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No. 2 Financial Planning IBD Elite 2026

Ameriprise Financial: Independent Broker-Dealer Profile

Legal name: Ameriprise Financial Services, LLC · Minneapolis, MN

$7.96B2025 Revenue
+10.1%YoY Growth
Not disclosed to FPProducing Reps
1894Founded

Quick Facts

2026 RankNo. 2 (Financial Planning IBD Elite 2026)
Legal NameAmeriprise Financial Services, LLC
HeadquartersMinneapolis, MN
Founded1894
2025 Revenue$7.96 billion (+10.1% YoY)
Producing RepsNot disclosed to FP
Client Assets$1.15 trillion (Q1 2026)
PrincipalsJim Cracchiolo, Chairman & CEO; Bill Williams, President, Advisor Group; Pat O'Connell, EVP
EmployeesSee parent 10-K
FINRA BrokerCheckSearch BrokerCheck

Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.

About Ameriprise Financial

Ameriprise is the second-largest firm in the independent brokerage channel. Its broker-dealer supports both an independent franchise channel and an employee branch channel, and the NYSE-listed parent (AMP) also operates a bank and the Columbia Threadneedle asset management business.

Services Offered

Ameriprise advisors deliver goals-based financial planning, brokerage, wrap advisory accounts, insurance and annuities, and banking products through Ameriprise Bank. The firm also runs retail investment programs for banks, placing its advisors and platform inside partner institutions.

Leadership

Jim Cracchiolo, Chairman & CEO; Bill Williams, President, Ameriprise Wealth Management Advisor Group; Pat O'Connell, EVP.

Ameriprise Financial in the News

  • Q1 2026

    Huntington National Bank selected Ameriprise as its new retail investment program provider, a move expected to bring about 260 advisors and nearly $28 billion in assets to the firm.

    Source: Seeking Alpha
  • March 2026

    Ameriprise disclosed that Comerica would end its investment program relationship following Comerica's acquisition by Fifth Third, with about 89 advisors expected to transition out through Q3 2026.

    Source: Ameriprise investor update
  • July 1, 2026

    643 Ameriprise advisors were named to the Forbes Best-in-State Wealth Advisors 2026 list.

    Source: Business Wire

Verify Ameriprise Financial on FINRA BrokerCheck

Before working with any advisor affiliated with Ameriprise Financial, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.

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