Ranking, Nebraska
Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Nebraska
As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $16.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
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.
| Rank | Firm | City | Increase |
|---|---|---|---|
| 1 | CWM, LLC | Omaha | $16.8 billion |
| 2 | Mutual Advisors, LLC | Omaha | $2.7 billion |
| 3 | Ameritas Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Lincoln | $2.2 billion |
| 4 | Avior Wealth Management, LLC | Omaha | $1.4 billion |
| 5 | Private Wealth Asset Management | Omaha | $673.5 million |
| 6 | Wealthplan Investment Management LLC | Omaha | $610.9 million |
| 7 | Lutz Financial | Omaha | $577.0 million |
| 8 | Stevens Capital Partners | Omaha | $378.0 million |
| 9 | Allen Capital Group, LLC | Grand Island | $278.3 million |
| 10 | Smart Wealth, LLC | Omaha | $246.4 million |
| 11 | Sequent Planning, LLC | Omaha | $194.8 million |
| 12 | Westchester Capital Management Inc | Omaha | $188.6 million |
| 13 | Professional Financial Advisors, LLC | North Platte | $155.7 million |
| 14 | McMill CPA and Advisors | Norfolk | $132.1 million |
| 15 | Lincoln Capital, LLC | Lincoln | $101.9 million |
| 16 | Bellwether Wealth | Lincoln | $99.1 million |
| 17 | Stonebridge Wealth Systems LLC | Kearney | $93.1 million |
| 18 | Flagstone Financial Management, LLC | Lincoln | $92.6 million |
| 19 | Prairie Wealth Advisors, Inc. | Omaha | $85.7 million |
| 20 | Hbe Wealth Management, LLC | Lincoln | $76.2 million |
| 21 | Cambridge Advisors Inc | Omaha | $71.6 million |
| 22 | America First Investment Advisors LLC | Omaha | $71.4 million |
| 23 | Plan A Wealth, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Lincoln | $63.4 million |
| 24 | Revolution Capital, LLC | Omaha | $62.1 million |
| 25 | Ellerbrock-Norris Wealth Strategies LLC | Omaha | $61.1 million |
| 26 | Arkfeld Wealth Strategies, L.L.C. | Omaha | $59.0 million |
| 27 | Iams Wealth Management, LLC | Omaha | $54.2 million |
| 28 | Hiley Hunt Wealth Management, Inc. | Omaha | $47.9 million |
| 29 | Keystone Financial Services, LLC | Omaha | $47.5 million |
| 30 | Morey & Quinn Wealth Partners | Omaha | $45.3 million |
| 31 | Cornerstone Financial Group,llc | Omaha | $45.2 million |
| 32 | First Nebraska Financial Services | North Platte | $45.0 million |
| 33 | Capital Consulting & Asset Management | Lincoln | $36.5 million |
| 34 | Pflug Koory, LLC | Omaha | $34.4 million |
| 35 | Garnett Investment Strategies | Beatrice | $31.4 million |
| 36 | Arnold Weitz & Co | Elkhorn | $29.7 million |
| 37 | Bazis Private Wealth, LLC | Omaha | $27.4 million |
| 38 | True Measure Wealth Management | Omaha | $21.8 million |
| 39 | Nabity-Jensen Investment Management, Inc. | Omaha | $20.6 million |
| 40 | Intentional Retirement, LLC | Omaha | $18.5 million |
| 41 | Leibman Financial Servces, Inc. | Louisville | $16.6 million |
| 42 | Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Omaha | $7.7 million |
| 43 | Wealth Advisors Network, Inc. | Hastings | $3.2 million |
| 44 | Sterling Financial Advisors, LLC | Omaha | $1.6 million |
44 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms, nationally
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- Wealth firms with the most clients, including broker-dealer firms in Nebraska
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Nebraska
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- Wealth firms with the most high net worth clients, including broker-dealer firms in Nebraska
- Wealth firms with the most CFP professionals, including broker-dealer firms in Nebraska
- Newest wealth firms, including broker-dealer firms in Nebraska
Biggest asset gains by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.