When it comes to deciding on the right firm, never settle for less. At our core, we are a people-first culture, delivering the strength of a FORTUNE 500® company1 with more personal attention than any other firm. We offer more best-in-class tools, solutions, and end-to-end support — all seamlessly integrated and accessible anytime, anywhere.
1 FORTUNE Magazine, May 2020
2 Company filings, S&P Cap IQ, and Ameriprise Financial internal GDC and revenue data from 2012-2019. 2019 data represents trailing 12 months through 9-30-19. Ameriprise 2012 Revenue Per Advisor includes 12b-1 fees. Regional/Independent represents median of LPL, Edward Jones and Raymond James PCG. Wirehouse represents median of Morgan Stanley and Bank of America Wealth Management. Figures for Regional/Independent and Wirehouse sourced exclusively from publicly-available data.
3 Company data, as of Q1 2021
4 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 12/31/2020.
5 Ameriprise Financial 2020 Annual Report and 10-K
6 Ameriprise Financial spent over $500 million in technology over the last five years. Company data, 2020.
*Deals and compensation may vary and are subject to change. Upfront refers to the upfront promissory note.
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