Top Wealth + Best-in-State · rank 1 · Houston, Texas · listed firm: Ameriprise Financial Services
Logo asset (hotlink-protected, view at source): https://www.ameriprise.com/webfiles/1728615733959/assets/ampcom/images/amp-site-logo-reversed.svg
Identity & firm
- Firm — Tiras Wealth Management — a private wealth advisory practice of Ameriprise Financial Services, LLC (high)
- “Tiras Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial, Inc. (high)
- “"firmId": 6363, "firmName": "AMERIPRISE FINANCIAL SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "3/23/1988"” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “"firmName": "AMERIPRISE FINANCIAL SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "3/23/1988", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "28543", "iaSECNumberType": "801", "bdSECNumber": "1” — sec_finra_regulatory
- “Tiras Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team name — Tiras Wealth Management (high)
- “Scott Tiras MBA, CFP ® Private Wealth Advisor Founder of Tiras Wealth Management” — firm_official
- Team size — 36 (medium)
- “Advisors Crystal Garrett CFP ® , APMA ® Private Wealth Advisor President of Tiras Wealth Management ... Tres Rouquette Financial Advisor Chief Executive Officer of Tiras Wealth Management ... Cynthia F Crump APMA ® Finan” — firm_official
- CRD — 1810954 (high)
- “"basicInformation": {"individualId": 1810954, "firstName": "SCOTT", "middleName": "BRADLEY", "lastName": "TIRAS", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDateIAPD": "3/22/1988” — sec_finra_regulatory
- Years experience — 38 (high)
- “38 Years of Experience This number may include years as a financial advisor, and/or experience as a registered representative.” — firm_official
- “"daysInIndustryCalculatedDateIAPD": "3/22/1988"” — sec_finra_regulatory
- Designations — CFP, CPA, other:MBA (high)
- “Scott Tiras MBA, CFP ® Private Wealth Advisor Founder of Tiras Wealth Management” — firm_official
- “Education MBA, University of Texas, McCombs School of Business, 1986 BBA, University of Texas, McCombs School of Business, 1984” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “"Team Assets (Custodied)":"$1.8B", "Asset Date":"6/30/2025"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 9 (high)
- “"Typical Net Worth of Relationships":"$3-15M"” — forbes_shook
- Client niche — high-net-worth families and corporate executives (executive compensation, wealth preservation, business owners) (high)
- “Helping high-net-worth families and executives preserve, grow, and transition wealth through personalized long-term planning.” — firm_official
- “Areas of focus Wealth Preservation Strategies Executive Compensation and Benefit Strategies Tax Planning Strategies Financial Planning for Small Business Retirement Planning Strategies” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor's practice fee schedule.” — firm_official
- “Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs Insurance solutions to help protect you and your family Annuity solutions that help balance protection” — firm_official
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/tiras-wealth-management/ (high)
- “Tiras Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Client satisfaction 5.0 / 5 rating based on 85 reviews” — firm_official
- Value proposition (verbatim) — Perspective Built Over Decades — Helping high-net-worth families and executives preserve, grow, and transition wealth through personalized long-term planning. (high)
- “Perspective Built Over Decades Helping high-net-worth families and executives preserve, grow, and transition wealth through personalized long-term planning. An Ameriprise Private Wealth Advisor” — firm_official
- “Our Mission We deliver concierge-level wealth management strategies built on integrity and trust, providing personalized advice that brings clarity, confidence, and peace of mind to every client.” — firm_official
- Differentiators — Concierge-level service built on integrity and trust, Perspective built over decades — founded 1988, 38 years of experience, Team approach: goals seen 'from every angle', fewer blind spots, Executive compensation and benefit strategy depth, Deep credentialed bench (CFP, APMA, BFA across 11 advisors) (high)
- “We deliver concierge-level wealth management strategies built on integrity and trust, providing personalized advice that brings clarity, confidence, and peace of mind to every client.” — firm_official
- “Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clear” — firm_official
- Content marketing — active (medium)
- “Featured insights ... Markets and economy 2026 midterms: What a new Congress could mean for investors Play video Markets and economy 2026 midyear economic outlook: Growth prevails amid uncertainty Read more Markets and e” — firm_official
- “FEATURED EVENT Understanding Sleep & Anxiety for Optimal Performance Thursday, August 27, 2026 12:00 PM - 1:00 PM” — firm_official
- Has podcast — no (medium)
- “Featured insights ... Markets and economy 2026 midterms: What a new Congress could mean for investors Play video” — firm_official
- Books published — 0 (low)
- “Education MBA, University of Texas, McCombs School of Business, 1986 BBA, University of Texas, McCombs School of Business, 1984 Awards & recognition Barron's Top 1,500 Financial Advisors, 2026” — firm_official
- Linkedin url — https://www.linkedin.com/in/scottbtiras (high)
- Social presence — linkedin_active, other:facebook (medium)
- “Visit Tiras Wealth Management's Facebook page Visit Tiras Wealth Management's LinkedIn page” — firm_official
- Press awards — Barron's Top 1,500 Financial Advisors, 2026, Barron's Top 100 Independent Financial Advisors, 2007-2025, Barron's Hall of Fame inductee, 2019, Financial Times 400 Top Financial Advisers, 2013-2017, Houston Business Journal Largest Houston-Area Money Management firms (high)
- “Awards & recognition Barron's Top 1,500 Financial Advisors, 2026 Barron's Top 1,200 Financial Advisors, 2014-2025 Barron's Top 100 Independent Financial Advisors, 2007-2025 Forbes Top 250 Wealth Advisors, 2016-2026 Forbe” — firm_official
Visual brand
- Has distinct logo — no (high)
- “"@type": "Organization", "name": "Ameriprise Financial Advisors", "url": "https://www.ameripriseadvisors.com/", "logo": "https://www.ameriprise.com/webfiles/1728615733959/assets/ampcom/images/amp-site-logo-reversed.svg"” — firm_official
- Logo url — https://www.ameriprise.com/webfiles/1728615733959/assets/ampcom/images/amp-site-logo-reversed.svg (high)
- Visual brand notes — Ameriprise corporate template: navy/teal sans-serif chrome, full-bleed night-skyline hero photography, headshot-and-office imagery. No team-specific palette or mark; 'Tiras Wealth Management' rendered as plain styled text. (high)
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