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427 Ameriprise Financial Advisor Teams Named to the Forbes Best-in-State Wealth Management Teams List

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Ameriprise Financial (NYSE: AMP) announced that 427 of its financial advisor teams have been named to the Forbes Best-in-State Wealth Management Teams list. The recognition is based on various factors including practice quality, business success, and community involvement. The rankings were determined through analysis of qualitative and quantitative data from thousands of advisor teams nationwide.

Both Bill Williams, Executive VP and President of Ameriprise Independent Advisors channel, and Pat O'Connell, Executive VP and President of Ameriprise Advisor & Financial Institutions Groups, praised the recognized teams for their commitment to client service and dedication to delivering excellent financial advice.

Ameriprise Financial (NYSE: AMP) ha annunciato che 427 dei suoi team di consulenti finanziari sono stati inclusi nella lista delle Forbes Best-in-State Wealth Management Teams. Il riconoscimento si basa su vari fattori tra cui la qualità della pratica, il successo commerciale e l'impegno nella comunità. Le classifiche sono state determinate attraverso l'analisi di dati qualitativi e quantitativi provenienti da migliaia di team di consulenti in tutto il paese.

Sia Bill Williams, VP Esecutivo e Presidente del canale Ameriprise Independent Advisors, che Pat O'Connell, VP Esecutivo e Presidente di Ameriprise Advisor & Financial Institutions Groups, hanno lodato i team riconosciuti per il loro impegno nel servizio clienti e la dedizione nel fornire ottimi consigli finanziari.

Ameriprise Financial (NYSE: AMP) anunció que 427 de sus equipos de asesores financieros han sido nombrados en la lista de Forbes Best-in-State Wealth Management Teams. El reconocimiento se basa en varios factores, incluida la calidad de la práctica, el éxito empresarial y el compromiso con la comunidad. Las clasificaciones se determinaron a través del análisis de datos cualitativos y cuantitativos de miles de equipos de asesores en todo el país.

Tanto Bill Williams, VP Ejecutivo y Presidente del canal de Asesores Independientes de Ameriprise, como Pat O'Connell, VP Ejecutivo y Presidente de Ameriprise Advisor & Financial Institutions Groups, elogiaron a los equipos reconocidos por su compromiso con el servicio al cliente y dedicación a ofrecer excelentes consejos financieros.

Ameriprise Financial (NYSE: AMP)427개의 재정 상담 팀Forbes Best-in-State Wealth Management Teams 리스트에 선정되었다고 발표했습니다. 이 인식은 상담 질, 사업 성공 및 지역 사회 참여 등 다양한 요소를 기반으로 하고 있습니다. 순위는 전국의 수천 개 상담 팀에서 수집된 질적 및 양적 데이터를 분석하여 결정되었습니다.

Ameriprise Independent Advisors 채널의 부사장 겸 사장인 Bill Williams와 Ameriprise Advisor & Financial Institutions Groups의 부사장 겸 사장인 Pat O'Connell은 고객 서비스에 대한 팀의 헌신과 탁월한 재정 조언 제공에 대한 헌신을 칭찬했습니다.

Ameriprise Financial (NYSE: AMP) a annoncé que 427 de ses équipes de conseillers financiers ont été nommées dans la liste des Forbes Best-in-State Wealth Management Teams. Cette reconnaissance est basée sur divers facteurs, y compris la qualité de la pratique, le succès commercial et l'implication communautaire. Les classements ont été déterminés par l'analyse de données qualitatives et quantitatives provenant de milliers d'équipes de conseillers dans tout le pays.

A la fois Bill Williams, VP Exécutif et Président du canal Ameriprise Independent Advisors, et Pat O'Connell, VP Exécutif et Président des groupes Ameriprise Advisor & Financial Institutions, ont loué les équipes reconnues pour leur engagement envers le service client et leur dévouement à offrir d'excellents conseils financiers.

Ameriprise Financial (NYSE: AMP) gab bekannt, dass 427 seiner Finanzberater-Teams in die Liste der Forbes Best-in-State Wealth Management Teams aufgenommen wurden. Die Auszeichnung basiert auf verschiedenen Faktoren, einschließlich der Praktikqualität, des Geschäftserfolgs und des Engagements in der Gemeinschaft. Die Rankings wurden durch die Analyse qualitativer und quantitativer Daten von Tausenden von Beraterteams im ganzen Land bestimmt.

Sowohl Bill Williams, EVP und Präsident des Kanals Ameriprise Independent Advisors, als auch Pat O'Connell, EVP und Präsident der Ameriprise Advisor & Financial Institutions Groups, lobten die anerkannten Teams für ihr Engagement im Kundenservice und ihre Hingabe, exzellente Finanzberatung zu bieten.

Positive
  • 427 advisor teams recognized by Forbes, demonstrating strong market reputation
  • National recognition validates service quality and business success
  • Recognition may help attract new clients through enhanced credibility
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MINNEAPOLIS--(BUSINESS WIRE)-- Ameriprise Financial, Inc., (NYSE: AMP) announced that 427 of the firm’s financial advisor teams were named to the Forbes list of Best-in-State Wealth Management Teams. Forbes recognizes the industry’s top teams according to several factors, which include quality of their practices, success in the business and community involvement. The rankings are finalized based on qualitative and quantitative data provided by thousands of the nation’s most productive advisor teams.

“Congratulations to the Ameriprise advisor teams who were recognized and ranked nationally by Forbes,” said Bill Williams, Executive Vice President and President of the Ameriprise Independent Advisors channel. “These top teams share a passion for delivering the highest level of service to clients, grounded in sound financial advice and tailored for their goals. We have an outstanding team at Ameriprise focused on helping advisors optimize our premium brand and utilize a suite of integrated tools and innovative resources to deepen client relationships and generate referrals.”

“It's an honor to see hundreds of Ameriprise advisors and their teams earn recognition from Forbes,” said Pat O’Connell, Executive Vice President and President of the Ameriprise Advisor & Ameriprise Financial Institutions Groups. “This ranking is a testament to their commitment to the clients they serve and the communities they represent. We are proud to partner with and empower these teams in their pursuit of delivering an excellent client experience and driving business growth.”

The full list of Forbes Best-in-State Wealth Management Teams can be found at forbes.com.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

1Company founded June 29, 1894.

Source: Forbes, “Best-in-State Wealth Management Teams” Jan. 09, 2025

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Stephanie Siegle, Media Relations

612.671.2593

Stephanie.Siegle@ampf.com

Source: Ameriprise Financial, Inc.

FAQ

How many Ameriprise Financial (AMP) advisor teams were named to Forbes Best-in-State list in 2024?

427 Ameriprise Financial advisor teams were named to the Forbes Best-in-State Wealth Management Teams list.

What criteria did Forbes use to evaluate Ameriprise (AMP) wealth management teams?

Forbes evaluated teams based on practice quality, business success, community involvement, and analyzed qualitative and quantitative data from thousands of advisor teams.

Where can investors find the complete Forbes Best-in-State list featuring Ameriprise (AMP) teams?

The complete list of Forbes Best-in-State Wealth Management Teams can be found at forbes.com.

How does this Forbes recognition benefit Ameriprise (AMP) advisor teams?

The recognition validates their service quality, demonstrates their success in the business, and can help deepen client relationships and generate referrals.

Ameriprise Financial, Inc.

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