American Enterprise Investment Services Inc.
$629B reported client assets across 4 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported American Enterprise Investment Services Inc. in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms, FY2021: 3 cohort firms, FY2022: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | $564B | $565B | 100.0% | 03/28/2025 |
| Wilshire Advisors Llc | $49.7B | $99.1B | 50.1% | 03/31/2025 |
| Russell Investment Management, Llc | $9.6B | $62.4B | 15.5% | 03/28/2025 |
| John Hancock Investment Management Llc | $5.6B | $202B | 2.8% | 03/21/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.