Advice & Wealth Management — Total Assets
Ameriprise Financial Advice & Wealth Management — Total Assets increased by 0.3% to $40.17B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 3.7%, from $41.70B to $40.17B. Over 4 years (FY 2021 to FY 2025), Advice & Wealth Management — Total Assets shows an upward trend with a 15.3% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Growth in assets typically signals successful client acquisition and positive market performance, while a decline suggests outflows or market downturns.
Detailed definition
This represents the total value of client assets under management and administration within the wealth management segmen...
Peer comparison
Comparable to 'Assets Under Management' (AUM) or 'Client Assets' reported by all major wealth management firms.
amp_segment_advice_wealth_management_total_assetsHistorical Data
| 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 | $22.04B | $22.85B | $24.99B | $26.75B | $29.88B | $32.08B | $35.13B | $39.10B | $40.42B | $41.03B | $42.98B | $42.94B | $41.89B | $42.43B | $41.51B | $41.70B | $40.47B | $39.99B | $40.04B | $40.17B |
| QoQ Change | — | +3.7% | +9.4% | +7.1% | +11.7% | +7.4% | +9.5% | +11.3% | +3.4% | +1.5% | +4.8% | -0.1% | -2.4% | +1.3% | -2.2% | +0.4% | -2.9% | -1.2% | +0.1% | +0.3% |
| YoY Change | — | — | — | — | +35.6% | +40.4% | +40.6% | +46.2% | +35.3% | +27.9% | +22.3% | +9.8% | +3.7% | +3.4% | -3.4% | -2.9% | -3.4% | -5.8% | -3.6% | -3.7% |
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Frequently Asked Questions
- What is Ameriprise Financial's advice & wealth management — total assets?
- Ameriprise Financial (AMP) reported advice & wealth management — total assets of $40.17B in Q1 2026.
- How has Ameriprise Financial's advice & wealth management — total assets changed year-over-year?
- Ameriprise Financial's advice & wealth management — total assets decreased by 3.7% year-over-year, from $41.70B to $40.17B.
- What is the long-term trend for Ameriprise Financial's advice & wealth management — total assets?
- Over 4 years (2021 to 2025), Ameriprise Financial's advice & wealth management — total assets has grown at a 15.3% compound annual growth rate (CAGR), from $91.71B to $162.20B.
- What does advice & wealth management — total assets mean?
- The total value of all client assets managed or administered by the segment.