AdvisorRanked

Best Financial Advisors in OMAHA, Nebraska

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

45
Registered Firms
0.95%
Median Fee
of assets/year
$558M
Median AUM
45
Firms Listed
in our database

Top-Ranked Advisors in OMAHA

#1
100

CAMBRIDGE ADVISORS INC

OMAHA, NE · Since 1990

$694M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100

LAWSON KROEKER INVESTMENT MANAGEMENT INC

OMAHA, NE · Since 1986

$429M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

WEITZ INVESTMENT MANAGEMENT, INC.

OMAHA, NE · Since 1983

$8.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#4
100

ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, NE · Since 2000

$64.8B AUM47 clientsFee: 0%
FiduciaryFee-Only
#5
100

BRIDGES INVESTMENT MANAGEMENT INC

OMAHA, NE · Since 1999

$11.3B AUM30 clientsFee: 0%
FiduciaryFee-Only
#6
100

PFLUG KOORY, LLC

OMAHA, NE · Since 2000

$347M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
100

TRUE MEASURE WEALTH MANAGEMENT

OMAHA, NE · Since 2001

$242M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

FAIRWAY ASSET MANAGEMENT, LLC

OMAHA, NE · Since 2025

$117M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

BAZIS PRIVATE WEALTH, LLC

OMAHA, NE · Since 2016

$244M AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
100

AVIOR WEALTH MANAGEMENT, LLC

OMAHA, NE · Since 2008

$6.5B AUM125 clientsFee: 0%
FiduciaryFee-Only
#11
100

SEQUENT PLANNING, LLC

OMAHA, NE · Since 2018

$589M AUM76 clientsFee: 0%
FiduciaryFee-Only
#12
100

WALNUT PRIVATE EQUITY PARTNERS, LLC

OMAHA, NE · Since 2013

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

IRONVINE CAPITAL PARTNERS, LLC

OMAHA, NE · Since 2017

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
100

CARSON GROUP INVESTING

OMAHA, NE · Since 2018

$2.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#15
100

ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

OMAHA, NE · Since 2025

$172M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
100

SMART WEALTH, LLC

OMAHA, NE · Since 2021

$632M AUM17 clientsFee: 0%
FiduciaryFee-Only
#17
100

AGMAN CAPITAL

OMAHA, NE · Since 2025

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
95

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

OMAHA, NE · Since 2002

$32M AUM285 clientsFee: 0%
Broker-Dealer
#19
95

PRODIGY ASSET MANAGEMENT LLC

OMAHA, NE · Since 1993

$2.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
95

AMERICA FIRST INVESTMENT ADVISORS LLC

OMAHA, NE · Since 1992

$665M AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
95

WESTCHESTER CAPITAL MANAGEMENT INC

OMAHA, NE · Since 1986

$556M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
95

LUTZ FINANCIAL

OMAHA, NE · Since 2003

$3.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#23
95

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

OMAHA, NE · Since 2020

$258M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

CORNERSTONE FINANCIAL GROUP,LLC

OMAHA, NE · Since 2025

$292M AUM5 clientsFee: 0%
FiduciaryFee-Only
#25
95

CWM, LLC

OMAHA, NE · Since 2011

$50.6B AUM472 clientsFee: 0%
FiduciaryFee-Only
#26
95

M-ONE CAPITAL

OMAHA, NE · Since 2011

$3.8B AUM28 clientsFee: 0%
FiduciaryFee-Only
#27
95

HILEY HUNT WEALTH MANAGEMENT, INC.

OMAHA, NE · Since 2019

$290M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
95

PANORAMA POINT PARTNERS, LLC

OMAHA, NE · Since 2015

$178M AUM7 clientsFee: 0%
FiduciaryFee-Only
#29
95

MUTUAL ADVISORS, LLC

OMAHA, NE · Since 2013

$8.5B AUM158 clientsFee: 0%
FiduciaryFee-Only
#30
95

THE MAGNOLIA GROUP, LLC

OMAHA, NE · Since 2014

$711M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
95

ARKFELD WEALTH STRATEGIES, L.L.C.

OMAHA, NE · Since 2018

$538M AUM5 clientsFee: 0%
FiduciaryFee-Only
#32
95

REVOLUTION CAPITAL, LLC

OMAHA, NE · Since 2024

$242M AUM4 clientsFee: 0%
FiduciaryFee-Only
#33
95

BLUE CAPITAL

OMAHA, NE · Since 2021

$201M AUM4 clientsFee: 0%
FiduciaryFee-Only
#34
95

KEYSTONE FINANCIAL SERVICES, LLC

OMAHA, NE · Since 2021

$240M AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
95

INTENTIONAL RETIREMENT, LLC

OMAHA, NE · Since 2024

$150M AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
95

WEALTHPLAN INVESTMENT MANAGEMENT LLC

OMAHA, NE · Since 2020

$2.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#37
95

INTERALPEN PARTNERS, LLC

OMAHA, NE · Since 2025

$274M AUM7 clientsFee: 0%
FiduciaryFee-Only
#38
95

PRIVATE WEALTH ASSET MANAGEMENT

OMAHA, NE · Since 2021

$2.5B AUM22 clientsFee: 0%
FiduciaryFee-Only
#39
95

STEVENS CAPITAL PARTNERS

OMAHA, NE · Since 2022

$601M AUM10 clientsFee: 0%
FiduciaryFee-Only
#40
92

WEALTHPLAN PARTNERS

OMAHA, NE · Since 2019

$1.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
#41
92

MOREY & QUINN WEALTH PARTNERS

OMAHA, NE · Since 2024

$373M AUM3 clientsFee: 0%
FiduciaryFee-Only
#42
90

TRIBUTARY CAPITAL MANAGEMENT, LLC

OMAHA, NE · Since 2001

$1.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#43
85

PRAIRIE WEALTH ADVISORS, INC.

OMAHA, NE · Since 2012

$558M AUM4 clientsFee: 0%
FiduciaryFee-Only
#44
75

FIRST NATIONAL ADVISERS, LLC

OMAHA, NE · Since 2015

$7.4B AUM20 clientsFee: 0%
FiduciaryFee-Only
#45
67

IAMS WEALTH MANAGEMENT, LLC

OMAHA, NE · Since 2017

$397M AUM53 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in OMAHA?

The median advisory fee in OMAHA, NE is 0.95% of assets under management per year, based on Form ADV filings from 45 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.