Waverly Advisors Creates First New Orleans Area Office With $3.1B Acquisition [Yahoo! Finance]
Ameriprise Financial, Inc. (AMP)
Last ameriprise financial, inc. earnings: 1/29 04:10 pm
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Source: Yahoo! Finance
Waverly Advisors, an acquisitive Birmingham, Ala.-based registered investment advisor, has purchased TruWealth Advisors, a $3.1 billion wealth management firm based in the greater New Orleans area. The deal, finalized on April 24, increases Waverly's assets under management to about $34.2 billion and adds another location to its over 50 offices in the United States. TruWealth, founded in 2020 by Chuck Simmons, operates offices in Mandeville and Metairie, La., and employs 31 people, all of whom will transition to Waverly. Simmons will join Waverly as a partner and wealth advisor, while Jim Parrie, general manager and chief operating officer, will become a partner and regional director. Simmons founded TruWealth after leaving Ameriprise Financial, along with Parrie, according to BrokerCheck. The firm had been with broker/dealer Purshe Kaplan Sterling Investments until 2024. The RIA focuses on financial planning and portfolio management for individuals, families, and institution
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News
- Barron's Names 84 Ameriprise Financial Advisors to Its "Top 1,500 Financial Advisors" Ranking [Yahoo! Finance]Yahoo! Finance
- Barron’s Names 84 Ameriprise Financial Advisors to Its “Top 1,500 Financial Advisors” RankingBusiness Wire
- Ameriprise Financial Named a Top Performer™ in Hearts & Wallets Customer Satisfaction Survey for the Eighth Time [Yahoo! Finance]Yahoo! Finance
- Ameriprise Financial Named a Top Performer™ in Hearts & Wallets Customer Satisfaction Survey for the Eighth TimeBusiness Wire
- Ameriprise data breach hits 48,000 customers [FOX News]FOX News
AMP
Earnings
- 4/23/26 - Beat
AMP
Sec Filings
- 4/28/26 - Form SCHEDULE
- 4/23/26 - Form 8-K
- 3/26/26 - Form SCHEDULE
- AMP's page on the SEC website