One of the highlights is they are a BD with multiple platforms. There is a division focused on independent-minded, entrepreneurial advisors as well as a W2 model for those looking for a more structured and supported experience where they provide office space, back office, staff, etc., Ameriprise can support varied needs and goals of advisors.

PROS
  • Great tools and support to help small to mid-sized advisors grow their practice.
  • Very strong financially
  • Hybrid platform, both Independent and W2/Employee options
  • High degree of freedom in both platforms
  • Fully developed infrastructure from Technology platform to back office support/processing.
  • Great culture of support for that advisor looking to go to the next level.
  • Offering is seamless, one login and you get it all
CONS
  • Focus on small/mid sized advisors means extremely large practices may hit edges of support for exponential growth.
  • Must use Ameriprise logo/brand in practice name/advertising
0+
Financial Advisors
0B +
Assets Under Management (AUM)
0% T12
Transition packages as high as
0M +
GDC Sweet Spot
Fincruiter Insights

Opportunity Score

For advisors looking to transition, securing an offer from Ameriprise seems like a no-brainer. They check so many boxes and offer a very competitive package. Solid offer to have in your back-pocket while pursuing others and/or realizing that they are the right option for your needs.

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