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Best financial advisors in La Vista, NE

Registered advisers within 25 miles of La Vista, NE.

Offices
428
Firms
161
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.20M
3,195,151 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

SANCTUARY ADVISORS, LLC
FINANCIAL DESIGN GROUP, LLC
AVIOR WEALTH MANAGEMENT, LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
PFLUG KOORY, LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
VOGEL WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CARLSON WEALTH, LLC
TECKMEYER FINANCIAL SERVICES, L.L.C.

Investors

Ashley Buchanan
BRIAN TIMOTHY FARRIS
CHRISTOPHER BRIAN FARRIS
JEREMY MICHAEL PALENSKY
STEVEN RICHARD RYHERD
BRYAN LEROY HOLEN
Josh Mikus
DAVID RANDALL GUTTERY
JAMES RAYMOND CHRISTENSEN
Aaron Becker
Mark Newton Scott
Jeremy Richard Girard
MARK ALAN BLOOMER
LAURA NICOLE WHITE
MICHAEL FREDERICK LAWLESS
BRIAN JAY FRUEND
THOMAS FREDERICK PFLUG
MARCIA ANN KOORY
Stewart Lee Havranek
Michael Elgin Lemon
PHILLIP GERARD VOGEL
Matthew Neel McWilliams
JOHN CHRISTOPHER KELLY
COLIN MICHAEL KRAMER
MISTY M. NEWMAN
DANIEL MURRAY SHULTZ
Wyatt James Webster
KEVYN PAUL SOPINSKI
KYLE DANIEL RYAN
CURTIS LEROY HARRINGTON
CARL S EBERSPACHER
MARK DAVID SAFERSTEIN
DARRELL LYNN MARQUARDT
WILLIAM OLSEN NELSON
Lacey Brown
MICHAEL SCOTT CARLSON
JOEL BRIAN HIETBRINK
MICHAEL ANDREW KRAUSE
Grant Stephen Teckmeyer
SCOTT CHARLES TAYLOR
THOMAS NEIL TECKMEYER
James Kent Goodman
Dylan Goodman

Within 25 miles of La Vista, NE, Best Investors lists 161 registered investment advisory firms with 428 offices nearby, managing about $13.8T in combined regulatory AUM across 3,195,151 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 La Vista

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