AdvisorRanked

Best Financial Advisors in Nebraska

70 SEC-registered advisory firms across 11 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

70
Registered Firms
11
Cities
0.95%
Median Fee
of assets/year
70
In Database
firms listed

Cities in Nebraska

Top-Ranked Firms in Nebraska

#1
100

CAPITAL CONSULTING & ASSET MANAGEMENT

LINCOLN, NE · Since 1996

$219M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

CAMBRIDGE ADVISORS INC

OMAHA, NE · Since 1990

$694M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
100

LAWSON KROEKER INVESTMENT MANAGEMENT INC

OMAHA, NE · Since 1986

$429M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

WEITZ INVESTMENT MANAGEMENT, INC.

OMAHA, NE · Since 1983

$8.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#5
100

ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, NE · Since 2000

$64.8B AUM47 clientsFee: 0%
FiduciaryFee-Only
#6
100

BRIDGES INVESTMENT MANAGEMENT INC

OMAHA, NE · Since 1999

$11.3B AUM30 clientsFee: 0%
FiduciaryFee-Only
#7
100

PFLUG KOORY, LLC

OMAHA, NE · Since 2000

$347M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

PITTENGER & ANDERSON INC

LINCOLN, NE · Since 2000

$3.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#9
100

TRUE MEASURE WEALTH MANAGEMENT

OMAHA, NE · Since 2001

$242M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
100

HBE WEALTH MANAGEMENT, LLC

LINCOLN, NE · Since 2020

$277M AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
100

FAIRWAY ASSET MANAGEMENT, LLC

OMAHA, NE · Since 2025

$117M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

BAZIS PRIVATE WEALTH, LLC

OMAHA, NE · Since 2016

$244M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
100

AVIOR WEALTH MANAGEMENT, LLC

OMAHA, NE · Since 2008

$6.5B AUM125 clientsFee: 0%
FiduciaryFee-Only
#14
100

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

LINCOLN, NE · Since 2011

$3.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

SEQUENT PLANNING, LLC

OMAHA, NE · Since 2018

$589M AUM76 clientsFee: 0%
FiduciaryFee-Only
#16
100

LINCOLN CAPITAL, LLC

LINCOLN, NE · Since 2013

$845M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

WALNUT PRIVATE EQUITY PARTNERS, LLC

OMAHA, NE · Since 2013

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

IRONVINE CAPITAL PARTNERS, LLC

OMAHA, NE · Since 2017

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
100

FLAGSTONE FINANCIAL MANAGEMENT, LLC

LINCOLN, NE · Since 2016

$468M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
100

CARSON GROUP INVESTING

OMAHA, NE · Since 2018

$2.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#21
100

ELLERBROCK-NORRIS WEALTH STRATEGIES LLC

OMAHA, NE · Since 2025

$172M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
100

FIRST NEBRASKA FINANCIAL SERVICES

NORTH PLATTE, NE · Since 2019

$458M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
100

SMART WEALTH, LLC

OMAHA, NE · Since 2021

$632M AUM17 clientsFee: 0%
FiduciaryFee-Only
#24
100

FINANCIAL DESIGN GROUP, LLC

LAVISTA, NE · Since 2025

$113M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
100

LEIBMAN FINANCIAL SERVCES, INC.

LOUISVILLE, NE · Since 2022

$173M AUM4 clientsFee: 0%
FiduciaryFee-Only
#26
100

AGMAN CAPITAL

OMAHA, NE · Since 2025

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#27
100

R2 WEALTH MANAGEMENT PARTNERS

LINCOLN, NE · Since 2025

$236M AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
100

OLDFATHER FINANCIAL SERVICES

KEARNEY, NE · Since 2025

$556M AUM4 clientsFee: 0%
FiduciaryFee-Only
#29
97

ARNOLD WEITZ & CO

ELKHORN, NE · Since 2009

$438M AUM2 clientsFee: 0%
FiduciaryFee-Only
#30
97

WEALTH ADVISORS NETWORK, INC.

HASTINGS, NE · Since 2017

$300M AUM8 clientsFee: 0%
FiduciaryFee-Only
#31
95

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

OMAHA, NE · Since 2002

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

PRODIGY ASSET MANAGEMENT LLC

OMAHA, NE · Since 1993

$2.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
95

AMERICA FIRST INVESTMENT ADVISORS LLC

OMAHA, NE · Since 1992

$665M AUM7 clientsFee: 0%
FiduciaryFee-Only
#34
95

AMERITAS INVESTMENT PARTNERS, INC.

LINCOLN, NE · Since 1998

$29.0B AUM33 clientsFee: 0%
FiduciaryFee-Only
#35
95

WESTCHESTER CAPITAL MANAGEMENT INC

OMAHA, NE · Since 1986

$556M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
95

LUTZ FINANCIAL

OMAHA, NE · Since 2003

$3.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#37
95

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

OMAHA, NE · Since 2020

$258M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
95

MCMILL CPA AND ADVISORS

NORFOLK, NE · Since 2005

$862M AUM22 clientsFee: 0%
FiduciaryFee-Only
#39
95

CORNERSTONE FINANCIAL GROUP,LLC

OMAHA, NE · Since 2025

$292M AUM5 clientsFee: 0%
FiduciaryFee-Only
#40
95

ALLEN CAPITAL GROUP, LLC

GRAND ISLAND, NE · Since 2005

$1.5B AUM21 clientsFee: 0%
FiduciaryFee-Only
#41
95

CWM, LLC

OMAHA, NE · Since 2011

$50.6B AUM472 clientsFee: 0%
FiduciaryFee-Only
#42
95

M-ONE CAPITAL

OMAHA, NE · Since 2011

$3.8B AUM28 clientsFee: 0%
FiduciaryFee-Only
#43
95

HILEY HUNT WEALTH MANAGEMENT, INC.

