Top Wealth + Best-in-State + Barron's 100 · rank 1 · Hauppauge, New York · listed firm: Ameriprise Financial
Identity & firm
- Firm — Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC (high)
- “Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS® - Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Parent company — Ameriprise Financial (high)
- “Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Firm type — ibd_rep (medium)
- “JONATHAN SCOTT KUTTIN - Broker at AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- “Jonathan is the founding member of Kuttin Wealth Management: a private wealth advisory practice of Ameriprise Financial Services, Inc.” — firm_official
- Team name — Kuttin Wealth Management (high)
- “Kuttin Wealth Management - Hauppauge, NY: Ameriprise” — firm_official
- Team size — gap: conflict_unresolved
- CRD — 2519437 (high)
- “JONATHAN SCOTT KUTTIN - Broker at AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
- Years experience — 32 (medium)
- “32 Years of Experience” — firm_official
- Designations — other:CRPC, other:AAMS, other:AWMA, other:CMFC, other:CAS, other:CRPS, other:APMA (high)
- “CRPC™, AAMS®, AWMA®, CMFC™, CAS©, CRPS™, APMA®” — firm_official
Book of business
- Team AUM ($M) — 13300 (high)
- “Team Assets (Custodied): $13.3B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum Account Size for New Business: $250K” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $1-10M” — forbes_shook
- Client niche — generalist (medium)
- “By learning what's most important to you, we provide advice that is uniquely tailored to your goals and priorities.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “JONATHAN SCOTT KUTTIN - Broker at AMERIPRISE FINANCIAL SERVICES, LLC” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/kuttin-wealth-management/ (high)
- “Kuttin Wealth Management - Hauppauge, NY: Ameriprise” — firm_official
- Value proposition (verbatim) — With the right support, navigating financial goals can feel less complex. By learning what's most important to you, we provide advice that is uniquely tailored to your goals and priorities. (high)
- “With the right support, navigating financial goals can feel less complex. By learning what's most important to you, we provide advice that is uniquely tailored to your goals and priorities.” — firm_official
- Differentiators — Every day I deliver future-focused financial solutions that transform lives., Advice uniquely tailored to your goals and priorities, Ameriprise Private Wealth Advisor designation, 32 years of experience, Multi-office practice across several states (medium)
- “Every day I deliver future-focused financial solutions that transform lives.” — firm_official
- “By learning what's most important to you, we provide advice that is uniquely tailored to your goals and priorities.” — firm_official
- Content marketing — active (medium)
- “Monthly message series (e.g., "AI and the Future of Investing")” — firm_official
- Has podcast — yes (medium)
- “Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin” — social_or_third_party_db
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/jonathankuttin (high)
- “Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS® - Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS® - Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 250 Private Wealth Management Teams (2026), Barron's Hall of Fame Advisor, AdvisorHub Advisors to Watch (2026), Barron's Top 100 Financial Advisors (2026) (medium)
- “Barron's Top 250 Private Wealth Management Teams (2026)” — firm_official
- “AdvisorHub Advisors to Watch (2026)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “Professional branding; clean, corporate design; blue and white color scheme consistent with Ameriprise Financial” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Ameriprise corporate template: navy and white with gold CTA accents, clean sans-serif type, professional headshots and landscape hero photography. No team-specific mark. (medium)
- “Professional branding; clean, corporate design; blue and white color scheme consistent with Ameriprise Financial; professional headshots and landscape photography.” — firm_official