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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-24-1972
- Office Locations
- 3,490
Office Locations
About Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC provides personalized financial planning and investment advice for individuals and families, with a strong retirement planning orientation and access to advisors via complimentary initial consultations. The firm supports ongoing client engagement through a secure online site and mobile app, backed by an Online Security Guarantee. Investment implementation spans core public funds and ETFs alongside other vehicles, serving retail and institutional channels.
Reported data analysis
What the numbers show
Between September 26, 2025 and September 25, 2026, reported AUM increased 17.0%, from $564.6B to $660.5B.
Across 5 reported observations, AUM increased 44.2% between December 16, 2022 and September 25, 2026, from $458.1B to $660.5B.
Of the latest reported AUM, 53.9% is discretionary and 46.1% is non-discretionary.
The firm reports 12,681 advisory representatives and 1,510,678 clients, or 119.1 clients per representative. That equates to $437.2K in reported AUM per client.
The profile lists 3,490 reported office locations and 54 years in operation. The source data was last updated on September 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Ameriprise Financial Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ameriprise Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GUMER CRUZ ALVERO
Board Director
- CRD
- #1975307
- Ownership
- Less than 5%
Mitchell Doren
Advisor
- CRD
- #2129844
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Naila Abad
--
- CRD
- #7240810
Mark A Abadir
Financial Advisor
- CRD
- #2130640
Showing 2 of 14983 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,290,579,112 | $233,965 |
| Non-Discretionary | $304,183,842,664 | $337,528 |
| Total | $660,474,421,776 | $272,468 |
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Separately Managed Accounts
SMA allocation detail is available
Ameriprise Financial Services, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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