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Best financial advisors in Shubert, NE

Registered advisers within 25 miles of Shubert, NE.

Offices
7
Firms
4
Combined AUM
$1.06T
Firm-wide filings, not assets booked only here
Clients
113K
112,851 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
INDEPENDENT FINANCIAL PARTNERS

Investors

Matthew Wayne Kirkendall
Adam R Morris
Darin Clement Davis
Matthew Louis Gall
Terri Jo Bishop
Amber Bletscher
Jeffrey Dean Russell
Kellen Russell
Andrew W Leonard

Within 25 miles of Shubert, NE, Best Investors lists 4 registered investment advisory firms with 7 offices nearby, managing about $1.06T in combined regulatory AUM across 112,851 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 Shubert

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 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 3 INDEPENDENT FINANCIAL PARTNERS 330 advisers $16.3B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM