Best-in-State · rank 1 · Anchorage, Alaska · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services, LLC (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial, Inc. (high)
- “Ameriprise Financial Services, LLC” — firm_official
- Firm type — wirehouse (high)
- “Ameriprise Financial is classified as a hybrid firm, meaning it operates as both a broker-dealer and a registered investment advisor” — professional_press
- Team name — North Harbor Wealth Management (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — 11 (medium)
- “The team includes Cameron Parr, Gena Moxey, Michael Doyle, Mindy Cespedes, and Ryan Callaway, along with additional advisors including Michael Raymer, Scott Heron, Carl Friedemann, Athena Constant, Eric Allen Dryden, and” — firm_official
- CRD — 5046925 (high)
- “Ryan Raymond Callaway has CRD# 5046925” — sec_finra_regulatory
- Years experience — 20 (high)
- “20 years (Ryan R Callaway, CEO)” — firm_official
- Designations — CFP (high)
- “Ryan R Callaway, CFP®, is a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner” — firm_official
Book of business
- Team AUM ($M) — 2000 (high)
- “Team Assets (Custodied): $2B” — forbes_shook
- Account minimum ($M) — 0.1 (high)
- “Minimum account size for new business: $100K” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships: $500K-5M” — forbes_shook
- Client niche — high-net-worth wealth preservation and distribution (medium)
- “Specialized expertise in high-net-worth wealth preservation and distribution” — firm_official
- Custodians — not_applicable (high)
- “Ameriprise Financial operates as both a broker-dealer and a registered investment advisor” — professional_press
- Fee model — fee_plus_commission (medium)
- “Ameriprise Financial offers both fee-based investment advisory services and commission-based brokerage services” — professional_press
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/north-harbor-wealth-management/ (high)
- “North Harbor Wealth Management team page” — firm_official
- Value proposition (verbatim) — You are unique, and so are your financial goals. That's why I care and take the time to understand what's truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. (high)
- “You are unique, and so are your financial goals. That's why I care and take the time to understand what's truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — w” — firm_official
- Differentiators — Forbes Best-in-State Wealth Advisor (2020-2026, #1 Alaska 2026), Barron's Top 1,200 Financial Advisors (2022), Comprehensive financial planning services including estate and tax strategies, Multi-office practice across five states (high)
- “Forbes Best-in-State Wealth Advisor (2020-2026); Ryan Callaway is #1 on Forbes' 2026 Best-In-State Wealth Advisors list” — forbes_shook
- “Ryan Callaway has been named to the 2022 Barron's Top 1,200 Financial Advisors list” — professional_press
- Content marketing — none (medium)
- “No blog, newsletter, or market commentary found under the advisor or team name across multiple searches” — firm_official
- Has podcast — no (medium)
- “No podcast found for Ryan Callaway or North Harbor Wealth Management” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/ryan-callaway-cfp-r-4769a813/ (high)
- “Ryan Callaway, CFP(R) - Ameriprise Financial Services, Inc. | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn profile for Ryan Callaway, CFP(R) with Ameriprise Financial” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors #1 Alaska (2026), Forbes Best-in-State Wealth Advisors (2020-2026), Barron's Top 1,200 Financial Advisors (2022), Financial Times 400 Top Financial Advisers (2020) (high)
- “Ryan Callaway is #1 on Forbes' 2026 Best-In-State Wealth Advisors list” — forbes_shook
- “Ryan Callaway has been named to the 2022 Barron's Top 1,200 Financial Advisors list” — professional_press
Visual brand
- Has distinct logo — yes (high)
- “North Harbor Wealth Management branded logo with SVG format” — firm_official
- Logo url — https://cobranding.ameriprise.com/binaries/content/gallery/cobranding/afg/n/north-harbor-wealth-management/300x100_fullcolor_practice_northharborwealthmanagement.svg (high)
- Visual brand notes — Professional corporate styling with SVG logo format; team branding consistent with Ameriprise Financial standards; coastal imagery in team photos suggesting North Harbor name positioning. (medium)
- “Logo format: SVG (scalable vector graphic); Hero image features coastal imagery (rocky coastline, suggesting the North Harbor name)” — firm_official
