AMP · Company KPIs
Ameriprise Financial (AMP) KPIs
Total Assets Under Management, Administration and Advisement, AWM Total Client Assets, Adjusted operating net revenue per advisor (TTM). As reported in SEC filings, with the source line for each figure.
Total Assets Under Management, Administration and Advisement
$1.78T at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $1.78T | Total Assets Under Management, Administration and Advisement · $1,784,542 · $1,659,509 · 8% · $1,812,618 · (2)%8-K filed 2026-10-29 |
| Jun 30, 2026 | $1.81T | Total Assets Under Management, Administration and Advisement · $1,812,618 · $1,584,767 · 14% · $1,668,206 · 9%8-K filed 2026-07-23 |
| Mar 31, 2026 | $1.67T | Total Assets Under Management, Administration and Advisement · $1,668,206 · $1,494,660 · 12% · $1,694,151 · (2)%8-K filed 2026-04-23 |
| Dec 31, 2025 | $1.69T | Total Assets Under Management, Administration and Advisement · $1,694,151 · $1,521,953 · 11% · $1,659,509 · 2%8-K filed 2026-01-29 |
| Sep 30, 2025 | $1.66T | Total Assets Under Management, Administration and Advisement · $1,659,509 · $1,537,983 · 8% · $1,584,767 · 5%8-K filed 2025-10-30 |
| Jun 30, 2025 | $1.58T | Total Assets Under Management, Administration and Advisement · $1,659,509 · $1,537,983 · 8% · $1,584,767 · 5%8-K filed 2025-10-30 |
| Mar 31, 2025 | $1.49T | Total Assets Under Management, Administration and Advisement · $1,668,206 · $1,494,660 · 12% · $1,694,151 · (2)%8-K filed 2026-04-23 |
| Dec 31, 2024 | $1.52T | Total Assets Under Management, Administration and Advisement · $1,694,151 · $1,521,953 · 11% · $1,659,509 · 2%8-K filed 2026-01-29 |
AWM Total Client Assets
$1.23T at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $1.23T | AWM Total Client Assets · $1,230,948 · $1,138,392 · 8% · $1,247,579 · (1)%8-K filed 2026-10-29 |
| Jun 30, 2026 | $1.25T | AWM Total Client Assets · $1,247,579 · $1,083,821 · 15% · $1,148,514 · 9%8-K filed 2026-07-23 |
| Mar 31, 2026 | $1.15T | AWM Total Client Assets · $1,148,514 · $1,022,520 · 12% · $1,165,367 · (1)%8-K filed 2026-04-23 |
| Dec 31, 2025 | $1.17T | AWM Total Client Assets · $1,165,367 · $1,028,943 · 13% · $1,138,392 · 2%8-K filed 2026-01-29 |
| Sep 30, 2025 | $1.14T | AWM Total Client Assets · $1,138,392 · $1,024,467 · 11% · $1,083,821 · 5%8-K filed 2025-10-30 |
| Jun 30, 2025 | $1.08T | AWM Total Client Assets · $1,138,392 · $1,024,467 · 11% · $1,083,821 · 5%8-K filed 2025-10-30 |
| Mar 31, 2025 | $1.02T | AWM Total Client Assets · $1,148,514 · $1,022,520 · 12% · $1,165,367 · (1)%8-K filed 2026-04-23 |
| Dec 31, 2024 | $1.03T | AWM Total Client Assets · $1,165,367 · $1,028,943 · 13% · $1,138,392 · 2%8-K filed 2026-01-29 |
Adjusted operating net revenue per advisor (TTM)
$1.24M at Sep 30, 2026
The filings read for this page do not define this measure.
| Period ended | Figure | Filing text |
|---|---|---|
| Sep 30, 2026 | $1.24M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,240 · $1,093 · 13%8-K filed 2026-10-29 |
| Jun 30, 2026 | $1.2M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,203 · $1,070 · 12%8-K filed 2026-07-23 |
| Mar 31, 2026 | $1.16M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,160 · $1,056 · 10%8-K filed 2026-04-23 |
| Dec 31, 2025 | $1.12M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,122 · $1,037 · 8%8-K filed 2026-01-29 |
| Sep 30, 2025 | $1.09M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,093 · $997 · 10%8-K filed 2025-10-30 |
| Jun 30, 2025 | $1.07M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,203 · $1,070 · 12%8-K filed 2026-07-23 |
| Mar 31, 2025 | $1.06M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,160 · $1,056 · 10%8-K filed 2026-04-23 |
| Dec 31, 2024 | $1.04M | Adjusted operating net revenue per advisor (TTM in thousands) · $1,122 · $1,037 · 8%8-K filed 2026-01-29 |
Reading notes
Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.
This page shows the latest 8 periods of each metric.