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

By: Ameriprise Financial Inc. via Business Wire

January 19, 2024 at 09:24 AM EST

Ameriprise Financial Inc., (NYSE: AMP) announced that 321 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, professionalism and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most accomplished advisor teams.

“Congratulations to the advisors and their teams who have earned their place on this notable Forbes list,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “At Ameriprise, we're passionate about empowering advisors to be leaders of their practices. The advisors recognized by Forbes are taking this approach to heart by optimizing their businesses for growth so they can help even more clients achieve their financial goals with confidence.”

“It's an honor to see so many talented Ameriprise advisors and their teams recognized for the work they put in every day to consistently deliver an exceptional client experience,” said Pat O’Connell, Executive Vice President and President of the Ameriprise Advisor & Ameriprise Financial Institutions Groups. “Clients are the center of everything we do at Ameriprise. We're continually innovating and building a powerful suite of integrated capabilities to make it easier and faster for advisors to conduct business with clients and exceed their highest expectations.”

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 more confident about their financial future for 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, 2024

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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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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