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Buy an Ameriprise Financial Franchise

Ameriprise Financial is a financial planning and wealth management franchise founded in 1894 and headquartered in Minneapolis, Minnesota. Originally established as Investors Syndicate, the company was later acquired by American Express and became an independent public company in 2005. Today it is ranked No. 230 on the Fortune 500, managing more than $1.6 trillion in assets under management, administration, and advisement, and is recognized as the 25th largest global asset manager.

The franchise model operates through Ameriprise Independent Advisors, a channel that allows experienced financial professionals to run their own practices under the Ameriprise brand. Franchisees offer a full range of services covering financial planning, investment management, retirement planning, insurance, and estate planning, primarily serving individual clients and families. Advisors own the client relationships and business equity within their practice under a fee-based, relationship-driven model.

Ameriprise’s asset management arm, Columbia Threadneedle Investments, is a globally recognized investment manager that broadens the product platform available to franchise advisors and their clients.

Latest Resales

  • There are currently no Ameriprise Financial resales available

Why buy an Ameriprise Financial Franchise?

To buy an Ameriprise Financial franchise is to acquire equity in a client-facing advisory practice backed by a firm managing more than $1.6 trillion in assets and with over 130 years of industry presence. Franchise advisors benefit from competitive payout structures, integrated technology, marketing resources, and back-office support that reduce the complexity of operating an independent advisory practice.

Ameriprise’s practice acquisition program is a notable differentiator. The company finances qualifying franchise advisors purchasing existing practices, and a dedicated acquisition team assists with sourcing, valuation, due diligence, and integration support. Columbia Threadneedle Investments extends the range of products advisors can offer clients, supporting practice depth and client retention over time.

Ameriprise Financial Franchise Costs & Information

Based on 2025 data reported in the 2026 FDD

  • Brand Profile

    • Year Founded

      1894

    • Franchising Since

      1999

    • New Startup Cost

      $9,578 – $138,404

    • Avg. Resale Price

      Contact us for details
  • Franchise Fees

    • Initial franchise Fee

      $1,500

      for new territories

    • Transfer Fee

      $0 – $800

    • Royalty Fee

      Not Disclosed

    • Marketing Fee

      Costs incurred

      Varies by campaign

  • Unit Performance

    • Total Units *

      5462

    • New Units Opened *

      52

    • Units Transferred *

      521

    • Avg. Unit revenue *

      Not Disclosed

    * Based on 2025 data reported in the 2026 FDD

Ameriprise Financial – Additional  Information

  1. Training & Support

    Ameriprise provides franchise advisors with a support system covering integrated technology, brand and marketing, practice management, compliance oversight, and learning and development. Initial training includes 2 hours of online modules and 8 hours of classroom instruction; ongoing support includes peer-to-peer mentoring and CFP® certification support. A dedicated transition team works with incoming advisors on a customized plan. Resale buyers should confirm what onboarding and system access the franchisor provides to incoming ownership, and clarify the transfer process for client accounts and compliance records.

  2. Ideal Owner

    The ideal Ameriprise franchisee is a licensed financial professional with an established client base and several years of advisory experience. This is a relationship-driven, sales-oriented model suited to advisors skilled at building long-term client trust, conducting comprehensive financial planning conversations, and managing ongoing client portfolios. Comfort with regulatory compliance and FINRA licensing requirements is essential. The franchise suits advisors seeking practice ownership and equity-building within a structured broker-dealer environment, rather than those starting out in financial services.

  3. Recognition & Awards

    Ameriprise Financial carries broad brand recognition that supports franchise advisor practices network-wide. The company is ranked No. 230 on the Fortune 500 (2025), named one of Fortune's America's Most Innovative Companies of 2026, and listed among TIME's America's Most Iconic Companies of 2026, ranking #48 overall and highest among diversified financial services firms. Ameriprise received J.D. Power certification for outstanding customer service in 2025, and clients rate the firm 4.9 out of 5 for overall satisfaction. Newsweek named it among America's Most Responsible Companies 2026.

  4. Industry / Market

    The US financial advisory services market is growing steadily, driven by demand for personalized financial planning, retirement solutions, and wealth management. Employment of personal financial advisors is projected to grow 10% from 2024 to 2034 according to the Bureau of Labor Statistics, with roughly 24,100 annual openings. The North American financial advisory services market is projected to grow from around $47 billion in 2024 to $66 billion by 2029 (Mordor Intelligence). Key demand drivers include generational wealth transfer, an ageing US population, and growing financial product complexity.

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