AdvisorGrade

Registered investment advisers in Nebraska

70 firms in Nebraska representing $249.8B in assets under management, sourced from public SEC Form ADV filings.

Cities

Orion Portfolio Solutions, LLC

Omaha, NE · Est. 2000

National
Fee-based
AUM
$64.8B
Per adviser
$1.4B
Advisers
47

No reported disclosures

Cwm, LLC

Omaha, NE · Est. 2011

NationalInternational
Fee-based
AUM
$50.6B
Per adviser
$107M
Advisers
472

No reported disclosures

Ameritas Investment Partners, INC.

Lincoln, NE · Est. 1998

Regional
Fee-based
AUM
$29.0B
Per adviser
$879M
Advisers
33

No reported disclosures

Ameritas Advisory Services, LLC

Lincoln, NE · Est. 1998

National
Fee-based
AUM
$13.7B
Per adviser
$38M
Advisers
366

Bridges Investment Management INC

Omaha, NE · Est. 1999

RegionalInternational
Fee-based
AUM
$11.3B
Per adviser
$377M
Advisers
30

No reported disclosures

Mutual Advisors, LLC

Omaha, NE · Est. 2013

NationalInternational
Fee-based
AUM
$8.5B
Per adviser
$54M
Advisers
158

No reported disclosures

Weitz Investment Management, INC.

