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Best financial advisors in Bucktail, NE

Registered advisers within 25 miles of Bucktail, NE.

Offices
7
Firms
6
Combined AUM
$2.48T
Firm-wide filings, not assets booked only here
Clients
385K
384,703 clients when Item 5C has a number
Avg / client
$6.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALLEN CAPITAL GROUP, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
OSAIC WEALTH, INC.

Investors

BRETT JAMES CIPPERLEY
Khara Lea Martinosky
Jacob Heath Hovendick
Michael C Tuttle
Sarah Lynn Havermann
SHEILA RAE JOHNSON
Morgan Jean Delezene
Brett Andrew Guth
SHANNON LEE MESSERSMITH

Within 25 miles of Bucktail, NE, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $2.48T in combined regulatory AUM across 384,703 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 Bucktail

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 ALLEN CAPITAL GROUP, LLC 50 clients · 24 advisers $1.50B AUM