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Best financial advisors in Omaha, NE

Registered advisers within 25 miles of Omaha, NE.

Offices
561
Firms
218
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.53M
3,530,152 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
SANCTUARY ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Matthew Knier
Paul Ganow
Ayden Vay Kenkel
Justin Baird
Mandy Jo Hoeschen
DAVID LYNN NELSON
ERIK MICHAEL WIESE
JOHN CHRISTOPHER KELLY
COLIN MICHAEL KRAMER
MISTY M. NEWMAN
DANIEL MURRAY SHULTZ
Wyatt James Webster
KEVYN PAUL SOPINSKI
KYLE DANIEL RYAN
Matthew Neel McWilliams
Joshua Augustus Sapp
PAUL ALAN FOLKERS
Stephen Abels
Kevin James Schmidt
Kari Lynn Wolfe
Omar Eucline Nurse
JOEL M DIGHANS
Jessica Culbert
Grant Gotschall
Shannon Lee Tabor
Rachel Lin Witt
MATTHEW RICCHINI
Ashley Buchanan
Erin Dillon-Pasillas
EDUARDO ESTRADA
Kelsey McEowen
Matthew James Burton
Miriam Garcia
Hilda Margarita Morales
JOHN ALBERT BARRIENTOS
Ryan Earith
Kyle Anthony Green
KOMLAN AGBENYIGAN AFLAGAH

Within 25 miles of Omaha, NE, Best Investors lists 218 registered investment advisory firms with 561 offices nearby, managing about $18.1T in combined regulatory AUM across 3,530,152 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 Omaha

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM