Best Investors Account Sign in

Best financial advisors in Max, NE

Registered advisers within 50 miles of Max, NE.

Offices
11
Firms
7
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
393K
393,347 clients when Item 5C has a number
Avg / client
$8.31M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERITAS ADVISORY SERVICES, LLC

Investors

PATRICK LEE MCNAIR
LARRY JOSEPH CAHOJ
Dustin Douglas Hartzer
RANDY CURTIS RICHTER
McKenzie Bivins
Sharleen Renee Riemenschneider
Garrett L Rippen
Stacy Robert Priebe
LESLIE ANN STRAMEL
AARON STEVEN BROZ
Chase David Shellberg
HERBERT MICHAEL MESSERSMITH

Within 50 miles of Max, NE, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $3.27T in combined regulatory AUM across 393,347 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 Max

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM