Financial advisers in Omaha, NE
45 registered investment adviser firms in Omaha managing $187.8B in assets, based on public SEC Form ADV filings.
Orion Portfolio Solutions, LLC
Omaha, NE · Est. 2000
- AUM
- $64.8B
- Per adviser
- $1.4B
- Advisers
- 47
No reported disclosures
Cwm, LLC
Omaha, NE · Est. 2011
- AUM
- $50.6B
- Per adviser
- $107M
- Advisers
- 472
No reported disclosures
Bridges Investment Management INC
Omaha, NE · Est. 1999
- AUM
- $11.3B
- Per adviser
- $377M
- Advisers
- 30
No reported disclosures
Mutual Advisors, LLC
Omaha, NE · Est. 2013
- AUM
- $8.5B
- Per adviser
- $54M
- Advisers
- 158
No reported disclosures
Weitz Investment Management, INC.
Omaha, NE · Est. 1983
- AUM
- $8.1B
- Per adviser
- $622M
- Advisers
- 13
No reported disclosures
First National Advisers, LLC
Omaha, NE · Est. 2015
- AUM
- $7.4B
- Per adviser
- $368M
- Advisers
- 20
No reported disclosures
Avior Wealth Management, LLC
Omaha, NE · Est. 2008
- AUM
- $6.5B
- Per adviser
- $52M
- Advisers
- 125
No reported disclosures
M-One Capital
Omaha, NE · Est. 2011
- AUM
- $3.8B
- Per adviser
- $135M
- Advisers
- 28
No reported disclosures
Lutz Financial
Omaha, NE · Est. 2003
- AUM
- $3.2B
- Per adviser
- $228M
- Advisers
- 14
No reported disclosures
Private Wealth Asset Management
Omaha, NE · Est. 2021
- AUM
- $2.5B
- Per adviser
- $115M
- Advisers
- 22
No reported disclosures
Prodigy Asset Management LLC
Omaha, NE · Est. 1993
- AUM
- $2.4B
- Per adviser
- $487M
- Advisers
- 5
No reported disclosures
Wealthplan Investment Management LLC
Omaha, NE · Est. 2020
- AUM
- $2.2B
- Per adviser
- $156M
- Advisers
- 14
No reported disclosures
Carson Group Investing
Omaha, NE · Est. 2018
- AUM
- $2.0B
- Per adviser
- $293M
- Advisers
- 7
No reported disclosures
Tributary Capital Management, LLC
Omaha, NE · Est. 2001
- AUM
- $1.9B
- Per adviser
- $146M
- Advisers
- 13
No reported disclosures
Ironvine Capital Partners, LLC
Omaha, NE · Est. 2017
- AUM
- $1.1B
- Per adviser
- $229M
- Advisers
- 5
No reported disclosures
Wealthplan Partners
Omaha, NE · Est. 2019
- AUM
- $1.1B
- Per adviser
- $43M
- Advisers
- 26
No reported disclosures
The Magnolia Group, LLC
Omaha, NE · Est. 2014
- AUM
- $711M
- Per adviser
- $355M
- Advisers
- 2
No reported disclosures
Cambridge Advisors INC
Omaha, NE · Est. 1990
- AUM
- $694M
- Per adviser
- $116M
- Advisers
- 6
No reported disclosures
America First Investment Advisors LLC
Omaha, NE · Est. 1992
- AUM
- $665M
- Per adviser
- $95M
- Advisers
- 7
No reported disclosures
Smart Wealth, LLC
Omaha, NE · Est. 2021
- AUM
- $632M
- Per adviser
- $37M
- Advisers
- 17
No reported disclosures
Stevens Capital Partners
Omaha, NE · Est. 2022
- AUM
- $601M
- Per adviser
- $60M
- Advisers
- 10
No reported disclosures
Sequent Planning, LLC
Omaha, NE · Est. 2018
- AUM
- $589M
- Per adviser
- $8M
- Advisers
- 76
No reported disclosures
Prairie Wealth Advisors, INC.
Omaha, NE · Est. 2012
- AUM
- $558M
- Per adviser
- $62M
- Advisers
- 9
No reported disclosures
Westchester Capital Management INC
Omaha, NE · Est. 1986
- AUM
- $556M
- Per adviser
- $185M
- Advisers
- 3
No reported disclosures
Arkfeld Wealth Strategies, L.L.C.
Omaha, NE · Est. 2018
- AUM
- $538M
- Per adviser
- $108M
- Advisers
- 5
No reported disclosures
Lawson Kroeker Investment Management INC
Omaha, NE · Est. 1986
- AUM
- $429M
- Per adviser
- $107M
- Advisers
- 4
No reported disclosures
Iams Wealth Management, LLC
Omaha, NE · Est. 2017
- AUM
- $397M
- Per adviser
- $7M
- Advisers
- 53
Morey & Quinn Wealth Partners
Omaha, NE · Est. 2024
- AUM
- $373M
- Per adviser
- $124M
- Advisers
- 3
No reported disclosures
Pflug Koory, LLC
Omaha, NE · Est. 2000
- AUM
- $347M
- Per adviser
- $173M
- Advisers
- 2
No reported disclosures
Cornerstone Financial Group,LLC
Omaha, NE · Est. 2025
- AUM
- $292M
- Per adviser
- $58M
- Advisers
- 5
No reported disclosures
Hiley Hunt Wealth Management, INC.
Omaha, NE · Est. 2019
- AUM
- $290M
- Per adviser
- $97M
- Advisers
- 3
No reported disclosures
Interalpen Partners, LLC
Omaha, NE · Est. 2025
- AUM
- $274M
- Per adviser
- $39M
- Advisers
- 7
No reported disclosures
Nabity-Jensen Investment Management, INC.
Omaha, NE · Est. 2020
- AUM
- $258M
- Per adviser
- $129M
- Advisers
- 2
No reported disclosures
Bazis Private Wealth, LLC
Omaha, NE · Est. 2016
- AUM
- $244M
- Per adviser
- $61M
- Advisers
- 4
No reported disclosures
Revolution Capital, LLC
Omaha, NE · Est. 2024
- AUM
- $242M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
True Measure Wealth Management
Omaha, NE · Est. 2001
- AUM
- $242M
- Per adviser
- $242M
- Advisers
- 1
No reported disclosures
Keystone Financial Services, LLC
Omaha, NE · Est. 2021
- AUM
- $240M
- Per adviser
- $34M
- Advisers
- 7
No reported disclosures
Blue Capital
Omaha, NE · Est. 2021
- AUM
- $201M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Panorama Point Partners, LLC
Omaha, NE · Est. 2015
- AUM
- $178M
- Per adviser
- $25M
- Advisers
- 7
No reported disclosures
Walnut Private Equity Partners, LLC
Omaha, NE · Est. 2013
- AUM
- $173M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Ellerbrock-Norris Wealth Strategies LLC
Omaha, NE · Est. 2025
- AUM
- $172M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Intentional Retirement, LLC
Omaha, NE · Est. 2024
- AUM
- $150M
- Per adviser
- $150M
- Advisers
- 1
No reported disclosures
Agman Capital
Omaha, NE · Est. 2025
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures
Fairway Asset Management, LLC
Omaha, NE · Est. 2025
- AUM
- $117M
- Per adviser
- $39M
- Advisers
- 3
No reported disclosures
Mutual Of Omaha Investor Services, INC.
Omaha, NE · Est. 2002
- AUM
- $32M
- Per adviser
- $112,405.912
- Advisers
- 285