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Best financial advisors in Obert, NE

Registered advisers within 25 miles of Obert, NE.

Offices
15
Firms
8
Combined AUM
$2.00T
Firm-wide filings, not assets booked only here
Clients
270K
269,599 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
RDA FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC

Investors

Thomas F Overby
Patrick Michael Higgins
GARY LEE SCHAAP
Garrett Heine
MATTHEW DEAN DRESDEN
CHAD DAVID ERICSON
JOHN J WEBER
PATRICK JOSEPH BERGER
STEVEN ROBERT BALLARD
Steven James Nelson
Michelle Renee Lessmann
Tyler James Erck
AUSTIN LEE JANSSEN
TIMOTHY WALTER VAN PEURSEM
TYLER JOSEPH KRUSE
JOSEPH DEAN KRUSE
Trever James Dodd

Within 25 miles of Obert, NE, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $2.00T in combined regulatory AUM across 269,599 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 Obert

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 RDA FINANCIAL NETWORK 17 advisers $675M AUM