427 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

MINNEAPOLIS--(BUSINESS WIRE)--Ameriprise Financial, Inc., (NYSE: AMP) announced that 427 of the firm’s financial advisor teams were named to the Forbes list of Best-in-State Wealth Management Teams. Forbes recognizes the industry’s top teams according to several factors, which include quality of their practices, success in the business and community involvement. The rankings are finalized based on qualitative and quantitative data provided by thousands of the nation’s most productive advisor teams.

“Congratulations to the Ameriprise advisor teams who were recognized and ranked nationally by Forbes,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “These top teams share a passion for delivering the highest level of service to clients, grounded in sound financial advice and tailored for their goals. We have an outstanding team at Ameriprise focused on helping advisors optimize our premium brand and utilize a suite of integrated tools and innovative resources to deepen client relationships and generate referrals.”

“It's an honor to see hundreds of Ameriprise advisors and their teams earn recognition from Forbes,” said Pat O’Connell, Executive Vice President and President of the Ameriprise Advisor & Ameriprise Financial Institutions Groups. “This ranking is a testament to their commitment to the clients they serve and the communities they represent. We are proud to partner with and empower these teams in their pursuit of delivering an excellent client experience and driving business growth.”

The full list of Forbes Best-in-State Wealth Management Teams can be found at forbes.com.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years¹. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

¹Company founded June 29, 1894.

Source: Forbes, “Best-in-State Wealth Management Teams” Jan. 09, 2025

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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