ameriprise franchise value study


Financial Advisor Valuation Study

Published in 2015, Succession Resource Group conducted a study comparing the value of practices sold across the independent broker-dealer space relative to the values of Ameriprise franchises. 

This report details:

  • Study findings
  • Study sample set
  • Methodology
  • Possible drivers of the findings
  • And other interesting statistics related to practice value and valuation.