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Top ratings in the investment industry

For 130 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 named the overall winner in the wealth manager category by Kiplinger1

Ameriprise Financial has received five recognitions in the 2023 Kiplinger Readers’ Choice Awards, including:

  • The overall winner in the wealth manager category 
  • Recognized as outstanding for trustworthy advisors in the wealth manager category
  • Recognized as outstanding for quality of advice in the wealth manager category 
  • Recognized as outstanding for most recommended in the wealth manager category 
  • Recognized as outstanding for overall satisfaction in the wealth manager category 

 

 

 

 

Recognized on The Wall Street Journal Management Top 250 list for 20232

Recognized by Newsweek as one of America’s Most Trusted Companies 20233

Ameriprise Financial was ranked the #3 brand among investment firms for Customer Trust according to Forrester’s 2023 U.S. Customer Trust Index4

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.

Five-star rating

4.9 out of 5

Clients rated Ameriprise 4.9 out of 5 for:5

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

Clients are highly satisfied with the Ameriprise advice experience6:

  • 97% say they feel like their financial advisor cares about their ability to achieve goals
  • 95% say they were highly satisfied with outcome of experience with financial advisor

Earned 2023 Hearts & Wallets Top PerformerTM recognitions in7:

  • "Understands me and shares my values"
  • "Investment ideas are knowledgeable, timely and tactical"
  • "Explains things in understandable terms"

Strong, stable and growing:                                                                         

  • Serving more than 2 million individual, business, and institutional clients8

  • More than $1 trillion in assets under management and administration9

  • 30th largest global asset manager10

 

J.D. Power 2023 Certified Customer Service Certification

Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support for advisors for five consecutive years.11

 

Learn more about the Ameriprise approach to financial planning and advice.

 

Nationally recognized, top-tiered advisors

 

In 2023

  • 67 Top 1,200 Financial Advisors12
  • Three Top 100 Financial Advisors13
  • Five Top 100 Private Wealth Management Teams13
  • Seven Top 100 Women Financial Advisors12
  • 13 Top 100 Independent Financial Advisors 12

In 2024 

  • 321 Best-in-State Wealth Management Teams14
  • Five Top Women Wealth Advisors14
  • 156 Best-in-State Women Wealth Advisors14

In 2023

  • Six Top 250 Wealth Advisors15
  • 439 Best-in-State Wealth Advisors15
  • Six Best-in-State Financial Security Professionals14
  • One Top Next-Generation Wealth Advisor14
  • 84 Best-in-State Next-Generation Wealth Advisors14
  • Five Top Wealth Management Teams14

In 202316

  • 20 Advisors to Watch (over $1Bil)
  • 27 Advisors to Watch (under $1Bil)
  • 19 Fast Growing Advisors to Watch
  • Five Next Gen Advisors to Watch
  • One Solo Advisor to Watch
  • 12 Women Advisors to Watch

Recognized as a top workplace

Ameriprise has been named one of the Best Large Employers in America in 2023 by Forbes 17

Ameriprise Financial has been recognized as a Military Friendly® Employer for the 10th consecutive year18

Ameriprise is honored to be awarded the Military Friendly® Employer (MFE) designation for the 10th year in a row for our efforts in creating sustainable and meaningful career paths, community outreach, brand enthusiasm and enduring partnerships. Being a military friendly employer means being committed to creating sustainable economic benefits to the military community and all parts within.

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

The Disability Equality Index (DEI) is a comprehensive benchmarking tool that helps companies build a roadmap of measurable, tangible actions that they can take to achieve disability inclusion and equality. Each company receives a score, on a scale of zero (0) to 100, with those earning 80 and above recognized as a “Best Place to Work for Disability Inclusion”.

The DEI is a joint initiative of the American Association of People with Disabilities (AAPD), the nation’s largest disability rights organization, and Disability:IN, the global business disability inclusion network, to collectively advance the inclusion of people with disabilities. The organizations are complimentary and bring unique strengths that make the project relevant and credible to corporations and the disability community. The tool was developed by the DEI Advisory Committee, a diverse group of business leaders, policy experts, and disability advocates. Learn more at: www.DisabilityEqualityIndex.org.

There was a fee of $600.00 for the DEI.

