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122 Ameriprise Financial Advisors Recognized on the 2025 Forbes “Best-in-State Next-Gen Wealth Advisors” List

By: via Business Wire

Ameriprise Financial, Inc. (NYSE: AMP) today announced that 122 of its financial advisors have been named to the 2025 Forbes “Best-in-State Next-Gen Wealth Advisors” list. Each year, Forbes recognizes the top advisors under 40 years of age across the country based on several factors, including success in the business, compliance records, assets under management, and high ethical standards.

“We’re proud to see our advisors recognized for their leadership and commitment to delivering an exceptional experience for clients,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “At Ameriprise, we’re deeply invested in our advisors’ success—providing them with leading technology, robust capabilities and a comprehensive suite of products that help them scale their practices, deepen client relationships and stand out in a competitive marketplace.”

“The advisors named to this list represent the best of what Ameriprise has to offer: an unwavering commitment to helping clients achieve their most important financial goals through personalized advice,” said Pat O’Connell, Executive Vice President and President of the Ameriprise Advisor and Financial Institutions channels. “Their success reflects their ability to create a meaningful and differentiated client experience by leveraging the full strength of Ameriprise. As next-generation leaders, they are shaping the future of the industry through leading innovation and service.”

The Forbes list is compiled annually in partnership with SHOOK Research and is based on a variety of criteria, including industry experience, assets under management, compliance records and client service models.

To view the full list of honorees, visit the Forbes “Best-in-State Next-Gen Wealth Advisors” list here.

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, 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.

Source: Forbes, “Best-in-State Next-Gen Wealth Advisors,” Aug. 6, 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.

Ameriprise Financial Services, LLC., Member FINRA and SIPC

© 2025 Ameriprise Financial, LLC. All rights reserved.

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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