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Best financial advisors in Bellevue, NE

Registered advisers within 25 miles of Bellevue, NE.

Offices
429
Firms
161
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,201 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PRODIGY ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST NATIONAL ADVISERS, LLC
UBS FINANCIAL SERVICES INC.
SMART WEALTH, LLC
MARINER
EAGLE STRATEGIES LLC
MARINER INSTITUTIONAL, LLC

Investors

ARON DAVID HUDDLESTON
Cathleen Marie Morrison
Amber Marie Terry
Johnny Carlisle
JOSHUA JOHN CANTRELL
RACHEL Ayame Lahela BIEVER
Andrew J Wegner
ANDREW CAPIN ROBINSON
JOHN T BELFORD
DWIGHT MAURICE FROST
Eric Grossjung
EDWARD JOSEPH MILITTI
DAVE R DUNHAM
MATTHEW JOHN SHALHOOB
T JASON HILLYARD
TIMOTHY R BASTIAN
KEVIN MICHAEL WELSH
NICOLE RENEE CLARK
STEVEN PAUL HENDRICKSON
CARROLL MARIE HACKER
DAWN MICHELE DRIES
PATRICK ANTONIO FRIESEN
AMY ELIZABETH RIGGS
MARK ROBERT YOSTEN
CHRISTINA L LARGE
Chase Richard Pflueger
BRETT M CARVER
CORY JAMES EPSTEIN
Timothy John Zielinski
MATTHEW EDWARD EWIN
ANDREW WILLIAM REHMANN
JAMES BEAU ROBINSON
GARRETT J FROST
Jennifer A Kortright
Amy S Fritch
Mark T Belford
Robert Jeffrey Forrest
Joseph Alan Finelli
Adam B Hess
Andres J Peck
Brandon T Miller
William C Koll
Maxwell Dunham
JUSTIN M HUMPHREY
ALVIN R ZACH
DAWN LANETTE BONACCI
BRADLEY A HESS
ANDY J JACOBITZ
LEONA BESS MITCHELL
STEWART CHURCHILL HARTMAN
JENNIFER JOAN ANDERSON
JILL M YOUNG
Alexander C Otte
Jeffrey Dolejs
Nicholas Joseph Nalbach
Andrew C Fox
EDWARD JOSEPH MILITTI
JOHN ALAN DAHIR
WILLIAM JAMES CARVER
JOHN PATRICK WRIGHT
ROBERT H O'NEIL
RYAN ANDREW MIKLUSCAK
ROBERT MARK BRIGHAM
DIANE KAY HAND
EDWARD JOSEPH BREZENSKI
KEVIN ROBERT LOBERG
Jon Lee Schuetz
GARY THOMAS HESS
THOMAS DALE COOK
JEFFREY SHANE SIETSTRA
TAYLOR LYNN CLEVELAND
CHRISTOPHER RYAN ALLRED
SCOTT JOSEPH LICKTEIG
THOMAS JAMES MCDONALD
Penny Kreikemeier
Brent Robert Connelly
Ryan Johnson
Marty Hodge
Michael Christopher Croker
Christopher Haas
Adam Jacob Andresen
Kristine Marie Callahan
PHILIP JAMES RUDEN
MICHAEL JOHN EGLSEDER
TODD RAYMOND TRAUTMAN
Madeleine Elena Jesse
Arnaldo Jose Ovalles Dominguez
BENNETT RYAN FOGARTY
CHRISTOPHER R KNUST
SCOTT CHARLES PRAI
SHARON LEE HYER
BRET DOUGLAS SALOMON
Lynn B Nepple
JUSTIN MICHAEL BOSTIC
Matthew A Peterson
DAVID MICHAEL CASTEEL
STEPHANIE A DANKS
Valerie Jeanelle Newman
DEBRA SUE ALVARADO
Brent Kelley
MICHAEL JUDE WINCEK
JAMES LESLIE PEKELDER
