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 leading the way with personalized financial advice to help our clients achieve their short-term and long-term goals. 

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:1

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

Clients are highly satisfied with the Ameriprise client experience2:

  • ​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®3

  • Serving more than 2 million individual, business and institutional clients4

  • Assets totaling more than $950 billion under management5 

  • 32nd largest global asset manager6

Ameriprise earned a Hearts & Wallets Top PerformerTM recognition in:

  • “Unbiased, puts my interest first” 7
  • “Explains things in understandable terms” 7
  • “Understands me and shares my values”7

Barron's

  • Three Hall of Fame Advisors 8

  • 63 Top 1,200 Financial Advisors 9

  • One Top 100 Financial Advisors 9

  • 10 Top 100 Independent Financial Advisors 9

  • Nine Top 100 Women Financial Advisors 9

Financial Times top financial advisors

  • 47 400 Top Financial Advisers 10
  • One 401 Top Retirement Advisers 11  

Forbes

  • 180 Best-in-State Wealth Advisors 12
  • 150 Best-in-State Next-Generation Wealth Advisors 13
  • Eight Top 250 Next-Generation Wealth Advisors 12
  • Five Top Wealth Advisors 12
  • Five Top Women Wealth Advisors 12

Working Mother

  • 36 Top Wealth Advisor Moms 14

Recognized as a top workplace

Ameriprise included in the 2020 Bloomberg Gender-Equality Index (GEI)

We're honored to be included in this year's Bloomberg Gender-Equality Index.15 The GEI is 325 companies strong across 50 industries 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”16.

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 year17

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. Organizations earning the Military-Friendly Employer designation from VIQTORY were evaluated using both public and government data sources as well as survey information from participating employers. 

Our award-winning service and national recognition means that you can feel confident in your Ameriprise advisor and financial future. Learn more about our advisor credentials and certifications

1Clients can respond to an internal Ameriprise survey and rate an advisor or practice, based on their overall 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 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. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating. Ratings reflect an average of all client responses received between 3/13/2018 and 12/31/2019. 
2Ameriprise 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.
3FORTUNE Magazine, May 2020
4Company Report
5Company data, as of Q3 2020
6Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 19, 2020 issue. Data as of Dec. 31, 2019.
7Wants & Pricing Report (April 2020, 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). 5,461 respondents provided 8,700 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.
8Barron’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.
9Barron’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. Barron’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 Women Financial Advisors or Barron’s Top 100 Independent Advisors.
10Rankings for the Financial Times 400 Top Financial Advisers list are based in large part on data gathered from and verified by Ameriprise Financial, and as identified by Financial Times, reflecting each advisor’s performance in six primary areas: assets under management, asset growth, compliance record, experience, credentials and accessibility. Ameriprise financial advisors were nominated by Ameriprise Financial. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Neither Ameriprise Financial nor its advisors pay a fee to Financial Times in exchange for the ranking.
11The Financial Times 401 Top Retirement Plan Advisers is an independent listing produced by the Financial Times. The Financial Times 401 Top Retirement Plan Advisers is based on data gathered from firms, regulatory disclosures and the Financial Times’ research. As identified by Financial Times, the listing reflected each advisor’s performance in six primary areas: defined contribution plan* assets under management and percentage of overall assets managed that represents, defined contribution plan asset growth, compliance record, years of experience advising defined contribution plans, industry certifications and participation rate in defined contribution plans advised. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the Financial Times 401 Top Retirement Plan Advisers listing. *For defined contribution plans defined under Internal Revenue Code 401(a).
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. 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. 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.   

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 2020 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 75 metrics across five categories to determine inclusion in the Index. Ameriprise was one of nearly 6,000 global companies with the opportunity to provide data to Bloomberg in 2019 and is one of 325 companies across 50 industries included in the 2020 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. https://www.bloomberg.com/gei/about/
16The 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.
17The 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. The firm is within 30% of the organizations ranked 10th in the Top 10 award category for similar organizations.
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.