Best-in-State · rank 4 · Gilbert, Arizona · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services” — forbes_shook
- Parent company — independent (medium)
- “Ameriprise was formerly a division of American Express, which completed the corporate spin-off of the company in September 2005.” — professional_press
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Book of business
- Team AUM ($M) — 841 (high)
- “Team Assets (Custodied): $841M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 5.375 (high)
- “Typical Net Worth of Relationships: $750K-10M” — forbes_shook
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Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026, rank #4 (high)
- “rank: 4, year: 2026” — forbes_shook
Visual brand
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