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Top ratings in the investment industry

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 Financial named the overall winner in the wealth manager category by Kiplinger 1

Ameriprise Financial has received five recognitions in the 2023 Kiplinger Readers’ Choice Awards, including:

  • The overall winner in the wealth manager category 
  • Recognized as outstanding for trustworthy advisors in the wealth manager category
  • Recognized as outstanding for quality of advice in the wealth manager category 
  • Recognized as outstanding for most recommended in the wealth manager category 
  • Recognized as outstanding for overall satisfaction in the wealth manager category 

 

 

 

Ameriprise Financial named one of America’s 2023 Most Responsible Companies by Newsweek2

Ameriprise Financial is one of the Most Trusted Wealth Management Companies3

Our clients and their goals are at the center of all we do. That’s why we are proud to be named one of the Most Trusted Wealth Management Companies of 2022 according to Investor’s Business Daily. For more info, visit Investors Business Daily.

Recognized by Newsweek as one of America’s Most Trusted Companies 20234

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:5

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

Clients are highly satisfied with the Ameriprise advice experience6:

  • 97% say they feel like their financial advisor cares about their ability to achieve goals
  • 95% say they were highly satisfied with outcome of experience with financial advisor

Earned 2023 Hearts & Wallets Top PerformerTM recognitions in7:

  • "Understands me and shares my values"
  • "Investment ideas are knowledgeable, timely and tactical"
  • "Explains things in understandable terms"

Strong, stable and growing:                                                                         

  • Ranked #289 on FORTUNE 500®8

  • Serving more than 2 million individual, business, and institutional clients9

  • More than $1 trillion in assets under management and administration10

  • 25th largest global asset manager11

J.D. Power – 2022 Certified Customer Service Certification

Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support for advisors for four consecutive years.12 For more info, visit jdpower.com/ccc.

Learn more about the Ameriprise approach to financial planning and advice

Nationally recognized, top-tiered advisors

 

In 2023

  • 67 Top 1,200 Financial Advisors13
  • Three Top 100 Financial Advisors13
  • Five Top 100 Private Wealth Management Teams14
  • Seven Top 100 Women Financial Advisors15

In 2022

  • Four Hall of Fame Advisors16
  • Nine Top 100 Independent Financial Advisors17

In 2023

  • 259 Best-in-State Wealth Management Teams18
  • Four Top Women Wealth Advisors19
  • 135 Best-in-State Women Wealth Advisors19
  • Six Top 250 Wealth Advisors20
  • 439 Best-in-State Wealth Advisors20
  • Six Best-in-State Financial Security Professionals21
  • One Top Next-Generation Wealth Advisor21
  • 84 Best-in-State Next-Generation Wealth Advisors21

In 2022

  • Five Top Wealth Management Teams22

In 202323

  • 20 Advisors to Watch (over $1Bil)
  • 27 Advisors to Watch (under $1Bil)
  • 19 Fast Growing Advisors to Watch
  • Five Next Gen Advisors to Watch
  • One Solo Advisor to Watch
  • 12 Women Advisors to Watch

 

Nearly 300 advisors compared Ameriprise to their previous firms24:

  • 90% of advisors joining Ameriprise in the last 5 years say technology, financial planning capabilities, and ability to acquire clients is better than prior firms
  • 95% say Ameriprise supports deeper client relationships through financial planning and advice
  • 91% believe Ameriprise elevates the client experience
  • 91% believe Ameriprise enables them to run their practice in a way that aligns with their values
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Recognized as a top workplace

Ameriprise has been named one of the Best Large Employers in America in 2023 by Forbes 25

Ameriprise Financial has been recognized as a Military Friendly® Employer for the 9th consecutive year26, 27

Ameriprise is honored to be awarded the Military Friendly® Employer (MFE) designation for the ninth year in a row for our efforts in creating sustainable and meaningful career paths, community outreach, brand enthusiasm and enduring partnerships. Being a military friendly employer means being committed to creating sustainable economic benefits to the military community and all parts within.

For the first time, Ameriprise has been awarded the Military Spouse Friendly Employer (MFSE)26 designation for 2023. This considers what employers do to attract, hire and develop military spouse employees; as well as the policies and practices with which employers support them along the way to help them have fulfilling careers.

Ameriprise has been named among the country’s “Best Places to Work for Disability Inclusion” for the third consecutive year.

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 is a proud to be included in the 2023 Bloomberg Gender-Equality Index (GEI)28

Acceptance into the GEI supports members’ focus on women empowerment, and showcases their commitment to gender equality in the workplace. It also provides the investment community with the transparency they seek in quantifying the ‘S’ in ESG.

