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Best financial advisors in Burwell, NE

Registered advisers within 50 miles of Burwell, NE.

Offices
11
Firms
8
Combined AUM
$1.90T
Firm-wide filings, not assets booked only here
Clients
336K
336,292 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
PROSPERITY CAPITAL ADVISORS
EAGLE STRATEGIES LLC
CPR INVESTMENTS INC

Investors

DENISE D WRAY
MILES WILLIAM GARWOOD
CONNOR THOMAS OSBORNE
CRAIG JOSEPH REISER
Adam Scott Cadwell
Randall James Hupp
Matthew S Hahn
Julie Regan
Michael Hedlund
Aaron Losing
JON D SCHMADERER
Benjamin Joseph Kaup
SCOTT VINCENT KAUP
Lindsay Cook
Janet Marie Loughran
Timothy Norman McCaslin
JAMES MICHAEL CLANG
JAMES RICHARD ARNHOLT

Within 50 miles of Burwell, NE, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $1.90T in combined regulatory AUM across 336,292 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 Burwell

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 PROSPERITY CAPITAL ADVISORS 299 clients · 107 advisers $4.39B AUM 7 CPR INVESTMENTS INC 25 advisers $239M AUM 8 MUTUAL OF OMAHA INVESTOR SERVICES, INC. 6,880 clients · 293 advisers $32.0M AUM