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Best financial advisors in Oakland, NE

Registered advisers within 25 miles of Oakland, NE.

Offices
11
Firms
8
Combined AUM
$3.01T
Firm-wide filings, not assets booked only here
Clients
573K
573,075 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT ADVISOR NETWORK, LLC

Investors

Michaela Marie Lammers
Isaac Deichmann
Austin Reed Havranek
Michael Vern Bailey
Natalie R Stratman
NATHANIAL MARTIN PHILLIPS
MATTHEW JOSEPH LAWLER
Marcus Evan Walton
SHAWN MICHAEL MACKEN
RAYMOND EDWARD WELSH
Andrew Carl Welsh
Ty David Erwin
MICHAEL TODD OETKEN
Courtney Ann Lesiak
Dustin Reed Everitt
Garrett Poland
Kyle Lechtenberg

Within 25 miles of Oakland, NE, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $3.01T in combined regulatory AUM across 573,075 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 Oakland

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 THRIVENT ADVISOR NETWORK, LLC 800 clients · 134 advisers $6.84B AUM