Top financial advisors in Grand Island, NE
We've curated a list of the best financial advisors in Grand Island, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $815,698,622 Number of advisors 43 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Grand Island, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Allen Capital Group, LLC
**Allen Capital Group, LLC Summary:** Established in July 2005, Allen Capital Group, LLC (ACG) is a Registered Investment Adviser firm based in Grand Island, NE. ACG specializes in offering Investment Management Programs, Financial Planning Services, Retirement Plan Advisory and Review Programs, Tax Preparation, Trust Services, and Estate Planning Services. ACG acts as a Fiduciary, prioritizing client needs and providing advice in their best interest. The firm manages $1,223,235,037 in assets under discretionary management and $222,099,932 under non-discretionary advisement. Clients can establish an Investment Management Program account with a recommended minimum investment of $50,000. ACG charges Management Fees up to 1.75% and a minimum Financial Planning Fee of $100. The firm uses discretionary trading authority for client accounts and may delegate management to other advisors. ACG's Investment Committee implements long-term investment strategies, primarily using fundamental analysis for stock selection. The firm discloses its brokerage practices with Charles Schwab & Co., providing various services and benefits. ACG's Privacy Policy ensures the protection of client information and restricts its disclosure. Clients are notified annually of the privacy policy and any updates. For further details, visit http://www.allencapgroup.com/ or contact 308-385-1500.
$815,698,622 under management
43 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Grand Island, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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