{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the biggest asset gains over one year in Nebraska","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the biggest asset gains over one year","how_it_is_computed":"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.","unit":"usd","scope":"Nebraska","firms_listed":41,"rows":[{"rank":1,"crd":155344,"firm":"CWM, LLC","city":"Omaha","state":"NE","value":16804130915,"base_value":33775526748,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155344/"},{"rank":2,"crd":167658,"firm":"Mutual Advisors, LLC","city":"Omaha","state":"NE","value":2699226593,"base_value":6750194248,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167658/"},{"rank":3,"crd":148674,"firm":"Avior Wealth Management, LLC","city":"Omaha","state":"NE","value":1380565194,"base_value":5083670234,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148674/"},{"rank":4,"crd":315819,"firm":"Private Wealth Asset Management","city":"Omaha","state":"NE","value":673541368,"base_value":1849717875,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315819/"},{"rank":5,"crd":311364,"firm":"Wealthplan Investment Management LLC","city":"Omaha","state":"NE","value":610863722,"base_value":1574375590,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311364/"},{"rank":6,"crd":117273,"firm":"Lutz Financial","city":"Omaha","state":"NE","value":577047988,"base_value":2610146179,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117273/"},{"rank":7,"crd":317517,"firm":"Stevens Capital Partners","city":"Omaha","state":"NE","value":378032460,"base_value":432260720,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317517/"},{"rank":8,"crd":135879,"firm":"Allen Capital Group, LLC","city":"Grand Island","state":"NE","value":278321048,"base_value":1223235037,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135879/"},{"rank":9,"crd":315496,"firm":"Smart Wealth, LLC","city":"Omaha","state":"NE","value":246442085,"base_value":439967840,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315496/"},{"rank":10,"crd":160381,"firm":"Sequent Planning, LLC","city":"Omaha","state":"NE","value":194815749,"base_value":394657254,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/160381/"},{"rank":11,"crd":110961,"firm":"Westchester Capital Management Inc","city":"Omaha","state":"NE","value":188594359,"base_value":502744938,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110961/"},{"rank":12,"crd":173719,"firm":"Professional Financial Advisors, LLC","city":"North Platte","state":"NE","value":155694351,"base_value":614113385,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173719/"},{"rank":13,"crd":129015,"firm":"McMill CPA and Advisors","city":"Norfolk","state":"NE","value":132121503,"base_value":730154643,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129015/"},{"rank":14,"crd":168307,"firm":"Lincoln Capital, LLC","city":"Lincoln","state":"NE","value":101883982,"base_value":742867538,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168307/"},{"rank":15,"crd":300012,"firm":"Bellwether Wealth","city":"Lincoln","state":"NE","value":99050707,"base_value":684973502,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300012/"},{"rank":16,"crd":327894,"firm":"Stonebridge Wealth Systems LLC","city":"Kearney","state":"NE","value":93131422,"base_value":276013268,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327894/"},{"rank":17,"crd":285484,"firm":"Flagstone Financial Management, LLC","city":"Lincoln","state":"NE","value":92588369,"base_value":375178791,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285484/"},{"rank":18,"crd":165266,"firm":"Prairie Wealth Advisors, Inc.","city":"Omaha","state":"NE","value":85734918,"base_value":472221240,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165266/"},{"rank":19,"crd":128315,"firm":"Hbe Wealth Management, LLC","city":"Lincoln","state":"NE","value":76214000,"base_value":201222368,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128315/"},{"rank":20,"crd":104851,"firm":"Cambridge Advisors Inc","city":"Omaha","state":"NE","value":71551058,"base_value":621960531,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104851/"},{"rank":21,"crd":106984,"firm":"America First Investment Advisors LLC","city":"Omaha","state":"NE","value":71362402,"base_value":593781718,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106984/"},{"rank":22,"crd":300496,"firm":"Revolution Capital, LLC","city":"Omaha","state":"NE","value":62113377,"base_value":179802049,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300496/"},{"rank":23,"crd":295099,"firm":"Ellerbrock-Norris Wealth Strategies LLC","city":"Omaha","state":"NE","value":61066942,"base_value":110551716,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/295099/"},{"rank":24,"crd":293175,"firm":"Arkfeld Wealth Strategies, L.L.C.","city":"Omaha","state":"NE","value":59041000,"base_value":478933000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/293175/"},{"rank":25,"crd":286085,"firm":"Iams Wealth Management, LLC","city":"Omaha","state":"NE","value":54213801,"base_value":343012390,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286085/"},{"rank":26,"crd":164942,"firm":"Hiley Hunt Wealth Management, Inc.","city":"Omaha","state":"NE","value":47892770,"base_value":241659040,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164942/"},{"rank":27,"crd":308397,"firm":"Keystone Financial Services, LLC","city":"Omaha","state":"NE","value":47525362,"base_value":192794638,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308397/"},{"rank":28,"crd":332074,"firm":"Morey & Quinn Wealth Partners","city":"Omaha","state":"NE","value":45284732,"base_value":328143597,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332074/"},{"rank":29,"crd":129246,"firm":"Cornerstone Financial Group,llc","city":"Omaha","state":"NE","value":45217518,"base_value":247020527,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129246/"},{"rank":30,"crd":298667,"firm":"First Nebraska Financial Services","city":"North Platte","state":"NE","value":44956069,"base_value":413039001,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298667/"},{"rank":31,"crd":41438,"firm":"Capital Consulting & Asset Management","city":"Lincoln","state":"NE","value":36512366,"base_value":182163713,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/41438/"},{"rank":32,"crd":109268,"firm":"Pflug Koory, LLC","city":"Omaha","state":"NE","value":34407832,"base_value":312550225,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109268/"},{"rank":33,"crd":282370,"firm":"Garnett Investment Strategies","city":"Beatrice","state":"NE","value":31375022,"base_value":126610335,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282370/"},{"rank":34,"crd":108026,"firm":"Arnold Weitz & Co","city":"Elkhorn","state":"NE","value":29651974,"base_value":408420543,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108026/"},{"rank":35,"crd":148605,"firm":"Bazis Private Wealth, LLC","city":"Omaha","state":"NE","value":27441342,"base_value":216693486,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148605/"},{"rank":36,"crd":116265,"firm":"True Measure Wealth Management","city":"Omaha","state":"NE","value":21790728,"base_value":219756637,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116265/"},{"rank":37,"crd":128455,"firm":"Nabity-Jensen Investment Management, Inc.","city":"Omaha","state":"NE","value":20606721,"base_value":237846529,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128455/"},{"rank":38,"crd":310655,"firm":"Intentional Retirement, LLC","city":"Omaha","state":"NE","value":18526506,"base_value":131473846,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310655/"},{"rank":39,"crd":323120,"firm":"Leibman Financial Servces, Inc.","city":"Louisville","state":"NE","value":16637177,"base_value":156495421,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323120/"},{"rank":40,"crd":113836,"firm":"Wealth Advisors Network, Inc.","city":"Hastings","state":"NE","value":3236931,"base_value":297015339,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113836/"},{"rank":41,"crd":107783,"firm":"Sterling Financial Advisors, LLC","city":"Omaha","state":"NE","value":1613834,"base_value":142982564,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107783/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the biggest asset gains over one year, nationally","url":"https://advisoriq.com/ria/rankings/biggest-asset-gains/"},{"title":"RIA market data for Nebraska","url":"https://advisoriq.com/ria/states/nebraska/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/biggest-asset-gains/nebraska/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/nebraska/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}