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Best financial advisors in Elsmere, NE

Registered advisers within 50 miles of Elsmere, NE.

Offices
5
Firms
4
Combined AUM
$387B
Firm-wide filings, not assets booked only here
Clients
125K
125,475 clients when Item 5C has a number
Avg / client
$3.08M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CPR INVESTMENTS INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

KIRK THOMAS PETERSON
JAMES RICHARD ARNHOLT
Leslie Michelle Riewe
TALIA RAE BENSON
BRUCE EDWIN JOHNSON

Within 50 miles of Elsmere, NE, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $387B in combined regulatory AUM across 125,475 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 Elsmere

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 CPR INVESTMENTS INC 25 advisers $239M AUM