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AdvisorIQ

Ranking, Nebraska

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

As of October 2, 2026, Wealthplan Investment Management LLC ranked #1 in Nebraska in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 32.5%, from a base of $535.6 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 five years between the SEC snapshots of October 4, 2021 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 Wealthplan Investment Management LLC Omaha 32.5% $535.6 million
2 Avior Wealth Management, LLC Omaha 31.0% $1.7 billion
3 CWM, LLC Omaha 27.2% $15.2 billion
4 Professional Financial Advisors, LLC North Platte 22.4% $279.7 million
5 Mutual Advisors, LLC Omaha 21.3% $3.6 billion
6 Hbe Wealth Management, LLC Lincoln 20.7% $108.2 million
7 Sequent Planning, LLC Omaha 20.7% $230.0 million
8 Plan A Wealth, LLC Broker-dealer affiliated Lincoln 19.7% $176.6 million
9 Bellwether Wealth Lincoln 19.0% $327.9 million
10 Keystone Financial Services, LLC Omaha 17.5% $107.3 million
11 Flagstone Financial Management, LLC Lincoln 17.5% $209.2 million
12 Lutz Financial Omaha 17.3% $1.4 billion
13 Hiley Hunt Wealth Management, Inc. Omaha 17.2% $131.0 million
14 Allen Capital Group, LLC Grand Island 16.1% $712.0 million
15 First Nebraska Financial Services North Platte 15.2% $225.5 million
16 Arkfeld Wealth Strategies, L.L.C. Omaha 14.8% $270.2 million
17 McMill CPA and Advisors Norfolk 14.7% $435.1 million
18 Wealth Advisors Network, Inc. Hastings 14.5% $152.4 million
19 Arnold Weitz & Co Elkhorn 13.7% $230.2 million
20 Lincoln Capital, LLC Lincoln 12.1% $476.8 million
21 America First Investment Advisors LLC Omaha 11.4% $388.3 million
22 Blue Capital Omaha 10.7% $121.0 million
23 Nabity-Jensen Investment Management, Inc. Omaha 10.0% $160.6 million
24 Westchester Capital Management Inc Omaha 9.9% $431.7 million
25 Bazis Private Wealth, LLC Omaha 9.8% $153.1 million
26 Prairie Wealth Advisors, Inc. Omaha 9.7% $350.7 million
27 Pittenger & Anderson Inc Lincoln 8.2% $2.0 billion
28 Pflug Koory, LLC Omaha 6.8% $249.8 million
29 True Measure Wealth Management Omaha 6.1% $179.4 million
30 Cambridge Advisors Inc Omaha 5.2% $538.3 million
31 Walnut Private Equity Partners, LLC Omaha 4.9% $136.0 million
32 Capital Consulting & Asset Management Lincoln -3.4% $260.3 million
33 Wealthplan Partners Omaha -9.9% $1.9 billion
34 Paradigm Wealth Management Lincoln -14.2% $250.8 million

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

More rankings

Fastest growing, 5 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.