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How Ameriprise Financial compares

For 125 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.

Not all financial firms are the same

What matters most to you in life? It’s a big question. But it’s one of the many questions an Ameriprise advisor will ask to get a better understanding of you, your goals and your priorities. We reach beyond standard financial and retirement plans to provide a personalized financial advice strategy that is right for you.

Financial planners in the industry generally offer investment management, but not all investment managers offer a comprehensive approach to financial advice. Another way we’re different? Ameriprise was named #1 most trusted wealth manager by Investor's Business Daily.1

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Compare approaches to financial planning and advice

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

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

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.

Ameriprise Financial earns strong ratings, reviews and recognition

Ameriprise Financial and our advisors have been recognized through client surveys and independent research studies for outstanding service and commitment to our clients.

  • Ameriprise is the #1 most trusted Wealth Manager1
  • Clients rate Ameriprise 4.9 out of 5 in overall satisfaction2
  • 92% say they're likely to recommend their experience to friends or family3

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

1:1 financial advice

Personalized recommendations

Regular meetings

Anytime access

Our personalized, proprietary approach helps our clients feel more confident.

Only Ameriprise offers the Confident Retirement® approach, key to building a more confident financial future.

Take a few minutes to check your financial confidence across four needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. You’ll gain a good understanding of how a conversation with an advisor can help you prepare for your financial goals and priorities.

How financially prepared do you feel for retirement? THE 3-MINUTE CONFIDENT RETIREMENT® CHECK

of Ameriprise Clients say they feel like their advisor cares about their ability to achieve goals.3

of Ameriprise Clients say they were highly satisfied with outcome of experience with advisor.3

 

Great! Let's look at some other aspects of your finances.

of Ameriprise Clients say they were highly satisfied with outcome of experience with advisor.3

 

Nice start; let's plan next steps.

of Ameriprise Clients say they were highly satisfied with outcome of experience with advisor.3

 

It's never too late to start.

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

At Ameriprise, product solutions and investment recommendations are personalized to you, based on your goals, your risk tolerance and your time horizon. Our advisors can offer a range of solutions from Ameriprise and other firms for investments, insurance, annuities and banking.

Whether you need investment strategies, insurance, brokerage services or other solutions, we can help you manage your short-term priorities and prepare for your financial goals.

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 Ameriprise and other companies including investment productsinsurance, brokerage services and other solutions to help you meet your needs for education savings, protection, estate planningretirement 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
Take the first step towards a more confident financial future.

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

Skinny DAC

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.

1The 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.
Clients 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.
3Ameriprise 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.
The Confident Retirement® approach will include a review of your existing financial retirement situation and potential opportunities, gaps, or general strategies. You will not receive a comprehensive review or financial planning services for which fees are charged. It is not a guarantee of future financial results. 
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. 
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.  AFS financial advisors may receive compensation for selling bank products.
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Ameriprise Bank, FSB.  Member FDIC.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.