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Top ratings in the investment industry

Ameriprise Financial has helped millions of people achieve their goals along the way to a more confident retirement. For more than 125 years, we've been a longstanding leader of personalized financial planning and advice to help our clients achieve their short-term and long-term goals. 

 

Ameriprise Financial is the #1 Most Trusted Wealth Manager 

Our clients and their goals are at the center of all we do. That’s why we are proud to be named the #1 Most Trusted Wealth Management Company according to Investor’s Business Daily.1 For more info, visit Investors Business Daily.

 

 

 

Award-winning service with a focus on clients

Ameriprise and our advisors have been recognized through client surveys and independent research studies for outstanding service and commitment to our clients.

4.9 out of 5

Clients rated Ameriprise 4.9 out of 5 for:2

Overall satisfaction  •  "Providing advice based on my financial goals"  •  "Always putting my interests first"

Clients are highly satisfied with the Ameriprise client experience3:

  • ​97% say they feel like their advisor cares about their ability to achieve goals
  • ​96% say they were highly satisfied with outcome of experience with advisor

Strong, stable and growing

  • Ranked #245 on FORTUNE 500®4

  • Serving more than 2 million individual, business and institutional clients5

  • More than $1 trillion in assets under management and administration6 

  • 32nd largest global asset manager7

Ameriprise earned a Hearts & Wallets Top PerformerTM recognition8 in:

  • “Unbiased and puts my interest first” 
  • “Investment ideas knowledgeable, timely and tactical” 
  • “Offers personal financial advice”

 


J.D. Power – 2020 Certified Customer Service Award

Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support for advisors.9 For more info, visit jdpower.com/ccc.

Learn more about the Ameriprise approach to financial planning and advice

Nationally recognized, top-tiered advisors

315 advisors recognized for excellence in 2020.

 

  • One Hall of Fame Advisor10
  • 64 Top 1,200 Financial Advisors11
  • Two Top 100 Financial Advisors11
  • Nine Top 100 Women Financial Advisors11
  • 14 Top 100 Independent Financial Advisors11

  • 220 Best-in-State Wealth Advisors12
  • 72 Top Women Weath Advisors13
  • Five Top Wealth Advisors14
  • 38 Top Next-Generation Wealth Advisors13

 

  • 42 Top Wealth Advisor Moms14


  • 48 Top 400 Financial Advisors15

Recognized as a top workplace

 Ameriprise included in the 2021 Bloomberg Gender-Equality Index (GEI)

We're honored to be included in this year's Bloomberg Gender-Equality Index16 for the second consecutive year. The GEI includes 380 companies around the world committed to a more equal and inclusive workplace. The reference index measures gender equality across five pillars: female leadership and talent pipeline, equal pay and gender pay parity, inclusive culture, sexual harrassment policies, and pro-women brand.

 

 

Ameriprise has been named among the country’s “Best Places to Work for Disability Inclusion”17.

The Disability Equality Index (DEI) is a national, transparent benchmarking tool that offers businesses an opportunity to self-report their disability inclusion policies and practices. It was developed by two national leaders, American Association of People with Disabilities (AAPD) and Disability:IN, in consultation with the appointed DEI Advisory Committee, a diverse group of experts in business, policy, and disability advocacy. Learn more at: www.DisabilityEqualityIndex.org

 

 Ameriprise Financial earns Military-Friendly® Employer designation from VIQTORY for the seventh consecutive year18

Through its Veterans Employee Network – one of 13 business resource networks offered by the company – Ameriprise provides a forum for employees to increase the understanding of military service members, while enhancing professional skills and maximizing contributions to the firm and the community. 

 

1 The Most Trusted Financial Companies Survey is issued by Investor's Business Daily and TechnoMetrica Market Intelligence, ranking financial companies based on consumer trust. The study was conducted in two phases between July 9 and Aug. 11, 2021, with 343 individuals responding to Phase 1 and 6,578 participants in Phase 2. Seventy-four companies met the requirements for inclusion in the rankings, i.e., 100 or 125 respondents, depending on the category. 

