How Ameriprise Financial compares

For more than 130 years, Ameriprise has earned clients’ trust by providing goal-based advice. We offer the flexibility to match our services to your unique situation. Read about our unique approach.

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Not all financial firms are the same

Ameriprise Financial was founded more than 130 years ago with the idea that every investor needs financial advice to grow their hard-earned wealth. We’ve always put clients first, and today they rate us a 4.9 out of 5 in overall satisfaction.1

Experience how personalized financial advice from an Ameriprise advisor can help you feel more confident in your future, too.

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Compare Ameriprise Financial

Ameriprise Financial

  • Dedicated personal financial advisor
  • Personalized, comprehensive advice
  • Track progress toward your goals online
  • View all of your accounts in one place
  • A broad suite of products and solutions from a variety of providers
Read more about working with an Ameriprise advisor

Online service

  • Access to an advisor varies
  • Personalized, comprehensive advice generally not available
  • Goal tracking varies by solution
  • View all accounts in one place
  • Self-directed based on what's available

Traditional broker

  • Access to an advisor varies based on firm and client asset level
  • Personalized, comprehensive advice not consistently offered
  • Goal tracking varies by firm
  • May offer account aggregation
  • May only offer one category of product or one provider for products

​​​​​​​Note: Exceptions may apply. For illustrative purposes only.

Note: Exceptions may apply. For illustrative purposes only.

Ameriprise Financial earns strong ratings, reviews and recognition

  • Advisors from Ameriprise Financial have been recognized through client surveys and independent research studies for outstanding service and commitment to our clients.
  • Earned a 2025 Hearts & Wallets Top PerformerTM recognition in "Understands me and shares my values" and "Unbiased, puts my interests first."2
  • Clients rate Ameriprise 4.9 out of 5 in overall satisfaction.1
  • 93% say they're likely to recommend their experience to friends or family.3

Advice to help you achieve what’s most important to you

 Financial advice for a lifetime retirement

We provide financial advice based on your goals, now and at every stage in your life.

 https://www.ameriprise.com/financial-planning/goal-based-advice Personalized investments and solutions target

Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.

 https://www.ameriprise.com/financial-planning/goal-based-advice/what-does-a-financial-advisor-do Meaningful connections collaboration

We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.

 https://www.ameriprise.com/financial-planning/working-with-financial-advisor/changing-financial-advisors Secure digital access mobile-device

Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.

 https://www.ameriprise.com/financial-planning/working-with-financial-advisor/online-financial-advising-and-digital-tools

We recommend financial solutions based on your best interest, not ours

You have a full life with a variety of financial needs. That’s why we offer a range of investments and solutions, tailored to you. Whether you need cash for a large purchase or mortgage and lending solutions for a new home, we can help you make the most of your wealth with tax-smart investing strategies. We can also help protect and provide for all the people you love with insurance solutions. With Ameriprise Financial, you'll get the personalized advice you need to live the life you want.  

What makes Ameriprise a good company to invest with?

At Ameriprise, you can choose how you collaborate with your advisor based on your individual goals and the complexity of your needs:

  • Ameriprise advisors provide financial advice and help you select investments specific to your goals and risk tolerance
  • You may choose to delegate the management of your investment portfolio to your advisor through a fee-based managed account
  • Or, your advisor can provide advice on the other areas of your financial situation through our comprehensive approach to financial planning

Products and services for your needs

Ameriprise financial advisors have access to a wide selection of products and services from companies offering investment products, insurance, brokerage services, and other solutions to help you meet your needs for education savings, protection, estate planning, retirement and more.

Investment strategies

  • Stocks
  • Bonds
  • Mutual funds
  • Managed accounts
  • Structured products
  • College savings

Insurance

  • Life
  • Disability income
  • Trust services

Retirement accounts

  • IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • 401(k)
  • 403(b)

Banking and cash solutions

  • Cash solutions
  • Brokerage sweep accounts
  • Credit cards
  • Personal trust services
Related Information

The first meeting with a financial advisor is about what's most important to you

Working with an Ameriprise advisor

Financial advising solutions and costs

Take the first step towards a more confident financial future. retirement

Or, request an appointment online to speak with an advisor. 

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At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's. 

If you know someone who could benefit from a conversation, please refer me.

Background and qualification information is available at FINRA's BrokerCheck website.

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1Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with their assigned financial advisor or advisor team using a scale of 1 to 5. Clients of financial advisors in the Ameriprise Franchise Group, Ameriprise Advisor Group, and the Ameriprise Financial Institutions Group have an opportunity to access the Ameriprise Secure Client Site and provide a rating. This client satisfaction score is a national average of client responses for all advisors and teams within a rolling 24-month period as of 12/31/2025. Client experiences may vary, and working with any Ameriprise advisor or team 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 an advisor’s or team’s qualifications.
22025 Wants & Pricing Report from the Hearts & Wallets Investor QuantitativeTM Database. Between July 17 – August 9, 2024, 5,989 respondents provided 18,066 sets of ratings for their financial services providers in various areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). The report designates Top Performers in areas where customer ratings are distinctively higher than the national average – meaning ratings exceeded the average by more than 20% or at least 120 points on an index. There may be multiple Top Performers or none, and Top Performers are not ranked. These results are not indicative of future performance or representative of any one client's experience. Ameriprise has earned a Top Performer recognition in “Understands me and shares my values” seven times based on data from 2016-2019 and 2022-2024. Ameriprise did not pay a fee to be evaluated in the study but did pay a fee to Hearts & Wallets cite the results.
3Ameriprise Financial Goal-Based Advice Survey. Results from July 2020 through June 2025, reflecting 13,105 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.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses. 
Please review the Ameriprise® Managed Accounts Client Disclosure Brochure or if you have elected to pay a consolidated advisory fee, the Ameriprise® Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses as well as any applicable updates.
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 Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC (AFS). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. Your Ameriprise advisor may earn compensation in connection with the Ameriprise Bank products that you choose to open. Ameriprise Bank, FSB. Member FDIC.
Ameriprise Bank, FSB provides mortgage and home equity lending products and services through a third-party relationship with Rocket Mortgage, LLC NMLS#3030. Access the Rocket Mortgage NMLS consumer access page. Mortgage and home equity lending products are offered by Rocket Mortgage, LLC. Rocket Mortgage, LLC is not an affiliate of Ameriprise Bank, FSB. Ameriprise Bank, FSB does not offer or negotiate mortgage and home equity lending products and does not take mortgage and home equity lending applications. Ameriprise Bank, FSB may purchase and service some mortgage and home equity lending products originated by Rocket Mortgage, LLC. Ameriprise Bank, FSB does not guarantee products or services offered by Rocket Mortgage, LLC.
Elan Financial Services is the creditor and issuer of Ameriprise® Visa Signature® credit cards, pursuant to a license from Visa U.S.A. Inc., and does not administer the account Rewards Program.
Ameriprise Bank, FSB administers all operational aspects of the Rewards Program. Please visit ameriprise.com/rewards-terms-and-conditions for the Ameriprise Rewards Program Terms and Conditions details. Offers are subject to change.
Ameriprise® Preferred Lines of Credit and Loans are offered by Ameriprise Bank, FSB and the Salt Lake City Branch of Goldman Sachs Bank USA (GS Bank) as co-lenders or sole lender, as applicable. Margin loans are offered exclusively through Ameriprise Financial Services, LLC as sole lender. Ameriprise Bank, FSB and GS Bank are not affiliated.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.