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 has been named one of Newsweek’s America’s Most Trusted Companies 20221
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.2 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:3
Overall satisfaction • "Providing advice based on my financial goals" • "Always putting my interests first"
Clients are highly satisfied with the Ameriprise client experience4:
- 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 #277 on FORTUNE 500®5
Serving more than 2 million individual, business and institutional clients6
More than $1.2 trillion in assets under management and administration7
32nd largest global asset manager8
Ameriprise earned a Hearts & Wallets Top PerformerTM recognition9 in:
- “Unbiased and puts my interest first”
- “Investment ideas knowledgeable, timely and tactical”
- “Offers personal financial advice”
J.D. Power – 2021 Certified Customer Service Certification
Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support for advisors.10 For more info, visit jdpower.com/ccc.
Nationally recognized, top-tiered advisors
- 65 Top 1,200 Financial Advisors13
- Three Top 100 Financial Advisors12
- Four Top 100 Private Wealth Management Teams12
- Eight Top 100 Women Financial Advisors12
- Four Hall of Fame Advisors11
- 11 Top 100 Independent Financial Advisors12
- Four Top Women Wealth Advisors14
- 95 Best-in-State Women Wealth Advisors14
- 405 Best-in-State Wealth Advisors14
- Eight Best-in-State Financial Security Professionals17
- Six Top Next-Generation Wealth Advisors16
- 79 Best-in-State Next-Generation Wealth Advisors16
- Seven Top 250 Wealth Advisors16
- In 2021, 37 Top Wealth Advisor Moms15
Recognized as a top workplace
Ameriprise has been named among the country’s “Best Places to Work for Disability Inclusion”18
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 eighth consecutive year19
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 Newsweek and Statista recognized America’s Most Trusted Companies in 22 industries based on surveys issued to 50,000 U.S. residents from June 28-August 13, 2021. Respondents chose from a list of all 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. 110,000 evaluations were generated and companies with scandals were eliminated, resulting in a list of 400 companies. Ameriprise placed 20th of 21 companies in the Financial Services industry that earned a ranking. For more information click here.
2 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 produce the Trust Index rating.
See https://www.investors.com/news/most-trusted-financial-companies-survey-methodology/ for the full methodology.
15This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Forbes, Working Mother magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.