Ameriprise Financial Services, LLC Independent Advisor Business vs ATAX
Franchise Comparison 2026
Both Ameriprise Financial Services, LLC Independent Advisor Business and ATAX are financial services franchises. Ameriprise Financial Services, LLC Independent Advisor Business requires an investment of $10K – $138K while ATAX requires $59K – $79K. In terms of revenue, Ameriprise Financial Services, LLC Independent Advisor Business reports higher average unit revenue at $3.1M. FranchiseVerdict rates Ameriprise Financial Services, LLC Independent Advisor Business A (Top Quintile) and ATAX B (Above Average).
| Metric | Ameriprise Financial Services, LLC Independent Advisor Business | ATAX |
|---|---|---|
| Verdict Grade | ATop QuintileTop Quintile | BAbove AverageAbove Average |
| Investment Range | $10K – $138K | $59K – $79K |
| Franchise Fee | $2K | $35K |
| Royalty Rate | Franchisor retains 9% to 28% of GDC | 14.0% |
| Average Revenue (Item 19) | $3.1M | $111K |
| SBA Charge-Off Rate | N/A | Limited data |
| Total Units | 5,462 | 116 |
| Unit Growth (YoY) | N/A | N/A |
| Year Began Franchising | 1999 | 2019 |
| FDD Year | 2026 | 2025 |
Ameriprise Financial Services, LLC Independent Advisor Business
ATop QuintileTop Quintile
ATAX
BAbove AverageAbove Average
Investment Range
$10K – $138K
$59K – $79K
Franchise Fee
$2K
$35K
Royalty Rate
Franchisor retains 9% to 28% of GDC
14.0%
Average Revenue (Item 19)
$3.1M
$111K
SBA Charge-Off Rate
N/A
Limited data
Total Units
5,462
116
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
1999
2019
FDD Year
2026
2025