Omaha, NE · Est. 1983

Regional
Fee-only
AUM
$8.1B
Per adviser
$622M
Advisers
13

No reported disclosures

First National Advisers, LLC

Omaha, NE · Est. 2015

Regional
Fee-only
AUM
$7.4B
Per adviser
$368M
Advisers
20

No reported disclosures

Avior Wealth Management, LLC

Omaha, NE · Est. 2008

RegionalInternational
Fee-based
AUM
$6.5B
Per adviser
$52M
Advisers
125

No reported disclosures

M-One Capital

Omaha, NE · Est. 2011

Regional
Fee-only
AUM
$3.8B
Per adviser
$135M
Advisers
28

No reported disclosures

Wealth Management

Norfolk, NE · Est. 2006

National
Fee-based
AUM
$3.7B
Per adviser
$76M
Advisers
49

Whitetail Rock Capital Management, LLC

Lincoln, NE · Est. 2011

Regional
Fee-only
AUM
$3.3B
Per adviser
$1.6B
Advisers
2

No reported disclosures

Lutz Financial

Omaha, NE · Est. 2003

Regional
Fee-based
AUM
$3.2B
Per adviser
$228M
Advisers
14

No reported disclosures

Pittenger & Anderson INC

Lincoln, NE · Est. 2000

Regional
Fee-only
AUM
$3.0B
Per adviser
$217M
Advisers
14

No reported disclosures

Private Wealth Asset Management

Omaha, NE · Est. 2021

Regional
Fee-based
AUM
$2.5B
Per adviser
$115M
Advisers
22

No reported disclosures

Prodigy Asset Management LLC

Omaha, NE · Est. 1993

Regional
Fee-only
AUM
$2.4B
Per adviser
$487M
Advisers
5

No reported disclosures

Wealthplan Investment Management LLC

Omaha, NE · Est. 2020

Regional
Fee-based
AUM
$2.2B
Per adviser
$156M
Advisers
14

No reported disclosures

Carson Group Investing

Omaha, NE · Est. 2018

Regional
Fee-only
AUM
$2.0B
Per adviser
$293M
Advisers
7

No reported disclosures

Tributary Capital Management, LLC

Omaha, NE · Est. 2001

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$146M
Advisers
13

No reported disclosures

Allen Capital Group, LLC

Grand Island, NE · Est. 2005

Regional
Fee-based
AUM
$1.5B
Per adviser
$72M
Advisers
21

No reported disclosures

Ironvine Capital Partners, LLC

Omaha, NE · Est. 2017

Local
Fee-only
AUM
$1.1B
Per adviser
$229M
Advisers
5

No reported disclosures

Wealthplan Partners

Omaha, NE · Est. 2019

Regional
Fee-based
AUM
$1.1B
Per adviser
$43M
Advisers
26

No reported disclosures

Mcmill Cpa And Advisors

Norfolk, NE · Est. 2005

Local
Fee-based
AUM
$862M
Per adviser
$39M
Advisers
22

No reported disclosures

Lincoln Capital, LLC

Lincoln, NE · Est. 2013

Local
Fee-based
AUM
$845M
Per adviser
$211M
Advisers
4

No reported disclosures

Bellwether Wealth

Lincoln, NE · Est. 2019

LocalInternational
Fee-based
AUM
$784M
Per adviser
$112M
Advisers
7

No reported disclosures

Professional Financial Advisors, LLC

North Platte, NE · Est. 2019

Regional
Fee-based
AUM
$770M
Per adviser
$110M
Advisers
7

No reported disclosures

The Magnolia Group, LLC

Omaha, NE · Est. 2014

Local
Fee-only
AUM
$711M
Per adviser
$355M
Advisers
2

No reported disclosures

Cambridge Advisors INC

Omaha, NE · Est. 1990

Local
Fee-based
AUM
$694M
Per adviser
$116M
Advisers
6

No reported disclosures

America First Investment Advisors LLC

Omaha, NE · Est. 1992

Local
Fee-only
AUM
$665M
Per adviser
$95M
Advisers
7

No reported disclosures

Smart Wealth, LLC

Omaha, NE · Est. 2021

Local
Fee-based
AUM
$632M
Per adviser
$37M
Advisers
17

No reported disclosures

Stevens Capital Partners

Omaha, NE · Est. 2022

Local
Fee-based
AUM
$601M
Per adviser
$60M
Advisers
10

No reported disclosures

Sequent Planning, LLC

Omaha, NE · Est. 2018

National
Fee-based
AUM
$589M
Per adviser
$8M
Advisers
76

No reported disclosures

Prairie Wealth Advisors, INC.

Omaha, NE · Est. 2012

Regional
Fee-based
AUM
$558M
Per adviser
$62M
Advisers
9

No reported disclosures

Westchester Capital Management INC

Omaha, NE · Est. 1986

Local
Fee-only
AUM
$556M
Per adviser
$185M
Advisers
3

No reported disclosures

Oldfather Financial Services

Kearney, NE · Est. 2025

Local
Fee-based
AUM
$556M
Per adviser
$139M
Advisers
4

No reported disclosures

Arkfeld Wealth Strategies, L.L.C.

Omaha, NE · Est. 2018

Local
Fee-based
AUM
$538M
Per adviser
$108M
Advisers
5

No reported disclosures

Flagstone Financial Management, LLC

Lincoln, NE · Est. 2016

Local
Fee-based
AUM
$468M
Per adviser
$94M
Advisers
5

No reported disclosures

First Nebraska Financial Services

North Platte, NE · Est. 2019

Local
Fee-only
AUM
$458M
Per adviser
$153M
Advisers
3

No reported disclosures

Arnold Weitz & Co

Elkhorn, NE · Est. 2009

Local
Fee-based
AUM
$438M
Per adviser
$219M
Advisers
2

No reported disclosures

Plan A Wealth, LLC

Lincoln, NE · Est. 2017

Local
Fee-based
AUM
$434M
Per adviser
$72M
Advisers
6

No reported disclosures

Lawson Kroeker Investment Management INC

Omaha, NE · Est. 1986

Local
Fee-only
AUM
$429M
Per adviser
$107M
Advisers
4

No reported disclosures

Iams Wealth Management, LLC

Omaha, NE · Est. 2017

National
Fee-based
AUM
$397M
Per adviser
$7M
Advisers
53

Morey & Quinn Wealth Partners

Omaha, NE · Est. 2024

LocalInternational
Fee-based
AUM
$373M
Per adviser
$124M
Advisers
3

No reported disclosures

Stonebridge Wealth Systems LLC

Kearney, NE · Est. 2023

Regional
Fee-based
AUM
$369M
Per adviser
$37M
Advisers
10

No reported disclosures

Pflug Koory, LLC

Omaha, NE · Est. 2000

Local
Fee-only
AUM
$347M
Per adviser
$173M
Advisers
2

No reported disclosures

Wealth Advisors Network, INC.

Hastings, NE · Est. 2017

Regional
Fee-only
AUM
$300M
Per adviser
$38M
Advisers
8

No reported disclosures

Cornerstone Financial Group,LLC

Omaha, NE · Est. 2025

Regional
Fee-based
AUM
$292M
Per adviser
$58M
Advisers
5

No reported disclosures

Hiley Hunt Wealth Management, INC.

