Ameriprise Financial Advice & Wealth Management — Revenue from contracts with customers remained flat by 0.0% to $3.25B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.7%, from $2.91B to $3.25B. Over 4 years (FY 2021 to FY 2025), Advice & Wealth Management — Revenue from contracts with customers shows an upward trend with a 10.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates growth in client assets or higher service fee adoption, while a decrease may signal client attrition or lower market activity.
This represents revenue generated from fees for financial planning, advisory services, and brokerage transactions within...
Similar to fee-based revenue reported by other wealth management firms and independent broker-dealers.
amp_segment_advice_wealth_management_revenue_from_contracts_with_customers| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.98B | $2.05B | $2.19B | $2.04B | $2.06B | $2.15B | $2.28B | $2.37B | $2.47B | $2.56B | $2.58B | $2.74B | $2.82B | $2.91B | $2.98B | $2.91B | $2.92B | $3.09B | $3.25B | $3.25B |
| QoQ Change | — | +3.5% | +6.6% | -6.5% | +0.7% | +4.5% | +6.0% | +3.8% | +4.5% | +3.4% | +0.8% | +6.2% | +2.8% | +3.2% | +2.7% | -2.4% | +0.4% | +5.8% | +5.1% | +0.0% |
| YoY Change | — | — | — | — | +3.9% | +4.9% | +4.3% | +15.9% | +20.2% | +18.9% | +13.0% | +15.7% | +13.8% | +13.6% | +15.6% | +6.2% | +3.8% | +6.4% | +9.0% | +11.7% |