Ameriprise Financial Welcomes Three Financial Advisor Teams with Nearly $1.2 Billion in Assets from RBC Capital Markets
Business Wire•15/10/2026•16:57 ET
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Key Highlights
- ➤Ameriprise adds three advisor teams managing nearly $1.2 billion in combined client assets
- ➤The GEN Group joins Ameriprise with over $750 million in client assets
- ➤Vantage Axia Wealth joins Ameriprise with more than $280 million in client assets
- ➤Chad Lewis joins Ameriprise with $160 million in client assets
- ➤Approximately 1,700 experienced financial advisors joined Ameriprise in the last 5 years
Expert Statements
Matt Lanham, Private wealth advisor, The GEN Group
“Ameriprise offers a unique combination of sophisticated technology, comprehensive planning resources and a leadership team that is invested in advisor success,”
Amanda Catalina, Financial advisor, The GEN Group
“The depth of Ameriprise's capabilities stood out immediately. From wealth management solutions to practice support resources, the firm provides the tools and expertise needed to help us deliver an even stronger experience for our clients.”
Andy Krantz, Financial advisor, Vantage Axia Wealth
“Financial planning is the foundation of every client relationship we build, so it was important to join a firm that shared our planning-first philosophy,”
Corben Gailey, Financial advisor, Vantage Axia Wealth
“The integrated and secure technology at Ameriprise was a key differentiator for our team as well. We look forward to leveraging the firm’s sophisticated tools and capabilities to elevate the experience we provide to clients,”
Chad Lewis, Financial advisor, Chad Lewis practice
“My move to Ameriprise has exceeded my expectations. It’s clear I’ve made the right decision, allowing me to provide superior service to my clients with the firm’s technology, investment research and support staff,”
Chad Lewis, Financial advisor, Chad Lewis practice
“After a 25-year career in the Air Force as an F-16 pilot, I know what great leadership and efficient processes look like, and we have that and more here at Ameriprise.”
Ameriprise Financial Welcomes Three Financial Advisor Teams with Nearly $1.2 Billion in Assets from RBC Capital Markets
The teams cite industry-leading technology, breadth of capabilities, and strong, supportive leadership as key factors in their decisions to join
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