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Ranking, Nebraska

Independent RIAs with the biggest asset gains over one year in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $16.8 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Nebraska
Rank Firm City Increase
1 CWM, LLC Omaha $16.8 billion
2 Mutual Advisors, LLC Omaha $2.7 billion
3 Avior Wealth Management, LLC Omaha $1.4 billion
4 Private Wealth Asset Management Omaha $673.5 million
5 Wealthplan Investment Management LLC Omaha $610.9 million
6 Lutz Financial Omaha $577.0 million
7 Stevens Capital Partners Omaha $378.0 million
8 Allen Capital Group, LLC Grand Island $278.3 million
9 Smart Wealth, LLC Omaha $246.4 million
10 Sequent Planning, LLC Omaha $194.8 million
11 Westchester Capital Management Inc Omaha $188.6 million
12 Professional Financial Advisors, LLC North Platte $155.7 million
13 McMill CPA and Advisors Norfolk $132.1 million
14 Lincoln Capital, LLC Lincoln $101.9 million
15 Bellwether Wealth Lincoln $99.1 million
16 Stonebridge Wealth Systems LLC Kearney $93.1 million
17 Flagstone Financial Management, LLC Lincoln $92.6 million
18 Prairie Wealth Advisors, Inc. Omaha $85.7 million
19 Hbe Wealth Management, LLC Lincoln $76.2 million
20 Cambridge Advisors Inc Omaha $71.6 million
21 America First Investment Advisors LLC Omaha $71.4 million
22 Revolution Capital, LLC Omaha $62.1 million
23 Ellerbrock-Norris Wealth Strategies LLC Omaha $61.1 million
24 Arkfeld Wealth Strategies, L.L.C. Omaha $59.0 million
25 Iams Wealth Management, LLC Omaha $54.2 million
26 Hiley Hunt Wealth Management, Inc. Omaha $47.9 million
27 Keystone Financial Services, LLC Omaha $47.5 million
28 Morey & Quinn Wealth Partners Omaha $45.3 million
29 Cornerstone Financial Group,llc Omaha $45.2 million
30 First Nebraska Financial Services North Platte $45.0 million
31 Capital Consulting & Asset Management Lincoln $36.5 million
32 Pflug Koory, LLC Omaha $34.4 million
33 Garnett Investment Strategies Beatrice $31.4 million
34 Arnold Weitz & Co Elkhorn $29.7 million
35 Bazis Private Wealth, LLC Omaha $27.4 million
36 True Measure Wealth Management Omaha $21.8 million
37 Nabity-Jensen Investment Management, Inc. Omaha $20.6 million
38 Intentional Retirement, LLC Omaha $18.5 million
39 Leibman Financial Servces, Inc. Louisville $16.6 million
40 Wealth Advisors Network, Inc. Hastings $3.2 million
41 Sterling Financial Advisors, LLC Omaha $1.6 million

41 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.