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For asset managers
AdvisorIQ

Ranking, Nebraska

Fastest-growing wealth firms over three years, including broker-dealer firms in Nebraska

As of October 2, 2026, Stevens Capital Partners ranked #1 in Nebraska in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 57.6%, from a base of $207.1 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Rank Firm City Growth Starting value
1 Stevens Capital Partners Omaha 57.6% $207.1 million
2 Smart Wealth, LLC Omaha 48.1% $211.2 million
3 Private Wealth Asset Management Omaha 39.7% $926.2 million
4 Avior Wealth Management, LLC Omaha 38.7% $2.4 billion
5 Iams Wealth Management, LLC Omaha 37.5% $152.7 million
6 CWM, LLC Omaha 36.4% $19.9 billion
7 Wealthplan Investment Management LLC Omaha 35.9% $869.7 million
8 Professional Financial Advisors, LLC North Platte 35.8% $307.3 million
9 Sequent Planning, LLC Omaha 33.4% $248.2 million
10 Hbe Wealth Management, LLC Lincoln 29.2% $128.6 million
11 Hiley Hunt Wealth Management, Inc. Omaha 23.4% $154.0 million
12 Plan A Wealth, LLC Broker-dealer affiliated Lincoln 22.9% $233.6 million
13 Flagstone Financial Management, LLC Lincoln 22.8% $252.5 million
14 Allen Capital Group, LLC Grand Island 22.6% $815.7 million
15 Lutz Financial Omaha 22.6% $1.7 billion
16 Keystone Financial Services, LLC Omaha 21.8% $133.0 million
17 Mutual Advisors, LLC Omaha 21.2% $5.3 billion
18 Bellwether Wealth Lincoln 19.9% $454.7 million
19 Arkfeld Wealth Strategies, L.L.C. Omaha 19.0% $319.1 million
20 Arnold Weitz & Co Elkhorn 17.5% $270.1 million
21 Ameritas Advisory Services, LLC Broker-dealer affiliated Lincoln 17.2% $8.5 billion
22 McMill CPA and Advisors Norfolk 16.5% $545.6 million
23 America First Investment Advisors LLC Omaha 16.1% $425.1 million
24 Lincoln Capital, LLC Lincoln 16.1% $540.4 million
25 First Nebraska Financial Services North Platte 15.6% $296.7 million
26 Westchester Capital Management Inc Omaha 15.2% $452.5 million
27 Leibman Financial Servces, Inc. Louisville 15.1% $113.6 million
28 Bazis Private Wealth, LLC Omaha 14.6% $162.4 million
29 Nabity-Jensen Investment Management, Inc. Omaha 13.4% $177.2 million
30 Walnut Private Equity Partners, LLC Omaha 11.5% $124.6 million
31 Wealth Advisors Network, Inc. Hastings 10.9% $220.1 million
32 Pittenger & Anderson Inc Lincoln 10.4% $2.3 billion
33 Prairie Wealth Advisors, Inc. Omaha 9.8% $421.6 million
34 Cambridge Advisors Inc Omaha 9.3% $530.5 million
35 Pflug Koory, LLC Omaha 7.5% $279.1 million
36 True Measure Wealth Management Omaha 7.2% $196.2 million
37 Blue Capital Omaha 5.4% $171.3 million
38 Capital Consulting & Asset Management Lincoln -6.3% $265.5 million
39 Wealthplan Partners Omaha -11.6% $1.6 billion
40 Paradigm Wealth Management Lincoln -25.6% $282.6 million

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

More rankings

Fastest growing, 3 years 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.