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Best financial advisors in Washington, NE

Registered advisers within 25 miles of Washington, NE.

Offices
440
Firms
159
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,151 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

INTENTIONAL RETIREMENT, LLC
OSAIC WEALTH, INC.
EVERGREEN CAPITAL MANAGEMENT INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WESTCHESTER CAPITAL MANAGEMENT INC
PRAIRIE WEALTH ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAPTRUST
AMERICA FIRST INVESTMENT ADVISORS LLC
ALLEN CAPITAL GROUP, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AVANTAX PLANNING PARTNERS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

JOSEPH ROBERT HEARN
CHRISTOPHER PATRICK O'CONNELL
LAWRENCE SANFILIPPO
DUSTIN CARL FORMANACK
DOUGLAS T TSOKA
Trey Wilbeck
Ryan O'Connell
MATTHEW W MARYOTT
KRISTEN RAE KRATOCHVIL
KYLE JAMES CHARLES
JAKE JAMES SKALA
MICHAEL LEROY GREEN
DOUGLAS JOHN GEYER
MICHAEL ANTHONY EGERMIER
MARK JEREMY EGERMIER
MARSHALL ANDREW EGERMIER
JACOB DEAN REHDER
Maximilian Wilhelm Vogt
DONNA CHARLOTTE ERICKSON-NELSON
CINDY LOU CHRISTENSEN
Jacob Charles Bucher
Cort Delaney Bonner
PAULA K DEITERING
TIMOTHY DANIEL MCEWEN
Jon MICHAEL McGrew
Kimberly P Baker
Aaron James Homan
BROOKE ANN WIMES
TIM HOFFMAN
STEPHEN BARTLETT
RANDOLPH MCALPINE
BRETT STAUFFER
SCOTT JOSEPH HOWERTER
MICKEY MARTIN MCCONKEY
PHIL HALLORAN
NEAL LEE ROEHRS
MICHELLE HALLORAN
ERIC HOWERTER
STEPHEN LEE OLAFSON
DARREN C OBRECHT
MICHAEL DEAN KARSTENS
Andrew Joel Holloway
KATERINA MEDELSKA WIESE
MATTHEW JAMES HOLLOWAY
Stephen G Perry
BARRY WARD DUNAWAY
AMY LYNN BYRNE
TRAVIS JAMES PORTWOOD
PAMELA JEAN KORTH
RANDAL RAY KORTH
DANIEL SEAN CONROY
STEVEN EUGENE WILBUR
ERIC MICHAEL BALL
DANIEL CHRISTOPHER BEESON
JESSE DAVID BARGSTADT
GEORGE ALAN PAXTON
Daniel Jackson
CHRISTOPHER L CARDER
STEPHEN PAUL DOOLING
RICK ANDREW YOUNG
JEFFREY PATRICK HOFFMANN
FRANK NORMAN GOLDBERG
SCOTT ALLEN ROYAL
Taylor J Royal

Within 25 miles of Washington, NE, Best Investors lists 159 registered investment advisory firms with 440 offices nearby, managing about $13.8T in combined regulatory AUM across 3,194,151 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 Washington

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