Best financial advisors in Shelton, NE

Registered advisers within 25 miles of Shelton, NE.

Offices

81

Firms

29

Combined AUM

$4.41T

Firm-wide filings, not assets booked only here

Clients

789K

788,963 clients when Item 5C has a number

Avg / client

$5.58M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

116 E 9th St.
Wood River, NE 68883

LPL FINANCIAL LLC

401 NORTH SMITH AVENUE
KENESAW, NE 68956

14.4 miles away

LPL FINANCIAL LLC

5402 N AVENUE
KEARNEY, NE 68847

17.4 miles away

WEALTHPLAN INVESTMENT MANAGEMENT LLC

109 E 52nd Street
Kearney, NE 68847

18.2 miles away

EDWARD JONES

5915 2nd Ave #10
Kearney, NE 68847-2489

18.2 miles away

AMERITAS ADVISORY SERVICES, LLC

404 E 25TH ST STE 6
KEARNEY, NE 68847

18.7 miles away

LPL FINANCIAL LLC

3615 2ND AVE, SUITE B
KEARNEY, NE 68847

18.7 miles away

EDWARD JONES

412 West 48th St Suite 18
Kearney, NE 68845

18.7 miles away

EQUITABLE ADVISORS, LLC

4111 4TH AVENUE STE 44
KEARNEY, NE 68845

18.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3320 2nd Ave
Kearney, NE 68847-2902

18.8 miles away

EDWARD JONES

4016 6th Ave
KEARNEY, NE 68845

18.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

4009 6th Ave Ste 28
Kearney, NE 68845

18.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2715 2nd Ave Ste C
Kearney, NE 68847

EDWARD JONES

22 WEST 23RD ST
KEARNEY, NE 68847

AMERITAS ADVISORY SERVICES, LLC

2202 CENTRAL AVE STE 8
KEARNEY, NE 68847

WELLS FARGO CLEARING SERVICES, LLC

21 W 21ST ST 2ND FL
KEARNEY, NE 68847

19.1 miles away

LPL FINANCIAL LLC

2217 1ST AVE
KEARNEY, NE 68847

19.1 miles away

OLDFATHER FINANCIAL SERVICES

2033 CENTRAL AVE
KEARNEY, NE 68847

19.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2223 2ND AVENUE
KEARNEY, NE 68848

19.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2222 2ND AVE
KEARNEY, NE 68848-0911

19.1 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

WEALTHPLAN INVESTMENT MANAGEMENT LLC

AMERITAS ADVISORY SERVICES, LLC

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

OLDFATHER FINANCIAL SERVICES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CHRIS RYAN STEWART

NEEL JOHN KEISER

Lathan Michael Ellis

AMY NICOLE BETTLES

EMILY SUZANNE JAMESON

RONALD LEE ECKLOFF

Drew David Wagner

Jared John Kruse

CARSON JOSEPH HEMMANN

MARK DEAN SWANSON

Gregory Francis Shea

BRIAN JOE URBAN

CORY DEAN KRUSE

Benjamin James Homan

Stephen Charles Homan

Ashley Joy Mostek

DAVID JERARD MICKELSON

KARA LYNN Berks

Charles Cunningham

Jaden Daniel Engen

KRISTINA M HOELTING

Jordan Anthony Krenik

TIFFANY MICHELE HARRISON

REGINA ROBLES-MARQUEZ

HUGO LONGORIA RIOS

LORI ANN GARTNER

MICHAEL DEAN WOODMAN

HAROLD JOSEPH GARDEN

PAUL JAMES DOWNEY

Kale Adren Gideon

CHAD Jacob KUEHL

Tristan James Crook

WILLIAM ALAN OLDFATHER

TROY ALLAN BROCKMEIER

TRAVIS MICHAEL STOECKER

Marisa Lee Sinclair

JOSEPH EDWARD STRAKA

Within 25 miles of Shelton, NE, Best Investors lists 29 registered investment advisory firms with 81 offices nearby, managing about $4.41T in combined regulatory AUM across 788,963 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 Shelton

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM