Ranking, Nebraska

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Nebraska

As of October 2, 2026, Lincoln Capital, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 109.0%, from a base of 620.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 fastest client growth over one year, including broker-dealer firms in Nebraska
Rank	Firm	City	Growth	Starting value
1	Lincoln Capital, LLC	Lincoln	109.0%	620
2	Professional Financial Advisors, LLC	North Platte	60.3%	2,108
3	McMill CPA and Advisors	Norfolk	37.3%	4,118
4	Stevens Capital Partners	Omaha	33.8%	509
5	Keystone Financial Services, LLC	Omaha	31.9%	791
6	Wealthplan Investment Management LLC	Omaha	31.6%	1,913
7	CWM, LLC	Omaha	19.4%	44,335
8	Mutual Advisors, LLC	Omaha	17.6%	8,493
9	Sequent Planning, LLC	Omaha	17.4%	5,133
10	Lutz Financial	Omaha	16.8%	894
11	Private Wealth Asset Management	Omaha	15.7%	483
12	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	15.3%	26,718
13	Revolution Capital, LLC	Omaha	14.3%	168
14	Smart Wealth, LLC	Omaha	13.8%	889
15	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	13.2%	582
16	Avior Wealth Management, LLC	Omaha	11.3%	4,397
17	Intentional Retirement, LLC	Omaha	11.2%	268
18	Arkfeld Wealth Strategies, L.L.C.	Omaha	10.8%	851
19	Morey & Quinn Wealth Partners	Omaha	9.4%	522
20	Flagstone Financial Management, LLC	Lincoln	8.9%	325
21	Hbe Wealth Management, LLC	Lincoln	8.9%	237
22	Hiley Hunt Wealth Management, Inc.	Omaha	7.7%	246
23	Leibman Financial Servces, Inc.	Louisville	7.6%	251
24	Allen Capital Group, LLC	Grand Island	7.5%	2,161
25	Cambridge Advisors Inc	Omaha	7.0%	270
26	Cornerstone Financial Group,llc	Omaha	6.7%	327
27	Iams Wealth Management, LLC	Omaha	6.3%	1,555
28	Capital Consulting & Asset Management	Lincoln	5.9%	170
29	America First Investment Advisors LLC	Omaha	4.7%	254
30	Pflug Koory, LLC	Omaha	4.2%	119
31	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	1.8%	13,665
32	First Nebraska Financial Services	North Platte	1.3%	468
33	Blue Capital	Omaha	0.9%	439
34	Pittenger & Anderson Inc	Lincoln	0.9%	913
35	Bellwether Wealth	Lincoln	0.8%	500
36	Bazis Private Wealth, LLC	Omaha	0.5%	209
37	Stonebridge Wealth Systems LLC	Kearney	0.4%	927
38	Prairie Wealth Advisors, Inc.	Omaha	0.3%	388
39	True Measure Wealth Management	Omaha	0.0%	106
40	Westchester Capital Management Inc	Omaha	-3.9%	515
41	Wealth Advisors Network, Inc.	Hastings	-8.5%	540
42	Sterling Financial Advisors, LLC	Omaha	-20.2%	183
43	Garnett Investment Strategies	Beatrice	-20.9%	425
44	Wealthplan Partners	Omaha	-29.4%	2,424
45	Paradigm Wealth Management	Lincoln	-50.9%	715

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

More rankings

Client growth 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.