515 Ameriprise Financial Advisors Named to the Forbes “Best-in-State Wealth Advisors” List

By: Ameriprise Financial, Inc. via Business Wire

April 29, 2025 at 09:00 AM EDT

Ameriprise Financial, Inc. (NYSE: AMP) announced that 515 of the firm’s financial advisors were named to the Forbes “Best-in-State Wealth Advisors” list. Forbes recognizes the industry’s top advisors according to several factors, including ethical standards, professionalism, and success in the business. The rankings are finalized based on data provided by thousands of the nation’s most successful advisors.

“Congratulations to the Ameriprise advisors named to this Forbes list,” said Pat O’Connell, CFP^®, Executive Vice President and President of the firm’s branch and financial institutions channels. “These dedicated advisors work diligently to provide a premium experience to clients from end to end. We are proud to partner with them as they remain focused on helping clients achieve their biggest goals with high-quality solutions and advice, delivered through personal, long-term relationships.”

“It's great to see so many of our talented advisors recognized by Forbes,” said Bill Williams, CFP^®, BFA^TM, Executive Vice President and President of the firm’s independent channel. “As a firm, we've strategically invested in integrated technology capabilities, programs for growth and extensive product solutions to help advisors expand their practices and bring life-changing financial advice to clients. It’s inspiring to see so many of our advisors make a difference in their clients lives while also building meaningful careers for themselves and providing opportunities for their teams.”

The full list 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 Advisors,” April 8, 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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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.

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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