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Ameriprise is a longstanding leader in financial advice

In 1971, we pioneered financial advice. Today, we remain the choice for advisors who know financial advice changes more than their clients’ portfolios — it can change their lives. By delivering a personalized experience, you build a more successful business with stronger growth and enduring client relationships.



Deepen client relationships with advice

Delivering goal-based advice helps you engage clients in conversations across all aspects of their financial lives:

  • Covering essential expenses
  • Ensuring lifestyle
  • Preparing for the unexpected
  • Leaving a legacy


Deliver an exceptional advice experience

You’ve built a thriving business by helping clients achieve their goals, and we’re ready to help you take your advice to the next level. We provide a unique combination of an industry-leading financial planning platform, a wide range of products and solutions and the technology clients need to track their goals anytime, anywhere. Together, you’ll have the tools to create an approach customized to each client's needs.

  • Financial planning and advice — as a longstanding leader in financial planning and advice, our process is designed to help you provide clients with customized, ongoing guidance — all while growing your fee revenue.
  • Retirement solutions —  our advisors provide clients with concrete strategies to plan for retirement. Leverage a variety of product solutions, as well as internal specialists in tax management, trusts and estate planning.
  • Insurance and annuity solutions —  access life, disability income, long-term care and property and casualty insurance from a variety of insurers, as well as variable, structured and immediate annuities.
  • Investment Advisory Services — Ameriprise offers a single Custom Advisory Relationship for investment advisory accounts, which helps you establish practice efficiencies while developing deeper client relationships — all in one workflow and within a single pricing framework.

In addition to thousands of product solutions, you’ll also have access to timely, trusted market research and the support of our Investment Research Group (IRG) experts. Our IRG analysts offer independent, objective research, 600+ years of combined industry experience and nearly 30 professional certifications. From asset allocation guidance to high-quality investment solutions, they’ll help you build client portfolios with confidence. When you’re ready to share market insights with clients, you can leverage preapproved communications written to a consumer audience. 


1 Company data, 2021-2023. See Item 19 of the Ameriprise FDD for more information. Your results may differ. There is no assurance that you will achieve these results.

Ameriprise Financial Planning Service is generally appropriate for clients and prospects with financial goals and sufficient financial assets and income to address those goals. These clients must also have a willingness to pay an investment advisory fee for your advice in helping them achieve those goals.

Clients should review the Ameriprise® Financial Planning Service Client Disclosure Brochure or, for a consolidated advisory fee relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.