DAVID LEE PIMPER
RICHARD ALVIN ENGELMANN
LAURA BETH O'CONNOR
Michelle L Smithberg
TODD CHARLES SILLIMAN
CRAIG MICHAEL SALL
BRETT MICHAEL BADALUCCO
STACY ALAN AUMAN
Reyn Goro Watanabe
Daniel Edward Witt
DAVID HAROLD CRAFT
DIANA MARIE WHITMAN
ANTHONY RYAN ESSAY
ALISSA LEIGH DEHL
Mark Palmesano
Andrew Virgil Frahm
Christie Hoffer
Scott Summers
Maxwell Thomas Behnfield
THOMAS SCOTT WOODWARD
Michael David Smith
ANDREW BRANDT BRADSHAW
CHANCE LLOYD PIERCE
ELIZABETH LEANN STIENEKE
Christopher Robert Ruggiero
JEREMY JOHN SIRAGUSA
MINDY COSTAR WAYMAN
Seth Tyler Fletcher
JONATHAN SLOAN KENDALL
MARK WILLIAM KERSENBROCK
DAVID ANDREW BROOKS
Sean Patrick Swanson
SCOTT STEPHEN AREHART
Jacob John Orand
Jeremy Jordan Love Shamblen
MICHAEL LEE SCHUDEL
Bradley P Starken
Treshon Anthony Ingram
Alexander Joseph Murray
Dawson James Emond
Jon Dallas Murray
Riley Michelle Vigil
Grant Michael Behne-Ryan
Ian Michael Swanson
JOSHUA Turner CHEATLE
Paul Michael Ferguson
Blake Neil Grimm
LOUIS RUTHERFORD BROOKS
Taylor Edward Anderson
Karver Lee Miller
NATHAN NEAL THOMAS
RENEE ANNE BRABB
LAURISA ANN RICHTER
DIANE MARIE ADAMS
CHRISTOPHER MICHAEL SCOTT
Katelin Michelle Luna
KELLEY MARIE TATREAU
JOHN D FOX
RYAN M HANEY
JAMIN S. HANSON
RYAN S. S HANSON
MICHELE ANN OTTO
TIMOTHY DONALD HAMMES
MICHELLE LYNN GOCHANOUR
NANCY MAE DOMENGE
CARMON J ERICKSON
CHARLIE JACOBSEN
SAMUEL PATTON SULLIVAN
MICHAEL SHANE TATREAU
Michael Beaulieu
Delni Jane Rasmussen
Jake Wilson
ERIC J BUTLER
CHRISTINE MARIE HARKENDORFF
CHRISTOPHER LOUIS TOTH
STEPHANIE C HOLMGREN
GRADY DOUGLAS BISHOP
JESSICA HITZFELD
Brian ALAN Schrader
James Frederick Largen
Michael Andrew Schoettmer
WILLIAM GORDON HUSETH
DAN ROBERT LINDSTROM
MARK DANIEL BRITTAN
JAMES J SUEY
Carter Damm
EDWARD JOSEPH MEEKINS
Alexander Michael Schultz
Tyler Christian Grubb
Logan James Zeisler
WILLIAM JOSEPH GAMBLIN
THOMAS MICHAEL KOZNEY
JENNIFER ANN POTMESIL
SEAN MATTHEW MEAGHER
Adam Albright
DANIEL ALLEN TUCKER
JAMES PAUL SIEMONSMA
THELMA LOUISE PICKERING
James Nicholas Boese
SCOTT ALLEN PFEIL
CURTIS JAY CHRISTENSEN
Tami Lynn Ledger
MICHAEL ANTHONY EGERMIER
MARK JEREMY EGERMIER
MARSHALL ANDREW EGERMIER
JACOB DEAN REHDER

Within 25 miles of Bellevue, NE, Best Investors lists 161 registered investment advisory firms with 429 offices nearby, managing about $13.9T in combined regulatory AUM across 3,194,201 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 Bellevue

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM