478 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 478 of the firm’s financial advisor practices were named to the Forbes list of “Best-in-State Wealth Management Teams.” Forbes recognizes top-performing teams across the industry, evaluating them on factors such as quality of their practices, success in the business and community involvement. The rankings are determined through a rigorous review of both qualitative and quantitative data submitted by thousands of the nation’s leading advisor teams.

“We are proud to celebrate the Ameriprise advisor teams recognized nationally by Forbes,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel and Ameriprise Personal Wealth Group. “These exceptional teams share a commitment to deliver personalized, high-quality advice that helps clients achieve their financial goals. It’s terrific to see our advisors leveraging the full strength of Ameriprise – our premium brand, integrated tools and innovative resources – to deepen client relationships and drive growth through referrals.”

“Congratulations to the Ameriprise advisors and their teams for earning this recognition from Forbes,” said Pat O’Connell, Executive Vice President and President of the Ameriprise Advisor Group and Ameriprise Financial Institutions Group. “This achievement reflects their unwavering dedication to clients and the communities they serve. We’re honored to equip these teams with the tools and support they need to deliver exceptional client experiences and achieve lasting success.”

The full list of ranked 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 years.¹ With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

¹ Company founded June 29, 1894.

Source: Forbes, “Best-in-State Wealth Management Teams,” Jan. 7, 2026

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. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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