OMAHA, NE · Since 2019

$290M AUM3 clientsFee: 0%
FiduciaryFee-Only
#44
95

PANORAMA POINT PARTNERS, LLC

OMAHA, NE · Since 2015

$178M AUM7 clientsFee: 0%
FiduciaryFee-Only
#45
95

MUTUAL ADVISORS, LLC

OMAHA, NE · Since 2013

$8.5B AUM158 clientsFee: 0%
FiduciaryFee-Only
#46
95

THE MAGNOLIA GROUP, LLC

OMAHA, NE · Since 2014

$711M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
95

PROFESSIONAL FINANCIAL ADVISORS, LLC

NORTH PLATTE, NE · Since 2019

$770M AUM7 clientsFee: 0%
FiduciaryFee-Only
#48
95

PARADIGM WEALTH MANAGEMENT

LINCOLN, NE · Since 2019

$116M AUM2 clientsFee: 0%
FiduciaryFee-Only
#49
95

PLAN A WEALTH, LLC

LINCOLN, NE · Since 2017

$434M AUM6 clientsFee: 0%
FiduciaryFee-Only
#50
95

ARKFELD WEALTH STRATEGIES, L.L.C.

OMAHA, NE · Since 2018

$538M AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
95

BELLWETHER WEALTH

LINCOLN, NE · Since 2019

$784M AUM7 clientsFee: 0%
FiduciaryFee-Only
#52
95

REVOLUTION CAPITAL, LLC

OMAHA, NE · Since 2024

$242M AUM4 clientsFee: 0%
FiduciaryFee-Only
#53
95

BLUE CAPITAL

OMAHA, NE · Since 2021

$201M AUM4 clientsFee: 0%
FiduciaryFee-Only
#54
95

KEYSTONE FINANCIAL SERVICES, LLC

OMAHA, NE · Since 2021

$240M AUM7 clientsFee: 0%
FiduciaryFee-Only
#55
95

INTENTIONAL RETIREMENT, LLC

OMAHA, NE · Since 2024

$150M AUM1 clientsFee: 0%
FiduciaryFee-Only
#56
95

WEALTHPLAN INVESTMENT MANAGEMENT LLC

OMAHA, NE · Since 2020

$2.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#57
95

INTERALPEN PARTNERS, LLC

OMAHA, NE · Since 2025

$274M AUM7 clientsFee: 0%
FiduciaryFee-Only
#58
95

PRIVATE WEALTH ASSET MANAGEMENT

OMAHA, NE · Since 2021

$2.5B AUM22 clientsFee: 0%
FiduciaryFee-Only
#59
95

STEVENS CAPITAL PARTNERS

OMAHA, NE · Since 2022

$601M AUM10 clientsFee: 0%
FiduciaryFee-Only
#60
95

STONEBRIDGE WEALTH SYSTEMS LLC

KEARNEY, NE · Since 2023

$369M AUM10 clientsFee: 0%
FiduciaryFee-Only
#61
92

ALLSTATE FINANCIAL ADVISORS, LLC

LINCOLN, NE · Since 2007

$142M AUM0 clientsFee: 0%
FiduciaryFee-Only1 complaint
#62
92

WEALTHPLAN PARTNERS

OMAHA, NE · Since 2019

$1.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
#63
92

MOREY & QUINN WEALTH PARTNERS

OMAHA, NE · Since 2024

$373M AUM3 clientsFee: 0%
FiduciaryFee-Only
#64
90

TRIBUTARY CAPITAL MANAGEMENT, LLC

OMAHA, NE · Since 2001

$1.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#65
87

WEALTH MANAGEMENT

NORFOLK, NE · Since 2006

$3.7B AUM49 clientsFee: 0%
FiduciaryFee-Only1 complaint
#66
87

GARNETT INVESTMENT STRATEGIES

BEATRICE, NE · Since 2024

$158M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#67
85

PRAIRIE WEALTH ADVISORS, INC.

OMAHA, NE · Since 2012

$558M AUM4 clientsFee: 0%
FiduciaryFee-Only
#68
75

FIRST NATIONAL ADVISERS, LLC

OMAHA, NE · Since 2015

$7.4B AUM20 clientsFee: 0%
FiduciaryFee-Only
#69
67

IAMS WEALTH MANAGEMENT, LLC

OMAHA, NE · Since 2017

$397M AUM53 clientsFee: 0%
FiduciaryFee-Only1 complaint
#70
65

AMERITAS ADVISORY SERVICES, LLC

LINCOLN, NE · Since 1998

$13.7B AUM366 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Nebraska

How many financial advisors are registered in Nebraska?
There are 70 SEC-registered investment advisory firms in Nebraska, spread across 11 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Nebraska?
The median advisory fee in Nebraska is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.