Best Financial Advisors in OMAHA, Nebraska
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in OMAHA
Page 1 of 2 · 45 firms
BRIDGES INVESTMENT MANAGEMENT INC
OMAHA, NE · Since 1999
AVIOR WEALTH MANAGEMENT, LLC
OMAHA, NE · Since 2008
WEITZ INVESTMENT MANAGEMENT, INC.
OMAHA, NE · Since 1983
ORION PORTFOLIO SOLUTIONS, LLC
OMAHA, NE · Since 2000
CARSON GROUP INVESTING
OMAHA, NE · Since 2018
CAMBRIDGE ADVISORS INC
OMAHA, NE · Since 1990
LAWSON KROEKER INVESTMENT MANAGEMENT INC
OMAHA, NE · Since 1986
TRUE MEASURE WEALTH MANAGEMENT
OMAHA, NE · Since 2001
PFLUG KOORY, LLC
OMAHA, NE · Since 2000
SEQUENT PLANNING, LLC
OMAHA, NE · Since 2018
WALNUT PRIVATE EQUITY PARTNERS, LLC
OMAHA, NE · Since 2013
IRONVINE CAPITAL PARTNERS, LLC
OMAHA, NE · Since 2017
BAZIS PRIVATE WEALTH, LLC
OMAHA, NE · Since 2016
CWM, LLC
OMAHA, NE · Since 2011
SMART WEALTH, LLC
OMAHA, NE · Since 2021
FAIRWAY ASSET MANAGEMENT, LLC
OMAHA, NE · Since 2025
M-ONE CAPITAL
OMAHA, NE · Since 2011
MUTUAL ADVISORS, LLC
OMAHA, NE · Since 2013
ELLERBROCK-NORRIS WEALTH STRATEGIES LLC
OMAHA, NE · Since 2025
AGMAN CAPITAL
OMAHA, NE · Since 2025
PRODIGY ASSET MANAGEMENT LLC
OMAHA, NE · Since 1993
LUTZ FINANCIAL
OMAHA, NE · Since 2003
WESTCHESTER CAPITAL MANAGEMENT INC
OMAHA, NE · Since 1986
PRIVATE WEALTH ASSET MANAGEMENT
OMAHA, NE · Since 2021
AMERICA FIRST INVESTMENT ADVISORS LLC
OMAHA, NE · Since 1992
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.