Financial advisers in Lincoln, NE
13 registered investment adviser firms in Lincoln managing $52.6B in assets, based on public SEC Form ADV filings.
Ameritas Investment Partners, INC.
Lincoln, NE · Est. 1998
Regional
- AUM
- $29.0B
- Per adviser
- $879M
- Advisers
- 33
No reported disclosures
Ameritas Advisory Services, LLC
Lincoln, NE · Est. 1998
National
- AUM
- $13.7B
- Per adviser
- $38M
- Advisers
- 366
Whitetail Rock Capital Management, LLC
Lincoln, NE · Est. 2011
Regional
- AUM
- $3.3B
- Per adviser
- $1.6B
- Advisers
- 2
No reported disclosures
Pittenger & Anderson INC
Lincoln, NE · Est. 2000
Regional
- AUM
- $3.0B
- Per adviser
- $217M
- Advisers
- 14
No reported disclosures
Lincoln Capital, LLC
Lincoln, NE · Est. 2013
Local
- AUM
- $845M
- Per adviser
- $211M
- Advisers
- 4
No reported disclosures
Bellwether Wealth
Lincoln, NE · Est. 2019
LocalInternational
- AUM
- $784M
- Per adviser
- $112M
- Advisers
- 7
No reported disclosures
Flagstone Financial Management, LLC
Lincoln, NE · Est. 2016
Local
- AUM
- $468M
- Per adviser
- $94M
- Advisers
- 5
No reported disclosures
Plan A Wealth, LLC
Lincoln, NE · Est. 2017
Local
- AUM
- $434M
- Per adviser
- $72M
- Advisers
- 6
No reported disclosures
Hbe Wealth Management, LLC
Lincoln, NE · Est. 2020
Local
- AUM
- $277M
- Per adviser
- $55M
- Advisers
- 5
No reported disclosures
R2 Wealth Management Partners
Lincoln, NE · Est. 2025
Local
- AUM
- $236M
- Per adviser
- $79M
- Advisers
- 3
No reported disclosures
Capital Consulting & Asset Management
Lincoln, NE · Est. 1996
Local
- AUM
- $219M
- Per adviser
- $73M
- Advisers
- 3
No reported disclosures
Allstate Financial Advisors, LLC
Lincoln, NE · Est. 2007
National
- AUM
- $142M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Paradigm Wealth Management
Lincoln, NE · Est. 2019
Local
- AUM
- $116M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures