Advisor Team Joins Ameriprise Financial

The $140 million team seeks greater client experience and independence.

Apr. 8, 2026 at 4:22pm

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A financial advisor team managing $140 million in client assets has joined Ameriprise Financial, one of the largest independent financial planning and wealth management firms in the United States. The team was previously affiliated with another firm but decided to move to Ameriprise in order to provide their clients with a greater level of service, support, and independence.

Why it matters

The move highlights the ongoing trend of financial advisors seeking greater independence and flexibility in how they manage client relationships and assets. As the wealth management industry continues to evolve, top advisor teams are evaluating their options to find the right fit that allows them to best serve their clients' needs.

The details

The advisor team, which was not named in the announcement, previously managed $140 million in client assets at another firm. By joining Ameriprise Financial, the team will now have access to Ameriprise's broad range of investment solutions, advanced planning capabilities, and comprehensive client service platform to enhance their offerings.

  • The advisor team joined Ameriprise Financial on April 8, 2026.

The players

Ameriprise Financial

One of the largest independent financial planning and wealth management firms in the United States.

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What they’re saying

“We are excited to welcome this accomplished advisor team to Ameriprise. Their decision to join our firm is a testament to the strength of our platform and our ability to support advisors in delivering exceptional client experiences.”

— John Smith, Head of Advisor Recruiting, Ameriprise Financial

The takeaway

This move demonstrates the continued appeal of the independent financial advisor model, as top talent seeks platforms that can provide the resources, technology, and flexibility to best serve their clients' evolving needs.