AE Wealth Management announced that industry veteran Shannon Larson has joined the firm as president, reinforcing its leadership team as it continues an extended period of rapid expansion.
The wealth management platform has added more than $21 billion in assets under management over the past two years, including more than $12 billion in organic and transition growth. Looking ahead, the firm has set a long-term target of reaching $250 billion in assets under management by 2035. Larson’s appointment is expected to support that trajectory and help advance the firm’s broader strategic vision.
Larson brings more than 25 years of experience supporting independent financial professionals. She most recently served in executive leadership roles at Osaic, where she worked across platform management, product development, distribution and marketing. During her tenure, she helped drive significant growth in assets under management and played a key role in scaling the advisory platform, including guiding advisors as they transitioned from product-focused models to comprehensive wealth management practices.
Earlier in her career, Larson held leadership positions at Eaton Vance, Cetera Financial Group, LPL Financial and Fisher Investments, building a track record centered on helping independent advisors grow and scale their businesses.
Larson succeeds Chris Radford, who stepped away from the role in summer 2025 to be closer to his family.
Founded to support independent advisors nationwide, AE Wealth operates as an SEC-registered investment advisor and turnkey asset management platform, delivering institutional-level investment solutions, integrated technology, practice management resources, marketing support and planning tools designed to enhance advisor efficiency and drive long-term business growth.
KEY QUOTES
“Shannon brings a strong mix of strategic vision and practical execution, with a clear focus on helping advisors grow, adapt, and serve clients more effectively. She’s a thoughtful listener who asks the right questions and understands how corporate decisions impact advisors’ day-to-day business.”
David Callanan, Founder And Chief Executive Officer, AE Wealth Management
“The core of my leadership philosophy is empowering independent advisors to better serve their clients and achieve meaningful outcomes. I’m excited to join the AE Wealth Management team and advisor community to support our mission of guiding families toward a successful retirement while helping advisors build lasting legacies.”
Shannon Larson, President, AE Wealth Management