1 Kiplinger readers were invited to take the 2023 Readers' Choice Awards survey on Kiplinger.com from Feb. 28-March 31, 2023. Kiplinger received more than 2,600 total completed surveys — 725 of which answered the questions pertaining to the Wealth Management category. Respondents selected the wealth management company they used most frequently, and then rated that provider on a ten-point scale in four criteria: likelihood to recommend to others, overall satisfaction, trustworthiness of the firm's advisors and quality of financial advice. Kiplinger determined the overall winner in each category by identifying the provider with the highest total score of all criteria. For more information, visit https://www.kiplinger.com/personal-finance/kiplinger-readers-choice-awards. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to cite the results. Award is not indicative of future performance or representative of any one client’s experience. From Kiplinger's Personal Finance. ©2023 The Kiplinger Washington Editors. All rights reserved. Used under license.
2Newsweek and Statista recognized America’s Most Responsible Companies based on a holistic view of corporate responsibility across the three pillars of ESG: Environment, Social and Corporate Governance. Statista conducted the evaluation through an analysis of quantitative data publicly available as of June 30, 2022 from more than 30 key performance indicators from the three areas of Corporate Social Responsibility (CSR) and from the results of a survey among more than 13,000 U.S. residents conducted from Sept. 9 – Sept. 29, 2022. Survey respondents evaluated CSR performance for companies that were familiar to them. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a licensing fee to publicly cite the results of the survey. See https://www.newsweek.com/rankings/americas-most-responsible-companies-2023.
3The Most Trusted Financial Companies Survey is conducted by Investor's Business Daily and TechnoMetrica Market Intelligence, ranking financial companies based on consumer trust. The study was conducted in two phases, with 691 individuals responding to Phase 1 in June and July 2022 and 6,520 participants in Phase 2 from July 7 – 21, 2022. Eighty-five 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 the attributes based 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 overall Trust Index rating. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a fee to publicly cite the results of the survey. See https://www.investors.com/news/customer-trust-survey-methodology-2022/ 
4Newsweek and Statista recognized the Most Trustworthy Companies in America across 23 industries. Approximately 25,000 U.S. residents were surveyed from July to November 2022 about 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. Social listening assessments were conducted for the top 1,000 companies with sufficient survey responses. A total of 272,000 mentions were collected live (January to February 2023) and from historical data (October 2022 to January 2023). The final 700 companies were ranked based on an aggregate score of survey and social listening results. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to Statista to cite the results. For more information, visit https://www.newsweek.com/rankings/most-trustworthy-companies-america-2023
5Clients can respond to an internal Ameriprise survey and rate their advisor or practice based on their satisfaction with the advisor 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 who access 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 12/31/2022.
6Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through September 2022, reflecting 8,675 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.
7 This recognition is from the 2023 Wants & Pricing Report from the Hearts & Wallets Investor QuantitativeTM Database. In the annual syndicated survey, respondents rate their financial services providers in various areas on a scale of 0 (not at all satisfied) to 10 (extremely satisfied). The annual 2022 Investor Quantitative™ Database was fielded August 15 - September 15, 2022, to 5,993 respondents in 36 quota cells (age, asset groups and gender) and weighted to national based on age and assets using 144 cells drawn from the most recent Federal Reserve Survey of Consumer Finances and Hearts & Wallets analysis. The report designates Top Performers in areas where customer ratings are “distinctively higher than customer ratings of other providers” ─ meaning one or more providers achieved customer satisfaction higher than other providers at a statistically significant level. For each area, there may be multiple Top Performers or none. The analysis does not rank Top Performers. It is not indicative of future performance or representative of any one client’s experience. This is also the fifth time Ameriprise has earned a Top Performer recognition in “Understands me and shares my values” based on data from 2016, 2017, 2018, 2019 and 2022. Ameriprise did not pay a fee to be evaluated in the study but did pay a fee to Hearts & Wallets cite the results.
8FORTUNE Magazine, Fortune 500 ranking published June 2023 is based on 2022 total revenue.
9Company Reports
10Company data, as of Q1 2023
11Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – Oct. 17, 2022 issue. Data as of Dec. 31, 2021.
12J.D. Power 2022 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. Ameriprise advisors evaluated the firm’s 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 paid a fee to J.D. Power to be independently evaluated through this program and cite the results. Ameriprise’s use of results of the evaluation is subject to a license fee. For more information, visit www.jdpower.com/ccc.
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 for each applicable year is based on data from the previous two calendar years 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 or its use.
14Barron’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 for each applicable year is based on data from the previous two calendar years and is not indicative of this team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use.
15Barron’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. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
16 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 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 for each applicable year is based on data from the previous two calendar years 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 or its use.
17 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 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.
18The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is 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. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is 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.
19The 2023 Forbes Top Women and Best-in-State Women 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.
20Forbes 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 two calendar years. 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.
21Forbes 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year 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 two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
22Forbes Top Wealth Management Teams: High Net Worth and Forbes Top Wealth Management Teams: Private Wealth 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.
23The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.
24Ameriprise asked experienced advisors who moved their book of business to the firm in the last one-to-five years to compare its support, resources, and capabilities to their previous firm and state their satisfaction with their experience. The survey results identified the top ways Ameriprise stands out compared to competitors. 294 advisors responded to the “Ultimate Advisor Partnership” survey, which was conducted in November 2021.
25Forbes and Statista recognized America’s 2023 Best Large Employers across 25 industries. Approximately 45,000 U.S. residents working for companies employing at least 5,000 people in their U.S. operations were surveyed from August to November 2022. Respondents were consulted anonymously through online panels. Respondents rated their willingness to recommend their own employer to friends and family on a scale of 0 to 10, as well as other employers in their respective industry. The final list ranks the top 500 large employers with the highest score of direct and indirect recommendations. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to Statista to cite the results. For more information, visit https://www.forbes.com/lists/best-large-employers/
26The term Military Friendly® is a registered trademark of Viqtory, Inc., and is used with permission. For more information, visit www.militaryfriendly.com/mfcguide/.  As a 2023 Bronze level award designee, Ameriprise Financial is within 30% of the organizations ranked 10th in the Top 10 award category for similar organizations.
27Designees are evaluated based upon surveys submitted by it in the year of the award's designation.
28The Bloomberg Gender-Equality Index (GEI) was created to expand the universe of environmental, social and governance data from public companies available to investors. The index reflects Bloomberg’s dedication to increasing data transparency and bringing a new level of clarity and awareness to the progress against social and governance goals. Learn more at: www.bloomberg.com/gei
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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