Best Investors Account Sign in

Best financial advisors in Winside, NE

Registered advisers within 25 miles of Winside, NE.

Offices
31
Firms
16
Combined AUM
$3.75T
Firm-wide filings, not assets booked only here
Clients
562K
562,393 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
LPL FINANCIAL LLC
THE WEALTH CONSULTING GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC

Investors

JEFFREY JAY JENSEN
JESSE THOMAS HINRICHS
KYLE S FUCHTMAN
RYAN BLAKE ANDERSON
TRAVIS DAVID RIGGERT
BRENDEN Michael OLSEN
JAMES T WAPELHORST
JACK HENRY ROTHER
PATRICIA LORRAINE LAMMLI
CHARLES GREGORY OLSEN
TERRY JOSEPH HEIMES
Spencer Raymond Heying
BODEN DANIEL BIERMAN
Ethan Mortimer
ADAM D OLSON
Austin Lee Bruzek
CASEY R HERBOLSHEIMER
Carter R Herbolsheimer
JEFFRY JAY PHILLIPS
FRED WILLIAM SCHELLPEPER
LINDSAY JUNE SCHELLPEPER
JEFFERY JAMES JOHNSON
GARY AUSTIN KRUEGER
JILL JANINE OLSEN
MARK KENNETH LINVILLE
Ty David Erwin
Garrett Heine
RAYMOND EDWARD WELSH
Andrew Carl Welsh

Within 25 miles of Winside, NE, Best Investors lists 16 registered investment advisory firms with 31 offices nearby, managing about $3.75T in combined regulatory AUM across 562,393 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 Winside

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM