BD Breakdown

Ameriprise is one of the nation’s largest networks of independently managed broker-dealers

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

  • 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 incentives for bigger advisors are non-existent or don’t match the competition.
  • You pay a lot for the peace of mind they offer you in your practice
0 +

Financial Advisors

0 % T12

Typical transition package

$ 0 B +

Assets Under Management (AUM)

$ 0 k +

GDC Sweet Spot

3xEquity 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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