securities-based lending capabilities through partnerships with Schwab and Fidelity [1]. The firm is also preparing to launch additional charitable solutions, including a donor-advised fund [1]. Its alternatives platform, AE Private Exchange, partners with CAIS and is expanding to include pre-IPO and sports alternative strategies [1].

AE Wealth manages $13 billion in direct indexing strategies and is partnering with Aladdin to launch more capabilities in this area [1]. While the firm works closely with Orion for its advisor portal, it focuses on surfacing relevant insights and reports rather than replicating Orion's full functionality [1]. Unlike some competitors, AE Wealth does not have a W-2 employment model for advisors; instead, it offers an advisor support network that can take minority stakes in advisor businesses and an active succession process [1]. The firm's parent company, Advisors Excel, provides extensive marketing support with 200 of its 1,100 employees dedicated to marketing [1, 2].

## What to watch

*   **Advisor Portal Rollout:** Monitor advisor feedback and adoption rates following the September conference launch of the rebuilt portal [1].
*   **AUM Growth Trajectory:** Track AE Wealth's progress toward its $250 billion AUM target by 2035, particularly its organic growth rate [1].
*   **High-Net-Worth Client Expansion:** Observe the firm's success in expanding services and tools for advisors serving clients with over $2 million in assets [1].

The firm's ability to integrate new technology and expand its service offerings for high-net-worth clients will be key to achieving its ambitious growth targets in a competitive RIA landscape.

## Sources
1. Wealth Management — [Q&A: AE Wealth’s President on Building the Advisor Experience Layer](https://www.wealthmanagement.com/ria-news/ae-wealth-management-eyes-250-billion-by-2035)
2. Aewealthmanagement — [AE Wealth Management | Our Teams: Work With Our Experts - AE...](https://aewealthmanagement.com/work-with-us/our-team/)

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Cite as: TrendWatcher, "AE Wealth Management Aims for $250 Billion AUM by 2035", https://www.trendwatcher.in/article/2c48500e-7018-4ac7-99d9-56fcac01ca60