Best-in-State · rank 62 · Scottsdale, Arizona · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “firm: 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
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Book of business
- Team AUM ($M) — 375 (high)
- “Team Assets (Custodied): $375M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 1 (high)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — generalist (low)
- “Typical size of Household accounts: $500K-2.5M” — forbes_shook
- Custodians — not_applicable (high)
- “Ameriprise Financial Services” — forbes_shook
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes Top Wealth Advisors 2026 (Rank 62) (high)
- “rank: 62, year: 2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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