Best-in-State · rank 1 · Peoria, 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 (high)
- “Ameriprise Financial Services is a wirehouse offering full-service advisory and brokerage 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_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): "$1.2B"” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: "$2M"” — forbes_shook
- Typical client net worth ($M) — 5.5 (medium)
- “Typical Net Worth of Relationships: "$1-10M"” — forbes_shook
- Client niche — generalist (low)
- “Typical size of Household accounts: "$500K-5M"” — forbes_shook
- Custodians — not_applicable (high)
- “Ameriprise Financial Services is a wirehouse with integrated custody” — forbes_shook
- Fee model — not_public (medium)
- “Ameriprise Financial Services fee structure not disclosed in Forbes profile” — forbes_shook
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
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- Press awards — Forbes Top Wealth Advisors 2026 (Rank 1) (high)
- “Rank: 1” — 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