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Best financial advisors in Purdum, NE

Registered advisers within 50 miles of Purdum, NE.

Offices
3
Firms
3
Combined AUM
$235B
Firm-wide filings, not assets booked only here
Clients
56.7K
56,664 clients when Item 5C has a number
Avg / client
$4.15M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
ECHO FINANCIAL LLC
CPR INVESTMENTS INC

Investors

KIRK THOMAS PETERSON
JAMES RICHARD ARNHOLT

Within 50 miles of Purdum, NE, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $235B in combined regulatory AUM across 56,664 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 Purdum

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 CPR INVESTMENTS INC 25 advisers $239M AUM 3 ECHO FINANCIAL LLC 4 clients · 1 advisers $3.40M AUM