Best financial advisors in Otoe, NE

Registered advisers within 25 miles of Otoe, NE.

Offices

17

Firms

10

Combined AUM

$2.86T

Firm-wide filings, not assets booked only here

Clients

474K

473,918 clients when Item 5C has a number

Avg / client

$6.03M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

555 THORNE STREET
SYRACUSE, NE 68446

LPL FINANCIAL LLC

320 5TH ST
SYRACUSE, NE 68446

STATE FARM INVESTMENT MANAGEMENT CORP.

210 W Eldora Ave
Weeping Water, NE 68463-4240

STATE FARM INVESTMENT MANAGEMENT CORP.

1209 Central Ave
Nebraska City, NE 68410

12.9 miles away

OSAIC WEALTH, INC.

920 CENTRAL AVE
NEBRASKA CITY, NE 68410

LPL FINANCIAL LLC

803 CENTRAL AVE
NEBRASKA CITY, NE 68410

13.1 miles away

EDWARD JONES

613 CENTRAL AVENUE
NEBRASKA CITY, NE 68410

13.2 miles away

COMMONWEALTH FINANCIAL NETWORK

601 Central Avenue Suite 102
Nebraska City, NE 68410

13.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1720 S 11th Street
Nebraska City, NE 68410

13.3 miles away

LPL FINANCIAL LLC

211 ROCK BLUFF ROAD.
PLATTSMOUTH, NE 68048

16.7 miles away

LEIBMAN FINANCIAL SERVCES, INC.

228 MAIN STREET
LOUISVILLE, NE 68037

18.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

104 North Main St. #2
Louisville, NE 68037

19.1 miles away

EDWARD JONES

2380 WEST 8TH AVENUE, SUITE 5
PLATTSMOUTH, NE 68048

STATE FARM INVESTMENT MANAGEMENT CORP.

2380 8th Ave Ste 6
Plattsmouth, NE 68048

21.1 miles away

EDWARD JONES

341 MAIN
PLATTSMOUTH, NE 68048

22.1 miles away

PFS INVESTMENTS INC.

2822 NORTHRIDGE DR STE B
SIDNEY, IA 51652

23.4 miles away

COMMONWEALTH FINANCIAL NETWORK

806 Illinois Street
Sidney, IA 51652

23.4 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LEIBMAN FINANCIAL SERVCES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PFS INVESTMENTS INC.

Investors

Crystal Marie Neihoff

JAY KEITH SVEHLA

BRIAN MICHAEL GROSS

Eric James Ford

JEREMIAH DAVID MUMM

MICHAEL DEAN BORNS

DAVID LEE PEASE

Tylar S Tierney

JOHN CHARLES HOGELAND

C. SCOTT VANDERVEEN

REX JOSEPH GORACKE

KIEL AMBROSE VANDERVEEN

COLE WALTER SHARP

CHARLES EARL TRAUGER

WILLIAM DANIEL GARVER

CAITLIN CLAIR LEIBMAN

Whitney Elizabeth Engle

GREGORY G LEIBMAN

MARK EDWARD LEIBMAN

Bradley Joseph Ksiazek

Michael A. Schuldt

REBECCA SUE FEGAN

TRAVIS MICHAEL HENSLEY

RONALD SCOTT PAYNE

BRETT JOHN BENGFORD

CHRISTOPHER JAMES JOHNSON

Within 25 miles of Otoe, NE, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $2.86T in combined regulatory AUM across 473,918 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 Otoe

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM