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Best financial advisors in West Point, NE

Registered advisers within 25 miles of West Point, NE.

Offices
10
Firms
8
Combined AUM
$2.91T
Firm-wide filings, not assets booked only here
Clients
505K
504,546 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERITAS ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Investors

Marcus Evan Walton
SHAWN MICHAEL MACKEN
NATHANIAL MARTIN PHILLIPS
Austin Reed Havranek
MATTHEW JOSEPH LAWLER
Michael Vern Bailey
Natalie R Stratman
Michaela Marie Lammers
Isaac Deichmann
Ty David Erwin
DANIEL DEAN MARTIN
RAYMOND EDWARD WELSH
Andrew Carl Welsh
Jeremy Michael Borchers

Within 25 miles of West Point, NE, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $2.91T in combined regulatory AUM across 504,546 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 West Point

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 237 advisers $30.5B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM