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Best financial advisors in Alma, NE

Registered advisers within 25 miles of Alma, NE.

Offices
8
Firms
5
Combined AUM
$1.08T
Firm-wide filings, not assets booked only here
Clients
37.3K
37,255 clients when Item 5C has a number
Avg / client
$28.9M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
STRATEGIC BLUEPRINT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PRINCIPAL SECURITIES, INC.

Investors

TRAVIS K SKILES
TERRY DOYLE BUSKIRK
Holly Olson
Kayla Rehnberg
GRANT WADE ERICKSEN
JOSHUA FLOYD MURDOCH
Holli L Rich
Matthew Ryan Simpson
Heather Ann Gray
KIMBERLY LYNN SNAVELY

Within 25 miles of Alma, NE, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.08T in combined regulatory AUM across 37,255 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 Alma

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 3 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 STRATEGIC BLUEPRINT, LLC 125 clients · 45 advisers $2.54B AUM