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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 has been named one of Newsweek’s America’s Most Trusted Companies 20221

Data from June – August, 2021. Ameriprise was one of 400 firms across all industries included on the list and paid a fee for the ability to publicly share this recognition. 

Investor's Business Daily Most Trusted 2021 Number 1 in Wealth Management logo

 

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.

Five-star rating

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”

 

JDPOWER 2021 Certified Customer Service Phone Logo
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.

Learn more about the Ameriprise approach to financial planning and advice

 

Nationally recognized, top-tiered advisors

 

Barron's logo

 

In 2022

  • 65 Top 1,200 Financial Advisors13
  • Three Top 100 Financial Advisors12
  • Four Top 100 Private Wealth Management Teams12
  • Eight Top 100 Women Financial Advisors12
  • Nine Top 100 Independent Financial Advisors12
  • Four Hall of Fame Advisors11

Forbes logo

In 2022

  • 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
  • Six Top 250 Wealth Advisors16

 

Working Mother logo

 

  • 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. 

 

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. 

3Clients 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 12/31/2021.
4Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through June 2021, reflecting 5,969 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.
5FORTUNE Magazine, June 2022
6Company Reports
7Company data, as of Q1 2022
8Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 18, 2021 issue. Data as of Dec. 31, 2020.
9Wants & 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.
10 Certified as of December 2021. J.D. Power 2021 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.
11Barron’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 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 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.
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. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is based on data from this calendar year 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.
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 is based on data from the previous calendar year 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.
14The Forbes Top Women, Best-in-State Women and Best-inState Wealth Advisor 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 calendar year. 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.

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.

16 The Forbes Top Next-Generation Wealth Advisors, Best-in State Next-Generation Wealth Advisors and Top 250 Wealth Advisors 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 current calendar year. 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.
17 The Forbes Top Financial Security Professionals and Best-inState Financial Security Professionals 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 calendar year. 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.
18The 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.
19The 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. 
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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