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Best financial advisors in Assumption, NE

Registered advisers within 25 miles of Assumption, NE.

Offices
48
Firms
20
Combined AUM
$4.08T
Firm-wide filings, not assets booked only here
Clients
509K
508,799 clients when Item 5C has a number
Avg / client
$8.02M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH ADVISORS NETWORK, INC.
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SKYLINE WEALTH MANAGEMENT
OSAIC WEALTH, INC.
CWM, LLC
INDEPENDENT FINANCIAL PARTNERS
PRINCIPAL SECURITIES, INC.

Investors

NEEL JOHN KEISER
Lathan Michael Ellis
Timothy Ian Schirmer
DANIEL E STRAMEL
TRACY LYNN KENNEDY
TAMMY MICHELLE HUBL
JEFFREY SCOTT ANDERSON
Patrick Timothy Dyer
SCOTT MICHAEL NORLEN
JONATHAN BRIAN GONIFAS
MALINDA LOU PARR
BRIAN JAMES STOCK
PATRICK ALLEN HERMANN
RICKY EUGENE NELSON
DALE BRANDEN ARRANTS
MICHAEL GEORGE LANDGREN
Andrew Lee Vonderfecht
Mark Thomas Stritt
Tami Ann Heinrichs
Nicole Marie George
Joshua J Yost
Leslie Jean Schroeder
Sarah Jane James
Judith Ann Nabower
Michael Thomas Tomlin
LANE MITCHELL BERNSTRAUCH
MATTHEW SCOTT JOHNSON
PRESTON J ENGLUND
Turner Tinant
Brady Lollman
Frank Edward Musalek
Bill Sabatka
CAMERON DAVID BREI
Philip Byron Nelson
Danyelle Carol Burns

Within 25 miles of Assumption, NE, Best Investors lists 20 registered investment advisory firms with 48 offices nearby, managing about $4.08T in combined regulatory AUM across 508,799 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 Assumption

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 CWM, LLC 248 clients · 642 advisers $50.6B AUM