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Best financial advisors in Bassett, NE

Registered advisers within 25 miles of Bassett, NE.

Offices
4
Firms
4
Combined AUM
$1.06T
Firm-wide filings, not assets booked only here
Clients
267K
266,559 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

CPR INVESTMENTS INC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PROSPERITY CAPITAL ADVISORS

Investors

JAMES RICHARD ARNHOLT
KIRK THOMAS PETERSON
JON D SCHMADERER
Benjamin Joseph Kaup
SCOTT VINCENT KAUP

Within 25 miles of Bassett, NE, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.06T in combined regulatory AUM across 266,559 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 Bassett

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

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 PROSPERITY CAPITAL ADVISORS 299 clients · 107 advisers $4.39B AUM 4 CPR INVESTMENTS INC 25 advisers $239M AUM