Kuttin Wealth Management
Kuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, founded in 1994 and serving high-net-worth individuals with financial planning, investment management, and retirement advice across 48 US office locations.
- Company typePrivate
- Founded1994
- HeadquartersHauppauge, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Kuttin Wealth Management does
Kuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, founded in 1994 and headquartered in Hauppauge, NY. The firm delivers personalized financial planning, investment management, retirement planning, and wealth preservation services to high-net-worth individuals. Its core deliverable is advisor-led wealth advice delivered through a distributed team model across 48 office locations spanning 20+ US states, supported by Ameriprise platform technology, digital financial tools, and a multi-channel marketing program (webinars, email newsletters, social, referrals).
The practice is led by founder Jonathan Kuttin and a bench of ten advisors recognized on the 2026 Forbes Best-in-State Wealth Advisors list. The firm operates on fee-based and/or commission-based compensation tied to client assets; following a December 2025 recruiting event, the team manages nearly $300 million in client assets. Service distribution is conducted through Ameriprise's national field-sales network, website-based consultation requests, and a client referral program. Supporting marketing includes educational webinar series on topics such as AI and investing, college planning, and family/estate planning.
The underlying technology stack is provided primarily by Ameriprise Financial rather than built internally, encompassing compliance, custodial, planning, and digital client tools. The practice's defensible attributes are its advisor bench, multi-state geographic reach through Ameriprise, brand recognition from Barron's and Forbes rankings, and a 4.6/5 client satisfaction rating across 511 reviews. Revenue mechanics depend on Ameriprise payout economics on AUM-based fees, with no public revenue disclosure.
Kuttin Wealth Management firmographics
Firmographics- Name
- Kuttin Wealth Management
- Legal name
- Kuttin Wealth Management
- Website
- https://kuttinwealthmanagement.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Kuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, founded in 1994 and serving high-net-worth individuals with financial planning, investment management, and retirement advice across 48 US office locations.
- Ownership category
- akta.pro rank
Kuttin Wealth Management industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
Keywords
Where Kuttin Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Hauppauge
- HQ country
- United States
- HQ region
- North America
Offices55 records
Markets served
Kuttin Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Financial Advisory Services: Wealth management and financial advisory services generating revenue through fee-based and/or commission-based compensation for managing client assets. The practice manages nearly $300 million in client assets.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary initial consultation offered |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Kuttin Wealth Management product offering
Product offeringCore offering
Kuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, providing personalized financial advice and wealth management services to high-net-worth individuals across the United States. Founded in 1994, the practice delivers financial planning, investment management, retirement planning, and wealth preservation strategies through a team of Forbes-recognized advisors.
Product overview
Kuttin Wealth Management is a private wealth advisory practice operating as a franchise of Ameriprise Financial Services, LLC. The firm offers personalized financial advice tailored to individual client goals and priorities. Services include financial planning, investment management, retirement planning, and access to Ameriprise's digital financial tools and resources. The practice operates across multiple U.S. office locations and provides client-facing tools such as financial calculators, videos and downloads, and market/economic insights.
Differentiator
Problem solved
Functional benefit
Products and services
- Personalized Financial Advice and Wealth Management
- Investment Management
- Retirement Planning
- Wealth Preservation Strategies
- Financial Planning
Quantifiable outcome
- Client satisfaction rating of 4.6/5 based on 511 reviews
- +1 more outcomes
Companies that use Kuttin Wealth Management
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles1 record
Kuttin Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Kuttin Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Ameriprise FinancialcoreKuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, distributing financial advisory services through Ameriprise's platform, technology, resources, and national network. The practice leverages Ameriprise's brand, tools, and infrastructure to serve high-net-worth clients.
Scale indicators3 records
Recent moves4 records
Expansion highlights5 records
Kuttin Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Commonwealth Financial Network: Independent broker-dealer supporting a network of HNW-focused wealth advisory practices with comparable service model, advisor recruiting dynamics, and target client base.
- UBS Financial Services: Global wealth manager whose US advisor channel is a direct competitor for HNW clients and a source of advisor recruits for Kuttin. Comparable service offering across investment management and financial planning.
- Cetera Financial Group: Independent broker-dealer network of wealth advisory practices targeting HNW clients; structurally and competitively similar to the Ameriprise network Kuttin operates within.
- Edward Jones: Large broker-dealer-affiliated wealth advisory with a similarly distributed branch network targeting mass-affluent and HNW clients. Edward Jones is one of the firms Kuttin actively recruits advisors from.
- Ameriprise Financial (parent / affiliated practices network): Kuttin is explicitly a private wealth advisory practice of Ameriprise Financial Services, LLC; the broader Ameriprise advisor network and its corporate parent are the most direct comparable in terms of product set, compliance platform, and target client.
- Merrill Lynch Wealth Management: Bank-affiliated wealth management division serving HNW clients with similar advisor-led model and national footprint. Competes for the same HNW segment and advisor talent pool.
- Raymond James Financial: Broker-dealer-affiliated wealth management firm with a large advisor network and similar HNW wealth advisory positioning. Operates a comparable franchise-style practice model.
Direct peers
- Focus Financial Partners: RIA consolidator that partners with HNW-focused wealth advisory firms; highly comparable business model around scaling advisor practices through shared infrastructure and roll-up growth.
- Mariner Wealth Advisors: Independent RIA serving HNW clients with multi-advisor team model, comprehensive financial planning, and national expansion via advisor recruiting — a close functional analog to Kuttin's practice model.
- Creative Planning: Large multi-advisor RIA offering comprehensive wealth management to HNW clients; comparable in team-based advisor structure, fee-based revenue model, and breadth of financial planning services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Kuttin Wealth Management social profiles
Digital presenceKuttin Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kuttin Wealth Management leadership team
Management profileNumber of profiles
Profiles10 records
Kuttin Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kuttin Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kuttin Wealth Management
What does Kuttin Wealth Management do?
Kuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, providing personalized financial advice and wealth management services to high-net-worth individuals across the United States. Founded in 1994, the practice delivers financial planning, investment management, retirement planning, and wealth preservation strategies through a team of Forbes-recognized advisors.
Is Kuttin Wealth Management a public or private company?
Kuttin Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was Kuttin Wealth Management founded?
Kuttin Wealth Management was founded in 1994. It employs 101 to 250 people.
Where is Kuttin Wealth Management based?
Kuttin Wealth Management is headquartered in Hauppauge, United States, in the North America region.
How does Kuttin Wealth Management make money?
One revenue line is on record: financial Advisory Services.
Who are Kuttin Wealth Management's main competitors?
Broad incumbents on record are Commonwealth Financial Network, UBS Financial Services, Cetera Financial Group, Edward Jones, Ameriprise Financial (parent / affiliated practices network), Merrill Lynch Wealth Management and Raymond James Financial. Direct peers are Focus Financial Partners, Mariner Wealth Advisors and Creative Planning.
Does Kuttin Wealth Management have an API?
No public API is recorded for Kuttin Wealth Management.
What industry is Kuttin Wealth Management in?
Kuttin Wealth Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.