One of the Fastest Growing Brokerage Firms in America. Advanced Equities Financial Corp. (AEFC) is one of the industry's most progressive financial service firms. Focusing on retail, institutional securities and venture capital investment banking businesses, AEFC has a rapidly growing network of broker/dealers and wealth management firms. Growth is the cornerstone for Advanced Equities.
AEFC consists of five main business units: the Venture Capital Investment Banking Group, the Wealth Management Group, the Asset Management Group, the Independent Advisor Group and the Private Client Group.
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Advanced Equities, Inc., The Venture Capital Investment Bank
Advanced Equities, Inc., an Advanced Equities Financial Corp. company, is a boutique investment bank that specializes in private, late-stage equity finance for the U.S. technology sector. Click to visit site
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AE Wealth Management
Advanced Equities Wealth Management is part of the AEFC family of companies and provides integrated financial planning and wealth management programs. Click to visit site
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AE Asset Management
Advanced Equities Asset Management is a discretionary money management firm that serves the needs of financial advisors and consultants from our parent company; AEFC, with cutting-edge investment products. Click to visit site
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First Allied Securities, Inc., Independent Advisors
First Allied Securities, Inc. is part of the AEFC family of companies and is an independent broker/dealer with approximately 1000 registered representatives located in 500 branches throughout the country. Click to visit site
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Private Client Group
Advanced Equities, Inc.’s Private Client Group is reshaping the industry in the way it delivers wealth management services to its clients.
in the news
Industry Experts Reunite to Compete for Big Hybrid RIAs
Matt McGinness joins J. Vere Reynolds-Hale at First Allied and the two men plan to move quickly to execute plans. [more]
People on the Move: Spotlight on Matt McGinness
Matt McGinness is featured in Money Management Executive. [more]
Top 25 Independent Broker/Dealers by Highest Average Production
First Allied ranks number one with a $349,000 average annual gross production per advisor. [more]
Rick Jaye, Chief Financial Strategist, Featured in Accounting Today Magazine
Rick Jaye, Chief Financial Strategist for Advanced Equities Wealth Management, discusses the benefits of captive insurance companies. [more]
First Allied Launches Fund Allocator
First Allied announced the launch of Fund Allocator, a managed mutual fund program that leverages custom market models from Advanced Equities Asset Management, Inc., (AEAM), First Allied’s in-house money management firm [more]
Advanced Equities Financial Corp.
311 S Wacker Drive, Suite 6150 • Chicago, IL 60606