Phase 1 identified attributes of financial institutions that are most important to consumers in terms of “trust.” Phase 2 used the attributes defined in Phase 1 and respondents evaluated companies on a five-point scale based on how much they trusted the company regarding that attribute. Scores were computed by taking the difference between the percentage of respondents giving high and low scores. Percentages were weighted and used to product the Trust Index rating. 

See https://www.investors.com/news/most-trusted-financial-companies-survey-methodology/ for the full methodology. 

2Clients can respond to an internal Ameriprise survey and rate an advisor or practice based on their satisfaction with the team or practice, on a scale of 1 to 5 (1 = extremely dissatisfied to 5 = extremely satisfied). Client experiences may vary and working with any Ameriprise Financial practice is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial practice's qualifications. Only clients with access to the Ameriprise Secure Client Site may submit a rating. Ratings reflect an average of all client responses received over a rolling two-year period as of 12/31/2020.
3Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through March 2020, reflecting 3,232 client responses. The percentages cited reflect those who agree or strongly agree with each statement (on a 5-point scale). Clients may complete a survey via the secure site after their goals are published online.
4FORTUNE Magazine, May 2020
5Company Report
6Company data, as of Q1 2021
7Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 19, 2020 issue. Data as of Dec. 31, 2019.
8Wants & Pricing Report (April 2021, the most recent report) from the Hearts & Wallets Investor QuantitativeTM Database. In this annual syndicated survey respondents are asked to rate their financial services providers in a variety of areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). 5,920 respondents provided 10,163 sets of ratings. The report designates Hearts & Wallets Top Performers in areas where customer ratings for one or more providers are “distinctively higher than customer ratings of other providers.” For each area there may be several Top Performers or none. The analysis does not seek to designate any provider as “first” or rank Top Performers. This rating is not indicative of future performance and may not be representative of any one client’s experience, as the rating is an average of a sample of client experiences. Ameriprise paid a fee to Hearts & Wallets to cite the results of the survey.
 
9 Certified as of December 2020. J.D. Power 2020 Certified Customer Service ProgramSM recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. Our advisors evaluated our performance in these factors: satisfaction with the IVR routing process, and the customer service representative which includes knowledge, courtesy, concern, call duration/transfers/hold time, and timeliness of resolution in addition to overall satisfaction. Ameriprise engaged J.D. Power to be independently evaluated through this program and cite the results. For more information, visit www.jdpower.com/ccc.
10Barron’s Hall of Fame Advisors have been ranked for 10 or more years on one of the following lists: Barron’s Top 100 Financial Advisors, Barron’s Top 100 Women Financial Advisors or Barron’s Top 100 Independent Financial Advisors. Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria for each award include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.
11Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.
12Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

13Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

14This listing is based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. SHOOK Research considered wealth advisors who are mothers with children living at home and under the age of 21. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Working Mother nor SHOOK Research receives compensation in exchange for placement on the ranking.
15The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
16The 2021 Bloomberg Gender-Equality Index (GEI) tracks the financial performance of public companies committed to supporting gender equality through policy development, representation, and transparency. The GEI framework uses 74 metrics across five categories to determine inclusion in the Index. Ameriprise was one of nearly 11,700 global companies with the opportunity to provide data to Bloomberg in 2020 and is one of 464 companies across 50 industries included in the 2021 index for scoring at or above a global threshold. The GEI is a reference index, not a financial benchmark, and is not a ranking. Only public companies having a market capitalization of USD 1 billion are eligible for inclusion in the index. For more information, visit the Bloomberg GEI website.
17The Disability Equality Index (DEI) is a national, transparent benchmarking tool that offers businesses an opportunity to self-report their disability inclusion policies and practices. It was developed by two national leaders, American Association of People with Disabilities (AAPD) and Disability:IN, in consultation with the appointed DEI Advisory Committee, a diverse group of experts in business, policy, and disability advocacy. Learn more at: www.DisabilityEqualityIndex.org.
18The term Military Friendly®is a registered trademark of Viqtory, Inc., and is used with permission. For more information, visit www.militaryfriendly.com or www.viqtory.com. 
Ameriprise Financial cannot guarantee future financial results. Past performance is not a guarantee of future results.
Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.