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Best financial advisors in Bancroft, NE

Registered advisers within 25 miles of Bancroft, NE.

Offices
8
Firms
6
Combined AUM
$2.86T
Firm-wide filings, not assets booked only here
Clients
503K
503,460 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

RAYMOND EDWARD WELSH
Andrew Carl Welsh
MATTHEW JOSEPH LAWLER
NATHANIAL MARTIN PHILLIPS
Marcus Evan Walton
SHAWN MICHAEL MACKEN
Austin Reed Havranek
Michael Vern Bailey
Natalie R Stratman
Michaela Marie Lammers
Isaac Deichmann
Ty David Erwin

Within 25 miles of Bancroft, NE, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.86T in combined regulatory AUM across 503,460 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 Bancroft

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM