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

MWN-AI** Summary

Ameriprise Financial, Inc. recently announced that 478 of its financial advisor teams have been recognized in the Forbes "Best-in-State Wealth Management Teams" list. This prestigious acknowledgment showcases top-performing teams in wealth management based on a comprehensive assessment of their practices, business success, and community involvement. The ranking process involves a meticulous review of both qualitative and quantitative data from numerous prominent advisor teams across the nation.

Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel, expressed pride in the achievements of these advisor teams, highlighting their commitment to delivering personalized, high-quality advice that aligns with clients' financial goals. He noted that the advisors capitalize on Ameriprise's robust brand and innovative resources to enhance client relationships and foster growth through referrals.

Pat O'Connell, Executive Vice President and President of the Ameriprise Advisor Group, echoed these sentiments, emphasizing the dedication of the advisors and their teams to both clients and their communities. He commended the company for providing the necessary tools and support that enable these professionals to deliver exceptional client experiences and achieve enduring success.

Forbes employs a systematic algorithm developed by SHOOK Research to create its rankings, factoring in elements such as assets under management, revenue generated, and qualitative assessments via in-person and virtual meetings. While investment performance isn't a direct criterion, the evaluation captures the overall impact advisors have on their clients.

Ameriprise Financial, with over 130 years of experience, remains committed to helping clients navigate their financial futures with extensive investment advice and insurance solutions, supported by a network of more than 10,000 financial advisors. The complete list of recognized teams can be accessed at forbes.com.

MWN-AI** Analysis

The recent recognition of 478 Ameriprise Financial advisor teams in the Forbes "Best-in-State Wealth Management Teams" list highlights a significant achievement for the firm, reflecting its strength and expertise within the financial advisory landscape. This accolade is important for current and prospective investors and clients, serving as a benchmark for the quality and reliability of the financial advice being offered.

Investors should take note of the qualitative and quantitative methodologies used for these rankings, which assess not only the financial performance of the advisors but also their engagement and reputation in their communities. Given that these advisors leverage Ameriprise's integrated tools and premium resources, clients may find a sense of comfort in the comprehensive nature of the services they provide. This can be particularly advantageous for those looking for personalized wealth management strategies.

For potential clients and investors, this recognition by Forbes could signal a compelling opportunity to engage with Ameriprise Financial. The firm’s demonstrated commitment to client-centered service suggests a conducive environment for financial growth and goal achievement. Additionally, the emphasis on community involvement indicates that these advisors have a vested interest in not just their clients’ financial well-being but also the broader societal context in which they operate.

From a market perspective, Ameriprise's recognition may contribute to a stronger competitive positioning amidst increasing options in wealth management. This could fuel growth through referral networks, as satisfied clients are likely to recommend these recognized teams. As investment strategies evolve and clients seek more tailored financial planning, the presence of such accredited advisor teams positions Ameriprise favorably to meet market demands. Investors might want to consider the firm’s solid reputation and performance when exploring wealth management options going forward.

**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.

Source: 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.

Ameriprise Financial cannot guarantee future financial results.

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.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260224002854/en/

Stephanie Siegle, Media Relations
612.671.2593
Stephanie.Siegle@ampf.com

FAQ**

How does the recognition of 478 financial advisor practices by Forbes as "Best-in-State Wealth Management Teams" position Ameriprise Financial Inc. (AMP) competitively in the financial services industry?

The recognition of 478 financial advisor practices by Forbes as "Best-in-State Wealth Management Teams" enhances Ameriprise Financial Inc.'s (AMP) competitive positioning by elevating its brand credibility, attracting high-net-worth clients, and showcasing the quality of its advisory services.

What specific qualities or strategies contributed to the success of Ameriprise Financial Inc. (AMP) advisors in achieving Forbes' recognition for client service and community involvement?

Ameriprise Financial Inc. (AMP) advisors excelled in client service and community involvement through personalized financial planning, building trust, fostering strong client relationships, and actively engaging in local community initiatives, leading to their recognition by Forbes.

How does Ameriprise Financial Inc. (AMP) leverage its brand and resources to support its advisors in delivering personalized, high-quality advice to clients?

Ameriprise Financial Inc. (AMP) leverages its strong brand and extensive resources by providing comprehensive training, advanced technology, and customized marketing support to advisors, enabling them to offer personalized, high-quality financial advice tailored to individual client needs.

Considering the fluctuating nature of investment performance, how does Ameriprise Financial Inc. (AMP) ensure the sustainability of its advisor teams in light of the recent accolades from Forbes?

Ameriprise Financial Inc. (AMP) focuses on providing comprehensive training, robust support resources, and fostering a culture of collaboration to empower its advisor teams in navigating investment performance fluctuations while leveraging recent accolades from Forbes to enhance credibility.

**MWN-AI FAQ is based on asking OpenAI questions about Ameriprise Financial Inc. (NYSE: AMP).

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