Best-in-State · rank 72 · Scottsdale, Arizona · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — wirehouse (medium)
- “Ameriprise Financial Services” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_public
- Designations — gap: not_public
Book of business
- Team AUM ($M) — 370 (high)
- “Team Assets (Custodied): $370M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 17 (high)
- “Typical Net Worth of Relationships: $2-32M” — forbes_shook
- Client niche — generalist (low)
- “Typical size of Household accounts: $1-30M” — forbes_shook
- Custodians — not_applicable (high)
- “Ameriprise Financial Services” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Forbes Top Wealth Advisors 2026 (rank 72) (high)
- “rank 72” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search