Top Wealth · rank 97 · Mercer Island, Washington · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Heritage Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC (high)
- “Heritage Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial (high)
- “ERIN JAMES SCANNELL - Broker at AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “Heritage Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team name — Heritage Wealth Advisors (high)
- “Heritage Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — 100 (medium)
- “Our team of over 100 wealth advisors, CERTIFIED FINANCIAL PLANNER™ professionals, and specialists collaborate with your CPA, attorney, and other trusted professionals to guide you through the many complex financial decis” — firm_official
- CRD — 3210280 (high)
- “ERIN JAMES SCANNELL - Broker at AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- Years experience — 28 (high)
- “28 years (includes experience as financial advisor and registered representative)” — firm_official
- Designations — CFP, ChFC, other:CLU, other:AAMS (high)
- “CFP®, CLU®, ChFC®, AAMS®” — firm_official
Book of business
- Team AUM ($M) — 4600 (high)
- “Team Assets (Custodied): $4.6B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 6 (high)
- “Typical Net Worth of Relationships: $2-10M” — forbes_shook
- Client niche — multigenerational successful families (high)
- “Our team works together to help successful families navigate decisions across generations around growth, risk, legacy, and change—decisions that are always anchored in our clients' best interest and a deep understanding ” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Scannell maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/ (high)
- “Heritage Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Value proposition (verbatim) — Making an impact on families & communities for generations. Our team works together to help successful families navigate decisions across generations around growth, risk, legacy, and change—decisions that are always anchored in our clients' best interest and a deep understanding of each family's unique goals. (high)
- “Making an impact on families & communities for generations Our team works together to help successful families navigate decisions across generations around growth, risk, legacy, and change—decisions that are always ancho” — firm_official
- Differentiators — A team of specialists working for you — over 100 advisors, CFP professionals and specialists, Coordinates with the client's CPA, attorney and other trusted professionals, Multigenerational focus: growth, risk, legacy and change across generations, Client satisfaction rating of 4.9 / 5, Community impact — advisors teach financial literacy in local classrooms (high)
- “A TEAM OF SPECIALISTS. WORKING FOR YOU.” — firm_official
- “Our team of over 100 wealth advisors, CERTIFIED FINANCIAL PLANNER™ professionals, and specialists collaborate with your CPA, attorney, and other trusted professionals to guide you through the many complex financial decis” — firm_official
- Content marketing — active (high)
- Has podcast — no (medium)
- “Menu Home About Back Our profile Meet the team Events Visit Ameriprise.com Working together Back How to get started Our services & costs Digital tools Why choose Ameriprise Insights Back Market & economic insights Financ” — firm_official
- Books published — 0 (low)
- “Forbes Best-in-State Wealth Advisors (2018-2019, 2021-2026)” — firm_official
- Linkedin url — https://www.linkedin.com/in/erinscannell/ (high)
- Social presence — linkedin_active (medium)
- Press awards — Barron's Top 100 Financial Advisors (2020, 2024-2026), Barron's Top 1,200 Financial Advisors (2014-2019, 2021-2025), Financial Times 400 Top Financial Advisers (2016-2017, 2019-2020), Barron's Top 250 Private Wealth Management Teams (Heritage Wealth Advisors) (high)
- “Barron's Top 100 Financial Advisors (2020, 2024-2026)” — firm_official
- “Financial Times 400 Top Financial Advisers (2016-2017, 2019-2020)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “href="#ampicon-2025-ameriprise-logo” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Ameriprise house template: blue/teal corporate palette, clean sans typography, no team mark. Imagery is a large group team photo plus office exterior shot; trust cues via 4.9/5 rating badge and ranking logos. (high)
- “<img id="ctl00_cp1_ctlHeaderTemplate_ctlTeamFocused_imgTeamPhoto" class="team-focused-image" src="https://cdn.ameriprisecontent.com/cds/alwp/team/heritagewealthadvisors/cmpd-hwa-agp-team-oct2025639147300187821259.JPG"” — firm_official
- “Client satisfaction 4.9 / 5” — firm_official
