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Best financial advisors in Bertrand, NE

Registered advisers within 25 miles of Bertrand, NE.

Offices
12
Firms
8
Combined AUM
$1.88T
Firm-wide filings, not assets booked only here
Clients
240K
240,195 clients when Item 5C has a number
Avg / client
$7.81M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTH MANAGEMENT
EDWARD JONES
STRATEGIC BLUEPRINT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
WEALTH ADVISORS NETWORK, INC.
LPL FINANCIAL LLC
AVANTAX PLANNING PARTNERS, INC.

Investors

TERRY THOMAS GALLOWAY
Matthew Ryan Simpson
Heather Ann Gray
Kayla Rehnberg
Holli L Rich
TERRY DOYLE BUSKIRK
Holly Olson
GRANT WADE ERICKSEN
JOSHUA FLOYD MURDOCH
MARLIN KENT JOHNSON
TRAVIS SCOTT MOOMEY
Robert R Speer
Daniel Lee Clark
Keenan Darrel Kremke
Garth Edward Mins

Within 25 miles of Bertrand, NE, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $1.88T in combined regulatory AUM across 240,195 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 Bertrand

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 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 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 6 WEALTH MANAGEMENT 45 advisers $3.71B AUM 7 STRATEGIC BLUEPRINT, LLC 125 clients · 45 advisers $2.54B AUM 8 WEALTH ADVISORS NETWORK, INC. 8 advisers $300M AUM