SEC-registered investment advisers in Norfolk
2 SEC-registered investment advisers are headquartered in Norfolk, NE, with $4.57B in combined regulatory assets under management. 1 is a financial advisor firm; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 2
- Investment advisers
- $4.57B
- Combined regulatory AUM
- 1
- Financial advisor firms
All 2 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Wealth Management Nebraska | Retirement plans | $3.71B |
| McMill Wealth | RIA | $862M |
- Type
- Retirement plans
McMill Wealth$862M
- Type
- RIA
Norfolk at a glance
Advisers headquartered here, by type
2
advisers
- Financial advisor firms (RIAs)$862M regulatory AUM1 (50%)
- Institutional managers$3.71B regulatory AUM1 (50%)