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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.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Nebraska
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

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.