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Best financial advisors in Waterloo, NE

Registered advisers within 25 miles of Waterloo, NE.

Offices
434
Firms
162
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,163 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
VALMARK ADVISERS, INC.
J. W. COLE ADVISORS, INC.
ARNOLD WEITZ & CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
CLARK WEALTH STRATEGIES, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
WEALTH WATCH ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE CAPITAL
IAMS WEALTH MANAGEMENT, LLC
BELPOINTE ASSET MANAGEMENT LLC

Investors

Scott P Garvin
Lucas Dale Rogers
Brandon Daniel Dirkschneider
Cindy S Bojanski
JARED SCOT KNOBBE
Michael Lee Demers
ADAM JOHN BAILEY
RYAN SPENCER KRAUSS
TIFFANY LYNN POLIFKA
SCOTT PARKER MAYO
AMY L WEIDNER
Steven Matthew Kucirek
DOUGLAS ARTHUR THOMPSON
TYLER DONALD NEARY
BRYAN KEITH POIRIER
SHAWN WILLIAM JOHNSON
DAVID BROOK CLARK
Joseph Edward Vesey
Tyler Michael Clark
Isaiah N Olson
David Rasmussen
BENJAMIN ERIC KOLEY
Thomas VanDeventer
MARK ROBERT SCHERER
ROBERT JASON SPECK
BRADLEY JAMES KINGSBURY
Richard Todd Lipprand
Terrell James Gamble
Charles Richard Heuring
Zachary Thomas Reeg
David JOSEPH Ricchini
Michael Leroy Audi
Jordan Paff
JAMES HENRY BAUMANN
STEVEN HARVERD GREIG
DUNCAN CUYLER SMITH
Kristopher Alan Heig
JEREMY ORSON DOPP
KATHRYN LEWIN HADLEY
TADEO ESPINA HUBAHIB
NICHOLAS JAMES CARINI
Adam Michael Laffey
TEVIN MICHAEL GAMBLE
Michael Moulthrop
Chad Don Carlos
Matthew Dean Gill
Matthew Randal Latta
Michael Gregory Hansen
Tyler Joseph Prescott
Carter Schmitz
Shane Chase Russell
Christopher Aaron Conley
STEPHEN CHAD CLUBB
JONATHAN SETH MOORE
REID JEFFREY SIMPSON
Caleb Siegrist
ROBERT JAMES RICCI
PHILIP JUSTIN EICKHOFF
Wendell Bennett
Kevin Edward Rutledge
TANNER GERMAN
Samuel Cross Pimper
CORBY MITCHELL MASTALIR

Within 25 miles of Waterloo, NE, Best Investors lists 162 registered investment advisory firms with 434 offices nearby, managing about $13.8T in combined regulatory AUM across 3,194,163 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 Waterloo

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