 

1Kiplinger readers were invited to take the 2023 Readers' Choice Awards survey on Kiplinger.com from Feb. 28-March 31, 2023. Kiplinger received more than 2,600 total completed surveys — 725 of which answered the questions pertaining to the Wealth Management category. Respondents selected the wealth management company they used most frequently, and then rated that provider on a ten-point scale in four criteria: likelihood to recommend to others, overall satisfaction, trustworthiness of the firm's advisors and quality of financial advice. Kiplinger determined the overall winner in each category by identifying the provider with the highest total score of all criteria. For more information, visit https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to cite the results. Award is not indicative of future performance or representative of any one client’s experience. From Kiplinger's Personal Finance. ©2023 The Kiplinger Washington Editors. All rights reserved. Used under license.
2 The Wall Street Journal Management Top 250 ranking for 2023 is based on a holistic measure of corporate effectiveness developed by the Drucker Institute. More than 700 U.S. companies were evaluated on 34 indicators across five dimensions of corporate performance: Customer Satisfaction, Employee Engagement and Development, Innovation, Social Responsibility and Financial Strength. All data collected was the most current available as of June 30, 2023. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a licensing fee to use the Management Top 250 Logo. See https://drucker.institute/company-rankings/the-wall-street-journal-management-top-250/.
3Newsweek and Statista recognized the Most Trustworthy Companies in America across 23 industries. Approximately 25,000 U.S. residents were surveyed from July to November 2022 about U.S.-based companies with revenues over $500 million, rating those with which they were familiar in three areas of trust: customer, investor, and employee. Social listening assessments were conducted for the top 1,000 companies with sufficient survey responses. A total of 272,000 mentions were collected live (January to February 2023) and from historical data (October 2022 to January 2023). The final 700 companies were ranked based on an aggregate score of survey and social listening results. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to Statista to cite the results. For more information, visit https://www.newsweek.com/rankings/most-trustworthy-companies-america-2023.
4Ameriprise Financial received the third highest Customer Trust Index scores among Financial Services in Forrester’s proprietary 2023 U.S. Customer Trust Index rankings. The ranking was based on Forrester’s Customer Trust Index Scores, derived from Forrester’s Customer survey of 10,678 U.S. online consumers measuring 11 Investment Firms from April to June 2023. Customer Trust Index scores for individual financial services brands reflect the average level of trust customers have in a brand. Forrester Research does not endorse any company included in any Customer Trust Index report and does not advise any person to select the products or services of any particular company based on the ratings included in such reports. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a licensing fee to publicly cite the results of the survey.
5Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a financial advisor or practice for “overall satisfaction”, “providing advice based on my financial goals” and “always putting my interests first” using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that advisor or practice within a rolling 24-month period as of 12/31/2023. There is no minimum number of responses required for an advisor or practice to receive a rating and advisors or practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise financial advisor or practice is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor’s or practice’s qualifications.
6Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through July 2023 reflecting 10,523 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.
7This recognition is from the 2023 Wants & Pricing Report from the Hearts & Wallets Investor QuantitativeTM Database. In the annual syndicated survey, respondents rate their financial services providers in various areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). The annual 2022 Investor Quantitative™ Database was fielded August 15 - September 15, 2022, to 5,993 respondents in 36 quota cells (age, asset groups and gender) and weighted to national based on age and assets using 144 cells drawn from the most recent Federal Reserve Survey of Consumer Finances and Hearts & Wallets analysis. The report designates Top Performers in areas where customer ratings are “distinctively higher than customer ratings of other providers” ─ meaning one or more providers achieved customer satisfaction higher than other providers at a statistically significant level. For each area, there may be multiple Top Performers or none. The analysis does not rank Top Performers. It is not indicative of future performance or representative of any one client’s experience. This is also the fifth time Ameriprise has earned a Top Performer recognition in “Understands me and shares my values” based on data from 2016, 2017, 2018, 2019 and 2022. Ameriprise did not pay a fee to be evaluated in the study but did pay a fee to Hearts & Wallets cite the results.
8Company Reports
9Company data, as of Q4 2023
10Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – June 12, 2023 issue. Data as of Dec. 31, 2022.
11 J.D. Power 2023 Certified Customer Service ProgramSM recognition is based on successful completion of an operational evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. J.D. Power certified Ameriprise customer satisfaction performance for advisors in these factors: satisfaction with the IVR routing process, and the customer service representative which includes knowledge, courtesy, concern, promptness in getting to a representative, and timeliness of resolution in addition to overall satisfaction. Ameriprise paid a fee to J.D. Power to have their advisor support experience independently certified through this program and cite the results. Ameriprise’s public use of the certification is subject to a license fee. For more information, visit www.jdpower.com/awards.
12Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
13Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award for each applicable year is based on data from the previous two calendar years and 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 or its use
14 Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
15 Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
16 The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.
17Forbes and Statista recognized America’s 2023 Best Large Employers across 25 industries. Approximately 45,000 U.S. residents working for companies employing at least 5,000 people in their U.S. operations were surveyed from August to November 2022. Respondents were consulted anonymously through online panels. Respondents rated their willingness to recommend their own employer to friends and family on a scale of 0 to 10, as well as other employers in their respective industry. The final list ranks the top 500 large employers with the highest score of direct and indirect recommendations. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to Statista to cite the results. For more information, visit https://www.forbes.com/lists/best-large-employers/.
18 VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the tenth consecutive year Ameriprise has been honored with the designation, joining a distinguished list of companies that provide job prospects and support for veterans and their families through robust veteran recruiting, training and development programs. 2024. 
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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