Omaha, NE · Est. 2019

Local
Fee-based
AUM
$290M
Per adviser
$97M
Advisers
3

No reported disclosures

Hbe Wealth Management, LLC

Lincoln, NE · Est. 2020

Local
Fee-only
AUM
$277M
Per adviser
$55M
Advisers
5

No reported disclosures

Interalpen Partners, LLC

Omaha, NE · Est. 2025

LocalInternational
Fee-based
AUM
$274M
Per adviser
$39M
Advisers
7

No reported disclosures

Nabity-Jensen Investment Management, INC.

Omaha, NE · Est. 2020

Local
Fee-based
AUM
$258M
Per adviser
$129M
Advisers
2

No reported disclosures

Bazis Private Wealth, LLC

Omaha, NE · Est. 2016

LocalInternational
Fee-based
AUM
$244M
Per adviser
$61M
Advisers
4

No reported disclosures

Revolution Capital, LLC

Omaha, NE · Est. 2024

Local
Fee-based
AUM
$242M
Per adviser
$60M
Advisers
4

No reported disclosures

True Measure Wealth Management

Omaha, NE · Est. 2001

Local
Fee-based
AUM
$242M
Per adviser
$242M
Advisers
1

No reported disclosures

Keystone Financial Services, LLC

Omaha, NE · Est. 2021

Local
Fee-based
AUM
$240M
Per adviser
$34M
Advisers
7

No reported disclosures

R2 Wealth Management Partners

Lincoln, NE · Est. 2025

Local
Fee-based
AUM
$236M
Per adviser
$79M
Advisers
3

No reported disclosures

Capital Consulting & Asset Management

Lincoln, NE · Est. 1996

Local
Fee-only
AUM
$219M
Per adviser
$73M
Advisers
3

No reported disclosures

Blue Capital

Omaha, NE · Est. 2021

Local
Fee-based
AUM
$201M
Per adviser
$50M
Advisers
4

No reported disclosures

Panorama Point Partners, LLC

Omaha, NE · Est. 2015

LocalInternational
Fee-based
AUM
$178M
Per adviser
$25M
Advisers
7

No reported disclosures

Leibman Financial Servces, INC.

Louisville, NE · Est. 2022

Local
Fee-only
AUM
$173M
Per adviser
$43M
Advisers
4

No reported disclosures

Walnut Private Equity Partners, LLC

Omaha, NE · Est. 2013

Local
Fee-based
AUM
$173M
Per adviser
$86M
Advisers
2

No reported disclosures

Ellerbrock-Norris Wealth Strategies LLC

Omaha, NE · Est. 2025

Local
Fee-based
AUM
$172M
Per adviser
$86M
Advisers
2

No reported disclosures

Garnett Investment Strategies

Beatrice, NE · Est. 2024

Local
Fee-only
AUM
$158M
Per adviser
$79M
Advisers
2

No reported disclosures

Intentional Retirement, LLC

Omaha, NE · Est. 2024

Local
Fee-based
AUM
$150M
Per adviser
$150M
Advisers
1

No reported disclosures

Allstate Financial Advisors, LLC

Lincoln, NE · Est. 2007

National
Fee-based
AUM
$142M
Per adviser
Advisers

No reported disclosures

Agman Capital

Omaha, NE · Est. 2025

Local
Fee-only
AUM
$140M
Per adviser
$47M
Advisers
3

No reported disclosures

Fairway Asset Management, LLC

Omaha, NE · Est. 2025

Local
Fee-only
AUM
$117M
Per adviser
$39M
Advisers
3

No reported disclosures

Paradigm Wealth Management

Lincoln, NE · Est. 2019

Local
Fee-based
AUM
$116M
Per adviser
$58M
Advisers
2

No reported disclosures

Financial Design Group, LLC

Lavista, NE · Est. 2025

Local
Fee-only
AUM
$113M
Per adviser
$57M
Advisers
2

No reported disclosures

Mutual Of Omaha Investor Services, INC.

Omaha, NE · Est. 2002

National
Fee-based
AUM
$32M
Per adviser
$112,405.912
Advisers
285