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Used under license.Pro tips If you want to make sure you aren’t O-I-H-O: Award is not indicative of future performance or representative of any one client’s experience. Ameriprise did not pay a fee to be evaluated for this list but did pay a fee to cite the results. Kiplinger determined the overall winner in each category by identifying the provider with the highest total score of all criteria. Respondents selected the wealth management company they used most frequently, and then rated that provider on a ten-point scale in four criteria: likelihood to recommend to others, overall satisfaction, trustworthiness of the firm's advisors and quality of financial advice.

Kiplinger received more than 2,600 total completed surveys - 725 of which answered the questions pertaining to the Wealth Management category.

1 Kiplinger readers were invited to take the 2023 Readers' Choice Awards survey on from Feb.

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