Ameriprise Financial, Inc.

New York Stock Exchange
Back to all articles
Somewhat Bullish +50

Ameriprise Financial Named a Top Performer™ in Hearts & Wallets Customer Satisfaction Survey for the Eighth Time

AI-generated analysis

🏆 Ameriprise Financial has been named a Top Performer™ for the eighth consecutive year in the 2026 Hearts & Wallets Customer Satisfaction Survey.

❤️ Clients specifically praised Ameriprise for understanding their needs and sharing their values, which was the key criterion for this recognition.

📊 The survey by independent firm Hearts & Wallets included nearly 6,000 U.S. households to assess experiences with major financial institutions.

⭐ To achieve Top Performer status, firms must exceed the national average ratings by more than 20% or at least 120 points on the satisfaction index.

👩‍💼 Marie O’Neill, senior vice president of marketing, stated that the honor reflects the company's deep understanding of its clients and the dedication of its workforce.

👥 The firm's strong performance is attributed to the strength of its premium brand and a network of over 10,000 financial advisors.

🏢 Ameriprise has provided help and confidence regarding financial futures for more than 130 years since its founding in June 1894.

🛡️ The company offers extensive investment advice, global asset management capabilities, and insurance solutions to various investors.

🎯 Prior to this, Ameriprise earned Top Performer recognition seven times previously (2016-2025) for specific categories including "Unbiased, puts my interests first."

💰 The company did not pay a fee to be evaluated in the study but paid Hearts & Wallets to cite the results publicly.

⚠️ Investors are reminded that Ameriprise cannot guarantee future financial results and that investment products involve risks including loss of principal.

Bullish Signals
  • Ameriprise Financial has earned the 'Top Performer™' designation for the eighth consecutive year, demonstrating consistent leadership and a deep commitment to delivering personalized financial planning.
  • The company is recognized for its premium brand strength and the unwavering dedication of its network of more than 10,000 financial advisors who serve clients nationwide.
  • Ameriprise has established itself as a firm that 'understands me and shares my values' based on client feedback in the 2026 Wants & Pricing Report.
  • The firm has been distinguished seven times for its ratings in 'Understands me and shares my values' and 'Unbiased, puts my interests first,' highlighting sustained excellence over the past decade.
  • Ameriprise's long-standing history of helping people feel confident about their financial future dates back to its founding on June 29, 1894.
Risk Factors
  • The Top Performer™ designation is not a ranked metric, meaning Ameriprise's recognition places it alongside other firms without distinguishing its relative standing above competitors.
  • The study explicitly states that these results are 'not indicative of future performance,' creating uncertainty about whether current customer satisfaction will translate to sustained business results.
  • Ameriprise only earned a Top Performer™ in two specific categories ('Understands me and shares my values' and 'Unbiased, puts my interests first'), leaving other critical areas of customer experience unhighlighted by this award.
  • The company did not achieve recognition across all surveyed dimensions, as the award recognizes firms that stand out in specific areas rather than overall excellence.
Full Analysis
Ameriprise Financial, Inc. (NYSE: AMP) has announced that it has secured its eighth consecutive Top Performer™ designation in the 2026 Wants & Pricing Report from Hearts & Wallets, an independent research firm specializing in consumer attitudes toward financial services. The recognition is specifically awarded for the category "Understands me and shares my values," as consistently rated by surveyed clients who feel the company aligns with their personal needs and beliefs. This achievement marks a continuation of Ameriprise's long-standing reputation for delivering personalized, comprehensive financial planning, reinforcing its position as a leader in the industry based on consistent client satisfaction over time. The survey data, collected between July 17 and August 9, 2025, included nearly 6,000 U.S. households who rated their experiences with various financial firms on a scale from 0 to 10. To qualify as a Top Performer™, Ameriprise demonstrated ratings that were distinctively higher than the national average, exceeding the threshold by more than 20% or scoring at least 120 points on the index. Notably, this is the eighth year in a row (covering data from 2016 through 2025) that Ameriprise has earned this specific distinction, and it also holds the "Top Performer" status in the "Unbiased, puts my interests first" category for seven consecutive years. The evaluation was conducted without any fee paid to Ameriprise by Hearts & Wallets, though Ameriprise paid a fee to have its results cited in the report. Marie O’Neill, senior vice president of marketing at Ameriprise Financial, emphasized that this honor reflects the company's deep understanding of its clients and serves as a testament to the collective effort of its workforce. She highlighted the strength of Ameriprise's premium brand and the dedication of its more than 10,000 financial advisors who work nationwide to empower clients with greater clarity, confidence, and purpose. Established on June 29, 1894, Ameriprise has operated for over 130 years, providing extensive investment advice, global asset management, and insurance solutions through its network of advisors to serve both individual and institutional investors.