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Best financial advisors in Dunlap, NE

Registered advisers within 50 miles of Dunlap, NE.

Offices
23
Firms
12
Combined AUM
$3.58T
Firm-wide filings, not assets booked only here
Clients
407K
407,486 clients when Item 5C has a number
Avg / client
$8.79M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WEALTH ADVISORS NETWORK, INC.
SANCTUARY ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ONEAMERICA SECURITIES, INC.
AVANTAX PLANNING PARTNERS, INC.

Investors

CYNDI R. RICHARDSON
JESSICA RENEE MANION
Charles Richard Otto
Josephine Ann Shelmadine
Morgan C Wills
Richard T Otto
GREGORY A POWELL
Maverick B. Churchill
Chad Lee Hobbs
Dail Dawn Eastman
JONATHAN STUART KLEAGER
CHRIS ERIC NELSON
Richard D Gifford
RYAN DANIEL WINDHORST
DANIEL WAYNE CHARRON
ROBERT CRAIG FINDLEY
Brandy Michael Reichert
Bobby Lea Schmid
BRADLEY GENE CHILDS
David R Tuzson
TALYA DINEEN SHELLITO
Joel Michael Barrett
Michael David Petko
Kristie Dawn Groskopf
TROY A. HERMAN
Kerry Lynn Bailey
Carly Moffett
JAMES RAY GARDNER
VINCENT TOMAS RYAN
BENJAMIN JAMES JACOBY

Within 50 miles of Dunlap, NE, Best Investors lists 12 registered investment advisory firms with 23 offices nearby, managing about $3.58T in combined regulatory AUM across 407,486 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 Dunlap

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 SANCTUARY ADVISORS, LLC 415 advisers $34.9B AUM