AdvisorRanked

Best Financial Advisors in Nebraska

70 SEC-registered advisory firms across 11 cities. Ranked by Trust 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

Trust Score Distribution — Nebraska Advisors

Cities in Nebraska

5 cities

Top-Ranked Advisors in Nebraska

Page 1 of 3 · 70 firms

#1
93

BRIDGES INVESTMENT MANAGEMENT INC

OMAHA, NE · Since 1999

$11.3B AUM30 clientsFee: 0%
FiduciaryFee-Only
#2
93

AVIOR WEALTH MANAGEMENT, LLC

OMAHA, NE · Since 2008

$6.5B AUM125 clientsFee: 0%
FiduciaryFee-Only
#3
92

WEITZ INVESTMENT MANAGEMENT, INC.

OMAHA, NE · Since 1983

$8.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#4
92

ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, NE · Since 2000

$64.8B AUM47 clientsFee: 0%
FiduciaryFee-Only
#5
92

PITTENGER & ANDERSON INC

LINCOLN, NE · Since 2000

$3.0B AUM14 clientsFee: 0%
FiduciaryFee-Only
#6
92

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

LINCOLN, NE · Since 2011

$3.3B AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
90

CARSON GROUP INVESTING

OMAHA, NE · Since 2018

$2.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#8
89

LINCOLN CAPITAL, LLC

LINCOLN, NE · Since 2013

$845M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
88

CAMBRIDGE ADVISORS INC

OMAHA, NE · Since 1990

$694M AUM6 clientsFee: 0%
FiduciaryFee-Only
#10
88

LAWSON KROEKER INVESTMENT MANAGEMENT INC

OMAHA, NE · Since 1986

$429M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
88

TRUE MEASURE WEALTH MANAGEMENT

OMAHA, NE · Since 2001

$242M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
87

CAPITAL CONSULTING & ASSET MANAGEMENT

LINCOLN, NE · Since 1996

$219M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
87

PFLUG KOORY, LLC

OMAHA, NE · Since 2000

$347M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
87

SEQUENT PLANNING, LLC

OMAHA, NE · Since 2018

$589M AUM76 clientsFee: 0%
FiduciaryFee-Only
#15
87

WALNUT PRIVATE EQUITY PARTNERS, LLC

OMAHA, NE · Since 2013

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
87

IRONVINE CAPITAL PARTNERS, LLC

OMAHA, NE · Since 2017

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
86

BAZIS PRIVATE WEALTH, LLC

OMAHA, NE · Since 2016

$244M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
86

FLAGSTONE FINANCIAL MANAGEMENT, LLC

LINCOLN, NE · Since 2016

$468M AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
86

FIRST NEBRASKA FINANCIAL SERVICES

NORTH PLATTE, NE · Since 2019

$458M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
85

HBE WEALTH MANAGEMENT, LLC

LINCOLN, NE · Since 2020

$277M AUM5 clientsFee: 0%
FiduciaryFee-Only
#21
85

CWM, LLC

OMAHA, NE · Since 2011

$50.6B AUM472 clientsFee: 0%
FiduciaryFee-Only
#22
85

SMART WEALTH, LLC

OMAHA, NE · Since 2021

$632M AUM17 clientsFee: 0%
FiduciaryFee-Only
#23
85

LEIBMAN FINANCIAL SERVCES, INC.

LOUISVILLE, NE · Since 2022

$173M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
84

FAIRWAY ASSET MANAGEMENT, LLC

OMAHA, NE · Since 2025

$117M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
83

M-ONE CAPITAL

OMAHA, NE · Since 2011

$3.8B AUM28 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 Trust 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.