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Sunday, August 23, 2026The Morning Brief →Sign in
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Shannon Larson

In PWD coverage since August 19, 2026 · 3 stories
PWD coverage
RIA

AE Wealth's $250 billion target outpaces its organic growth

Shannon Larson, the new president from Osaic, brings an M&A record to a firm whose $52 billion base grows 12% a year — and whose 2035 goal needs about 19%.
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