Financial advisors in Nebraska

22 SEC-registered advisory firms based in Nebraska, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Nebraska

Omaha (15)Lincoln (3)Norfolk (2)Grand Island (1)North Platte (1)

Nebraska advisory firms by assets

Cwm, LLC

Omaha, NE · CRD #155344

$51B AUM·162k accounts·Fee-based

Ameritas Advisory Services, LLC logo
Ameritas Advisory Services, LLC

Lincoln, NE · CRD #317245

$14B AUM·69k accounts·Fee-based

Orion Portfolio Solutions, LLC logo
Orion Portfolio Solutions, LLC

Omaha, NE · CRD #107975

$65B AUM·341k accounts·Fee-based

Mutual Advisors, LLC logo
Mutual Advisors, LLC

Omaha, NE · CRD #167658

$8.5B AUM·28k accounts·Fee-based

Avior Wealth Management, LLC

Omaha, NE · CRD #148674

$6.5B AUM·5.0k accounts·Fee-based

Ameritas Investment Partners, INC. logo
Ameritas Investment Partners, INC.

Lincoln, NE · CRD #109381

$29B AUM·2.5k accounts·Fee-based

Bridges Investment Management INC logo
Bridges Investment Management INC

Omaha, NE · CRD #108028

$11B AUM·3.2k accounts·Fee-based

Wealth Management logo
Wealth Management

Norfolk, NE · CRD #137080

$3.7B AUM·4.8k accounts·Fee-based

First National Advisers, LLC logo
First National Advisers, LLC

Omaha, NE · CRD #277146

$7.4B AUM·3.8k accounts·Fee-only

Carson Group Investing

Omaha, NE · CRD #291744

$2.0B AUM·15k accounts·Fee-only

Sequent Planning, LLC

Omaha, NE · CRD #160381

$589M AUM·6.0k accounts·Fee-based

Lutz Financial

Omaha, NE · CRD #117273

$3.2B AUM·2.9k accounts·Fee-based

Allen Capital Group, LLC logo
Allen Capital Group, LLC

Grand Island, NE · CRD #135879

$1.5B AUM·7.2k accounts·Fee-based

Wealthplan Investment Management LLC logo
Wealthplan Investment Management LLC

Omaha, NE · CRD #311364

$2.2B AUM·5.5k accounts·Fee-based

Pittenger & Anderson INC logo
Pittenger & Anderson INC

Lincoln, NE · CRD #111033

$3.0B AUM·2.3k accounts·Fee-only

Private Wealth Asset Management

Omaha, NE · CRD #315819

$2.5B AUM·2.3k accounts·Fee-based

Wealthplan Partners logo
Wealthplan Partners

Omaha, NE · CRD #305026

$1.1B AUM·3.9k accounts·Fee-based

Mcmill CPA and Advisors logo
Mcmill CPA and Advisors

Norfolk, NE · CRD #129015

$862M AUM·5.7k accounts·Fee-based

Tributary Capital Management, LLC logo
Tributary Capital Management, LLC

Omaha, NE · CRD #112528

$1.9B AUM·840 accounts·Fee-only

Iams Wealth Management, LLC

Omaha, NE · CRD #286085

$397M AUM·2.4k accounts·Fee-based

Professional Financial Advisors, LLC

North Platte, NE · CRD #173719

$770M AUM·3.4k accounts·Fee-based

Smart Wealth, LLC

Omaha, NE · CRD #315496

$632M AUM·3.7k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Nebraska

How many financial advisors are in Nebraska?

AdvisoryReviews lists 22 SEC-registered advisory firms based in Nebraska, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Nebraska?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Nebraska?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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