Ameriprise Ranks Third in JD Power Investor Satisfaction Study
Event summary
- Ameriprise Financial ranked third in the advised investors segment of the JD Power 2026 U.S. Investor Satisfaction Study.
- The study surveyed 7,982 advised investors, with 399 being Ameriprise clients.
- Data was collected from January 2025 through January 2026.
- Ameriprise did not pay a fee to be evaluated but paid a fee to review and publicly cite the results.
The big picture
Ameriprise's high ranking in the JD Power study underscores the importance of client satisfaction in the wealth management industry. As competition intensifies, firms with strong advisor networks and digital capabilities are likely to attract and retain more clients. The study's focus on multiple dimensions, including trust and value for fees, highlights the evolving expectations of advised investors.
What we're watching
- Sustainability of Rankings
- Whether Ameriprise can maintain its high investor satisfaction rankings in future studies.
- Advisor Retention
- The pace at which Ameriprise retains its network of over 10,000 financial advisors.
- Competitive Positioning
- How Ameriprise's satisfaction scores compare to competitors in the advised investors segment.
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