MINNEAPOLIS--(BUSINESS WIRE)--Sep. 1, 2021--
Ameriprise Financial Inc. today announced that seven of its financial advisors were named to the Forbes list of “America’s Top Wealth Advisors.” Each year, Forbes publishes the list recognizing the top 250 advisors across the country based on several factors including success in the business, compliance records and assets under management. The Ameriprise advisors on the 2021 list are:
, Private Wealth Advisor and President of Tiras Wealth Management in Houston, Texas
, Private Wealth Advisor and Chief Executive Officer of Heritage Wealth Advisors in Mercer Island, Wash.
George Papadoyannis, Private Wealth Advisor at Papadoyannis & Associates in San Mateo, Calif.
, Private Wealth Advisor and Chief Executive Officer of Kuttin Wealth Management in Hauppauge, N.Y.
, Private Wealth Advisor and Managing Partner of Pennington Wealth Management in Houston, Texas
, Private Wealth Advisor at Goldstein & Associates in Calabasas, Calif.
, Private Wealth Advisor and Chief Executive Officer of Fathom Advisors in Minneapolis, Minn.
“On behalf of Ameriprise, we congratulate the advisors who’ve earned this distinguished recognition,” said Bill Williams, Executive Vice President of the Ameriprise Independent Advisors channel. “The honor is a testament to their unwavering focus on helping clients achieve their goals by harnessing the broad capabilities and support we offer at Ameriprise.”
The full list of ForbesTop Wealth Advisors can be found here.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, 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. For more information, or to find an Ameriprise financial advisor, visit ameriprise.com.
Visit forbes.com for additional information about Forbes.
Source: Forbes, “Forbes Top Wealth Advisors” Aug. 24, 2021
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.
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Alison Mueller, Senior PR Director
Source: Ameriprise Financial Inc.