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Best financial advisors in Sholes, NE

Registered advisers within 25 miles of Sholes, NE.

Offices
16
Firms
8
Combined AUM
$3.59T
Firm-wide filings, not assets booked only here
Clients
469K
469,371 clients when Item 5C has a number
Avg / client
$7.64M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
D.H. HILL ADVISORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

MARK KENNETH LINVILLE
Garrett Heine
DAN J GARNER
MATTHEW DEAN DRESDEN
SHANE M BAACK
GEORGE FREDERICK PHELPS
Michael John Varley
RICTOR GEORGE WILSON
CRAIG MICHAEL FRANKLIN WALLING
JUSTIN ADAM DAVIS
SCOTT WILBUR RATH
RODNEY JAMES HUNKE
Kenneth Ray Marra
MARTINA Margit SWANSON
LUDWIN ALEXANDER BENITEZ
CASH B CAMPBELL
JORGE OSORIO
DANIEL KEVIN GOEKEN
JEB BRIAN NORDBY
CAMERON RICKY EISENHAUER
TYLER WILLIAM HEFNER
CHRISTIAN JEREMIAH OHL
BRIAN JOSEPH RECH
JASEN SCOTT BRAUN
James Paul Deichmann
JON ROBERT HANSEN
JESSE THOMAS HINRICHS
KYLE S FUCHTMAN
RYAN BLAKE ANDERSON
TRAVIS DAVID RIGGERT
BRENDEN Michael OLSEN
JAMES T WAPELHORST
JACK HENRY ROTHER
PATRICIA LORRAINE LAMMLI
CHARLES GREGORY OLSEN
TERRY JOSEPH HEIMES
Spencer Raymond Heying
BODEN DANIEL BIERMAN
Ethan Mortimer

Within 25 miles of Sholes, NE, Best Investors lists 8 registered investment advisory firms with 16 offices nearby, managing about $3.59T in combined regulatory AUM across 469,371 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 Sholes

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 D.H. HILL ADVISORS, INC. 19 advisers $226M AUM