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Best financial advisors in Allen, NE

Registered advisers within 25 miles of Allen, NE.

Offices
41
Firms
20
Combined AUM
$4.26T
Firm-wide filings, not assets booked only here
Clients
561K
561,162 clients when Item 5C has a number
Avg / client
$7.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
D.H. HILL ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
PRINCIPAL SECURITIES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Kenneth Ray Marra
MARTINA Margit SWANSON
SHANE M BAACK
RODNEY JAMES HUNKE
Michael John Varley
GEORGE FREDERICK PHELPS
CRAIG MICHAEL FRANKLIN WALLING
JUSTIN ADAM DAVIS
SCOTT WILBUR RATH
RICTOR GEORGE WILSON
Garrett Heine
Michelle Renee Lessmann
Tyler James Erck
STEVEN ROBERT BALLARD
Steven James Nelson
AUSTIN LEE JANSSEN
TIMOTHY WALTER VAN PEURSEM
PATRICK JOSEPH BERGER
JOHN J WEBER
TYLER JOSEPH KRUSE
JOSEPH DEAN KRUSE
Trever James Dodd
JODI LYNN LAMPRECHT
AMY HEATON
COLE HORACEK
MARY ALICE STERK
KELSEY LEIGH BANKEY
JULIANNE CHADWICK
KAREN LOUISE VAN DE STEEG
MYRAH M FAVORS
DARREL EDWIN UTHOF
ANDREW JAMES HANSEN

Within 25 miles of Allen, NE, Best Investors lists 20 registered investment advisory firms with 41 offices nearby, managing about $4.26T in combined regulatory AUM across 561,162 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Allen

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM