How Ameriprise Financial compares

For 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.

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 financial 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? Clients rate Ameriprise Financial 4.9 out of 5 in “always putting my interests first.”¹

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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

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.

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 2024 Hearts & Wallets Top Performer™ recognition in “Unbiased, puts my interests first.”²
Clients rate Ameriprise 4.9 out of 5 in overall satisfaction¹
93% say they're likely to recommend their experience to friends or family³

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

One to one financial advice

handshake

We begin with what’s most important to you – from goals that can include retirement or education, to a major purchase like a second home.

https://www.ameriprise.com/financial-planning/goal-based-advice

Personalized recommendations

monitor

We provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance.

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

Regular meetings

calendar-month

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

https://www.ameriprise.com/financial-planning/working-with-financial-advisor/changing-financial-advisors

Anytime access

mobile-device

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with your advisor, safely and securely.

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

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 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

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 a financial advisor or practice for “overall satisfaction” 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.

²This recognition is from the 2024 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 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.

³Ameriprise Financial Goal-Based Advice Survey. Results from July 2019 through July 2024, reflecting 13,352 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 cannot guarantee future financial results.

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.

Ameriprise Bank, FSB. Member FDIC.

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.