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Best financial advisors in Dakota City, NE

Registered advisers within 25 miles of Dakota City, NE.

Offices
43
Firms
21
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
371K
370,574 clients when Item 5C has a number
Avg / client
$9.35M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CREATIVEONE SECURITIES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PECAUT WEALTH MANAGEMENT
BANKERS LIFE ADVISORY SERVICES, INC.
KRP FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DARREL EDWIN UTHOF
MYRAH M FAVORS
Tyler James Stoltze
MICHAEL G NASH
JODI LYNN LAMPRECHT
AMY HEATON
COLE HORACEK
MARY ALICE STERK
KELSEY LEIGH BANKEY
JULIANNE CHADWICK
KAREN LOUISE VAN DE STEEG
Thomas Richard Targonski
Zach D Girres
Brooke Haltli
TYLER JOSEPH KRUSE
JOSEPH DEAN KRUSE
Trever James Dodd
TIMOTHY WALTER VAN PEURSEM
Alyssa Renae Henneman
CHAD ELLIOT ROBINSON
CRAIG WILLIAM THARP
WILLIAM KENNETH GARVEY
DONNA J LEEKLEY-GARVEY
MICHAEL WILLIAM GALLAGHER
KEITH MICHAEL GENGLER
KEVIN MYRON GOTTO
JEFF ALAN BROWER
JOHN CHRISTIAN PECAUT
DANIEL SCOTT PECAUT
Alisha Lea McCarty
Megan King
AUSTIN LEE JANSSEN
HOWARD JOSEPH REINSCH
MICHAEL HOWARD PROSSER
Michelle Renee Lessmann
Tyler James Erck
STEVEN ROBERT BALLARD
Steven James Nelson

Within 25 miles of Dakota City, NE, Best Investors lists 21 registered investment advisory firms with 43 offices nearby, managing about $3.46T in combined regulatory AUM across 370,574 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 Dakota City

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM