Top ratings in the investment industry

For 130 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.

Recognized on The Wall Street Journal Management Top 250 list for 2023¹

Ameriprise Financial was ranked the #3 brand among investment firms for Customer Trust according to Forrester’s 2023 U.S. Customer Trust Index²

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 advice experience⁴:

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 2024 Hearts & Wallets Top Performer^TMrecognitions in⁵:

"Understands me and shares my values"
"Unbiased, puts my interests first"
"Explains things in understandable terms"

Strong, stable and growing:

Serving more than 2 million individual, business, and institutional clients⁶
More than $1 trillion in assets under management and administration⁷
26th largest global asset manager⁸

J.D. Power — 2023 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 five consecutive years.⁹

Learn more about the Ameriprise approach to financial planning and advice.

Nationally recognized, top-tiered advisors

In 2024¹⁰

68 Top 1,200 Financial Advisors
Four Top 100 Financial Advisors
10 Top 250 Private Wealth Management Teams

In 2023¹⁰

Seven Top 100 Women Financial Advisors
13 Top 100 Independent Financial Advisors

In 2024¹¹

321 Best-in-State Wealth Management Teams
Five Top Women Wealth Advisors
156 Best-in-State Women Wealth Advisors
Eight Top 250 Wealth Advisors
463 Best-in-State Wealth Advisors

In 2023¹¹

Six Best-in-State Financial Security Professionals
One Top Next-Generation Wealth Advisor
84 Best-in-State Next-Generation Wealth Advisors
Five Top Wealth Management Teams

In 2024¹²

44 Advisors to Watch (over $1Bil)
34 Advisors to Watch (under $1Bil)
One Fast Growing Advisors to Watch
One Next Gen Advisors to Watch
One Solo Advisor to Watch
Six Women Advisors to Watch

Recognized as a top workplace

Ameriprise has been recognized by Forbes as one of America's Best Large Employers in 2024¹³

Ameriprise Financial has been recognized as a Military Friendly® Employer for the 10th consecutive year¹⁴

Ameriprise is honored to be awarded the Military Friendly® Employer (MFE) designation for the 10th 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.

Ameriprise has been recognized by Newsweek as one of America's Greatest Workplaces for Women 2024¹⁵

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

The Disability Equality Index (DEI) is a comprehensive benchmarking tool that helps companies build a roadmap of measurable, tangible actions that they can take to achieve disability inclusion and equality. Each company receives a score, on a scale of zero (0) to 100, with those earning 80 and above recognized as a “Best Place to Work for Disability Inclusion”.

The DEI is a joint initiative of the American Association of People with Disabilities (AAPD), the nation’s largest disability rights organization, and Disability:IN, the global business disability inclusion network, to collectively advance the inclusion of people with disabilities. The organizations are complimentary and bring unique strengths that make the project relevant and credible to corporations and the disability community. The tool was developed by the DEI Advisory Committee, a diverse group of business leaders, policy experts, and disability advocates. Learn more at: www.DisabilityEqualityIndex.org.

There was a fee of $600.00 for the DEI.

¹ The Wall Street Journal Management Top 250 ranking for 2023 is based on a holistic measure of corporate effectiveness developed by the Drucker Institute. More than 700 U.S. companies were evaluated on 34 indicators across five dimensions of corporate performance: Customer Satisfaction, Employee Engagement and Development, Innovation, Social Responsibility and Financial Strength. All data collected was the most current available as of June 30, 2023. Ameriprise did not pay a fee to be evaluated for this rating. Ameriprise did pay a licensing fee to use the Management Top 250 Logo. See https://drucker.institute/company-rankings/the-wall-street-journal-management-top-250/.

²Ameriprise Financial received the third highest Customer Trust Index scores among Financial Services in Forrester’s proprietary 2023 U.S. Customer Trust Index rankings. The ranking was based on Forrester’s Customer Trust Index Scores, derived from Forrester’s Customer survey of 10,678 U.S. online consumers measuring 11 Investment Firms from April to June 2023. Customer Trust Index scores for individual financial services brands reflect the average level of trust customers have in a brand. Forrester Research does not endorse any company included in any Customer Trust Index report and does not advise any person to select the products or services of any particular company based on the ratings included in such reports. 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.

³Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a financial advisor or practice for “overall satisfaction”, “providing advice based on my financial goals” and “always putting my interests first” using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that advisor or practice within a rolling 24-month period as of 12/31/2023. There is no minimum number of responses required for an advisor or practice to receive a rating and advisors or practices may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise financial advisor or practice 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 a financial advisor’s or practice’s qualifications.

⁴Ameriprise Financial Goal-Based Advice Survey. Results from July 2018 through July 2023 reflecting 10,523 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.

⁵This recognition is from the 2024 Wants & Pricing Report from the Hearts & Wallets Investor Quantitative^TM 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 2023 Investor Quantitative™ Database was fielded September 11– October 6, 2023, to 5,846 respondents in 36 quota cells (age, asset groups and gender) and weighted back to national representation based on age and assets using 144 age-asset weighting cells (6 age ranges and 24 asset ranges) drawn from the most recent Federal Reserve Survey of Consumer Finances and Hearts & Wallets analysis. Sampling error is a function of sample size and response rate. At the national level, responses selected by 30% of households have a sampling error of +/- 0.8 ppts and +/- 1.2 ppts at 80% and 95% certainty, respectively. 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 that exceeds other providers. 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 sixth time Ameriprise has earned a Top Performer recognition in “Understands me and shares my values” based on data from 2016, 2017, 2018, 2019, 2022 and 2023. Ameriprise did not pay a fee to be evaluated in the study but did pay a fee to Hearts & Wallets cite the results.

⁶Company Reports

⁷Company data, as of Q1 2024

⁸Pensions & Investments/Thinking Ahead Institute World 500: World’s largest money managers – June 12, 2023 issue. Data as of Dec. 31, 2022.

⁹ J.D. Power 2023 Certified Customer Service Program^SMrecognition is based on successful completion of an operational evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. J.D. Power certified Ameriprise customer satisfaction performance for advisors in these factors: satisfaction with the IVR routing process, and the customer service representative which includes knowledge, courtesy, concern, promptness in getting to a representative, and timeliness of resolution in addition to overall satisfaction. Ameriprise paid a fee to J.D. Power to have their advisor support experience independently certified through this program and cite the results. Ameriprise’s public use of the certification is subject to a license fee. For more information, visit www.jdpower.com/awards.

¹⁰Barron’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.

¹¹ Forbes 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.

¹²The 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.

¹³Forbes and Statista recognized America’s Best Large Employers 2024 across 27 industries. Approximately 170,000 U.S. residents working for companies employing at least 1,000 people in their U.S. operations were surveyed over the last three years. Respondents were consulted anonymously through online panels and rated their willingness to recommend their current and former employers on an 11-point scale. Respondents could also rate their willingness to recommend other employers in their industries or employers of friends, acquaintances and family. The final list of Best Large Employers recognized the top 600 companies with the highest score of recommendations and at least 5,000 employees. 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/.

¹⁴VIQTORY, a company that connects the military community to civilian employment and educational opportunities. This is the tenth consecutive year Ameriprise has been honored with the designation, joining a distinguished list of companies that provide job prospects and support for veterans and their families through robust veteran recruiting, training and development programs. 2024.

¹⁵ Newsweek and Plant-A Insights Group recognized America’s Greatest Workplaces across 78 industries. They conducted confidential, online surveys from 2022-2023 among approximately 142,000 women working for U.S. companies that employed >500 people in 2023 and >1,000 people in 2022. Respondents rated current or familiar employers on their overall likelihood to recommend; and their current employer on eight employee satisfaction drivers. Companies' final scores were based on performance in survey recommendations, driver categories, additional research on publicly available metrics and media monitoring. The final list recognized the 1,000 companies with the highest scores. Ameriprise did not pay a fee to be evaluate for this recognition but did pay a fee to Plant-A to publicly cite the results of the survey. For more information, visit www.newsweek.com/rankings/americas-greatest-workplaces-women-2024.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.