Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC

What Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC does

Itzen Bishop Financial is a private wealth advisory practice operating under Ameriprise Financial Services, LLC, headquartered in Riverside, California, with a secondary office in Ontario. The firm employs approximately seven people and serves high-net-worth individuals across California's Inland Empire region, offering personalized financial planning, custom investment strategies, retirement preparation, and wealth preservation advice. Service delivery is consultative, beginning with a complimentary initial consultation and supported by ongoing face-to-face and digital engagement.

The practice delivers a unified suite of advisory services that leverages Ameriprise Financial's institutional infrastructure, including integrated banking, investing, insurance, and annuity solutions under a single advisory relationship. Core product surfaces include private wealth advisory services, custom investment strategies, secure digital financial tools, online financial calculators, market & economic insights, and educational video and downloadable resources. The underlying technology platform is Ameriprise's secure online environment, providing multi-device account access and advisor collaboration backed by an online security guarantee.

Revenue is generated through a combination of asset-based advisory fees and commissions on financial products such as investments, insurance, and annuities, making the model recurring and client-retention-dependent. Go-to-market is sales-led and relationship-driven, with client acquisition channels including the firm's branded website, organic social presence on Facebook and LinkedIn, video content marketing, email outreach, and a formal client referral program. The practice was recognized on the 2025 Forbes Best-in-State Wealth Management Teams list and maintains a 4.9 out of 5 client satisfaction rating based on 87 Ameriprise Client Experience Survey responses.

Name

Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC

Legal name

Ameriprise Financial Services, LLC

Website

https://itzenbishopfinancial.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Itzen Bishop Financial is a seven-person private wealth advisory practice of Ameriprise Financial Services, LLC, headquartered in Riverside, California, serving high-net-worth individuals with personalized financial planning, investment strategies, and integrated banking, insurance, and annuity solutions.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit) (FSAAABAG)

Keywords

• Private wealth advisory
• Financial planning services
• Investment advisory
• Wealth management
• Retirement planning

Headquarters

HQ city

Riverside

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Provides comprehensive financial planning and investment advisory services. Revenue is generated through advisory fees, likely a combination of asset-based fees and/or commission-based compensation for financial products such as investments, insurance, and annuities.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Itzen Bishop Financial is a private wealth advisory practice operating under Ameriprise Financial Services, LLC that delivers personalized financial planning, custom investment strategies, and ongoing wealth management services to individual clients. The practice offers a comprehensive suite of solutions including banking, investing, insurance, and annuities, supported by Ameriprise's institutional infrastructure, compliance framework, and digital client platform.

Product overview

Itzen Bishop Financial operates as a private wealth advisory practice offering a unified suite of financial advisory services through Ameriprise Financial Services, LLC. The practice provides comprehensive wealth management including personalized financial advice, custom investment strategies, and secure digital tools for account access. Core offerings include Ameriprise Financial Solutions (banking, investing, insurance, annuities) supplemented by planning tools such as financial calculators, market & economic insights, and educational videos. The integrated digital platform enables clients to collaborate with advisors and access accounts remotely.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Advisory Services Comprehensive, personalized financial advisory services that combine financial planning, investment strategy, and ongoing wealth management to help clients reach their financial goals across all life stages.
• Custom Investment Strategies Customized investment strategies and solutions built around individual client needs and objectives to support financial goal planning.
• Ameriprise Financial Solutions Comprehensive financial product solutions spanning banking, investing, insurance, and annuities offered through Ameriprise Financial Services, LLC.
• Digital Financial Tools Secure, seamless digital tools that let clients collaborate with their advisors and access accounts from any device, backed by Ameriprise's online security guarantee.

Quantifiable outcome

• 4.9/5 client satisfaction rating based on 87 reviews

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Ameriprise Financial Services, LLCcoreStrategic or Co-development PartnerItzen Bishop Financial is a private wealth advisory practice operating under Ameriprise Financial Services, LLC. Ameriprise provides the institutional infrastructure, brand, technology platform, compliance framework, and comprehensive financial solutions (banking, investing, insurance, annuities) that the advisory practice leverages to serve clients.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Focus Financial Partners: Wealth management aggregator partnering with independent RIAs and advisor firms serving HNW/UHNW households — comparable end-customer profile and fee-based advisory economics.
• Charles Schwab Wealth Advisory: Wealth advisory offering from Charles Schwab providing personalized financial planning and investment management to HNW clients, increasingly through dedicated advisor relationships — comparable HNW-targeted advisory model.
• Merrill Lynch Wealth Management: Bank-affiliated wealth advisory franchise delivering personalized financial advice, investment, banking, and lending solutions to HNW and UHNW clients through a national network of advisors — directly comparable channel and customer base.
• Cetera Financial Group: Independent broker-dealer network supporting financial advisors who deliver wealth management, investment, and financial planning services — same channel structure and HNW client orientation.
• Edward Jones: National broker-dealer with branch-based financial advisors serving mass-affluent and HNW clients with personalized investment, retirement, and financial planning services — highly comparable advisor-led wealth advisory model.
• Raymond James Financial: Diversified financial services firm with a large independent and employee advisor channel delivering wealth management, investment, and planning to HNW clients — directly comparable distribution model.
• Wells Fargo Advisors: Bank-affiliated brokerage and wealth advisory business providing financial planning, investment, and lending solutions to individuals and HNW households — similar channel, products, and customer profile.
• Morgan Stanley Wealth Management: Broker-dealer wealth advisory arm offering comprehensive financial planning, investment management, and lending to HNW/UHNW households via a large advisor network — same business model, target client, and product breadth.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of financial advisors who deliver wealth management and investment services to retail and HNW clients — same advisor-led distribution model.

Broad incumbents

• Ameriprise Financial: Itzen Bishop Financial operates as a private wealth advisory practice within Ameriprise Financial Services, LLC. Ameriprise is the parent brand and platform, providing infrastructure, products, and compliance that the practice delivers to HNW clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ItzenBishopFinancial
• LinkedInlinkedin.com/company/itzen-bishop-financial

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC