Best financial advisors in Monroe, NE

Registered advisers within 25 miles of Monroe, NE.

Offices

25

Firms

12

Combined AUM

$3.39T

Firm-wide filings, not assets booked only here

Clients

531K

530,786 clients when Item 5C has a number

Avg / client

$6.39M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

102 PINE ST
LINDSAY, NE 68644

12.9 miles away

LPL FINANCIAL LLC

4213 38TH ST STE 100
COLUMBUS, NE 68601

13.7 miles away

LPL FINANCIAL LLC

4215 23RD ST
COLUMBUS, NE 68601

14.1 miles away

LPL FINANCIAL LLC

4121 23RD STREET
COLUMBUS, NE 68601

14.1 miles away

EDWARD JONES

3919 25TH STREET SUITE B
COLUMBUS, NE 68601-2291

14.2 miles away

EDWARD JONES

3809 23RD ST SUITE 2
COLUMBUS, NE 68601-3045

14.3 miles away

COMMONWEALTH FINANCIAL NETWORK

3056 33rd Ave
Columbus, NE 68601

14.4 miles away

EDWARD JONES

2480 33RD AVENUE
COLUMBUS, NE 68601-2310

14.5 miles away

LPL FINANCIAL LLC

3225 23RD ST
COLUMBUS, NE 68601

14.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3220 19th St
Columbus, NE 68601

14.7 miles away

LPL FINANCIAL LLC

2254 26TH AVENUE
COLUMBUS, NE 68601

AMERITAS ADVISORY SERVICES, LLC

2359 26th Ave
Columbus, NE 68602

GENEOS WEALTH MANAGEMENT, INC.

1453 29TH AVE
Columbus, NE 68601

AMERIPRISE FINANCIAL SERVICES, LLC

2815 13TH ST
COLUMBUS, NE 68601-4918

15.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1464 27TH AVE
COLUMBUS, NE 68601

15.1 miles away

NWF ADVISORY SERVICES INC

2716 13TH STREET
Columbus, NE 68601

15.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2623 13th St
COLUMBUS, NE 68601

15.2 miles away

EDWARD JONES

2601 13TH STREET
COLUMBUS, NE 68601

15.2 miles away

OSAIC WEALTH, INC.

2360 PERSHING RD
COLUMBUS, NE 68601

15.3 miles away

MODERN ASSET MANAGEMENT LLC

1365 24TH AVENUE, SUITE 100
COLUMBUS, NE 68601-1065

15.3 miles away

Firms

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERITAS ADVISORY SERVICES, LLC

GENEOS WEALTH MANAGEMENT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

NWF ADVISORY SERVICES INC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

MODERN ASSET MANAGEMENT LLC

Investors

Blake Anthony Maly

Robert Fay Cruise

Linda Kay Price

AARON KENNETH KOSCH

Thomas Nelson Kratochvil

Ryan James Fehr

ROBERT WILLIAM IRBY

Bradley Robert Bertsch

Jackson W Bertsch

JOHN FRANCIS CONNEALY

ANNETTE MARIE ALT

AARON RONALD PROKOPEC

TIA MARIE BEREND

DIRK ALAN BARGEN

DANIEL GORDON MUSSACK

ROGER BROWN DEAL

Madelyn G Hogeland

SAMUEL JAMES HOGELAND

Dillon Scott Reinitz

Theresa Marie Wenske

TODD OWEN SANDER

MELANIE A KNOEPFLE

BRIAN PAUL KOZAK

RYAN SCOTT RUTH

Mitchell William Kuhlman

Kurt William Kuhlman

JORDAN JAMES OWENS

TYSON RAYMOND OWENS

DWAIN LEE OWENS

BRUCE EDWIN JOHNSON

JORDAN ALEXANDER MUELLER

Within 25 miles of Monroe, NE, Best Investors lists 12 registered investment advisory firms with 25 offices nearby, managing about $3.39T in combined regulatory AUM across 530,786 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 Monroe

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM