Best financial advisors in Loomis, NE

Registered advisers within 25 miles of Loomis, NE.

Offices

23

Firms

14

Combined AUM

$2.90T

Firm-wide filings, not assets booked only here

Clients

395K

395,231 clients when Item 5C has a number

Avg / client

$7.33M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

417 Burlington St STE F
HOLDREGE, NE 68949-2179

EDWARD JONES

608 4TH AVE
HOLDREGE, NE 68949

EDWARD JONES

416 WEST AVENUE
HOLDREGE, NE 68949

STATE FARM INVESTMENT MANAGEMENT CORP.

711 4th Ave
Holdrege, NE 68949

STRATEGIC BLUEPRINT, LLC

321 West Avenue
HOLDREGE, NE 68949

PRINCIPAL SECURITIES, INC.

415 EAST AVE
HOLDREGE, NE 68949

WEALTH MANAGEMENT

309 Smith Avenue
Elwood, NE 68937

19.7 miles away

WEALTH ADVISORS NETWORK, INC.

500 N WASHINGTON DRAWER H
LEXINGTON, NE 68850

LPL FINANCIAL LLC

500 N WASHINGTON ST
LEXINGTON, NE 68850

AVANTAX PLANNING PARTNERS, INC.

115 W 6th Street
Lexington, NE 68850

22.1 miles away

EDWARD JONES

709 NORTH WASHINGTON STREET
LEXINGTON, NE 68850-1917

22.1 miles away

EDWARD JONES

1308 N Adams Suite #1
LEXINGTON, NE 68850

22.7 miles away

LPL FINANCIAL LLC

1110 17TH AVE
KEARNEY, NE 68845

23.7 miles away

EDWARD JONES

3715 29th Ave Suite A-1
Kearney, NE 68845-1317

23.9 miles away

OSAIC WEALTH, INC.

3715 29th AVE Suite B
Kearney, NE 68845

23.9 miles away

EDWARD JONES

3806 COUNTRY CLUB LN SUITE A
KEARNEY, NE 68845

24.1 miles away

STONEBRIDGE WEALTH SYSTEMS LLC

108 1ST AVENUE PLACE
KEARNEY, NE 68847

24.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

29 Camelot Way
Kearney, NE 68845

24.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

311 W 11th St
Kearney, NE 68845

24.4 miles away

CETERA INVESTMENT ADVISERS LLC

223 WEST 16TH STREET
KEARNEY, NE 68845

24.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

STRATEGIC BLUEPRINT, LLC

PRINCIPAL SECURITIES, INC.

WEALTH MANAGEMENT

WEALTH ADVISORS NETWORK, INC.

LPL FINANCIAL LLC

AVANTAX PLANNING PARTNERS, INC.

OSAIC WEALTH, INC.

STONEBRIDGE WEALTH SYSTEMS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

Investors

Matthew Ryan Simpson

Heather Ann Gray

TERRY DOYLE BUSKIRK

GRANT WADE ERICKSEN

JOSHUA FLOYD MURDOCH

TERRY THOMAS GALLOWAY

MARLIN KENT JOHNSON

TRAVIS SCOTT MOOMEY

Daniel Lee Clark

Keenan Darrel Kremke

Garth Edward Mins

Ryan Michael Krantz

DERRICK JORDAN CLEVENGER

Michelle Ann Seeba

Scott Andrew Nachtigal

Ian Michael Stratman

Aliisa Ann Criffield

TIMOTHY KEITH KULHANEK

John Eugene Ternus

Zachary Robert Vancas

STEVEN JAMES LIND

SCOTT LEE BAZATA

Within 25 miles of Loomis, NE, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $2.90T in combined regulatory AUM across 395,231 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 Loomis

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM