Ranking, Nebraska

Fastest-growing wealth firms over one year, 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 one year, including broker-dealer firms, with 87.5%, from a base of $432.3 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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.

Fastest-growing wealth firms over one year, including broker-dealer firms in Nebraska
Rank	Firm	City	Growth	Starting value
1	Stevens Capital Partners	Omaha	87.5%	$432.3 million
2	Smart Wealth, LLC	Omaha	56.0%	$440.0 million
3	Ellerbrock-Norris Wealth Strategies LLC	Omaha	55.2%	$110.6 million
4	CWM, LLC	Omaha	49.8%	$33.8 billion
5	Sequent Planning, LLC	Omaha	49.4%	$394.7 million
6	Mutual Advisors, LLC	Omaha	40.0%	$6.8 billion
7	Wealthplan Investment Management LLC	Omaha	38.8%	$1.6 billion
8	Hbe Wealth Management, LLC	Lincoln	37.9%	$201.2 million
9	Westchester Capital Management Inc	Omaha	37.5%	$502.7 million
10	Private Wealth Asset Management	Omaha	36.4%	$1.8 billion
11	Revolution Capital, LLC	Omaha	34.5%	$179.8 million
12	Stonebridge Wealth Systems LLC	Kearney	33.7%	$276.0 million
13	Avior Wealth Management, LLC	Omaha	27.2%	$5.1 billion
14	Professional Financial Advisors, LLC	North Platte	25.4%	$614.1 million
15	Garnett Investment Strategies	Beatrice	24.8%	$126.6 million
16	Flagstone Financial Management, LLC	Lincoln	24.7%	$375.2 million
17	Keystone Financial Services, LLC	Omaha	24.7%	$192.8 million
18	Allen Capital Group, LLC	Grand Island	22.8%	$1.2 billion
19	Lutz Financial	Omaha	22.1%	$2.6 billion
20	Capital Consulting & Asset Management	Lincoln	20.0%	$182.2 million
21	Hiley Hunt Wealth Management, Inc.	Omaha	19.8%	$241.7 million
22	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	19.5%	$11.5 billion
23	Cornerstone Financial Group,llc	Omaha	18.3%	$247.0 million
24	Prairie Wealth Advisors, Inc.	Omaha	18.2%	$472.2 million
25	McMill CPA and Advisors	Norfolk	18.1%	$730.2 million
26	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	17.1%	$370.4 million
27	Iams Wealth Management, LLC	Omaha	15.8%	$343.0 million
28	Bellwether Wealth	Lincoln	14.5%	$685.0 million
29	Intentional Retirement, LLC	Omaha	14.1%	$131.5 million
30	Morey & Quinn Wealth Partners	Omaha	13.8%	$328.1 million
31	Lincoln Capital, LLC	Lincoln	13.7%	$742.9 million
32	Bazis Private Wealth, LLC	Omaha	12.7%	$216.7 million
33	Arkfeld Wealth Strategies, L.L.C.	Omaha	12.3%	$478.9 million
34	America First Investment Advisors LLC	Omaha	12.0%	$593.8 million
35	Cambridge Advisors Inc	Omaha	11.5%	$622.0 million
36	Pflug Koory, LLC	Omaha	11.0%	$312.6 million
37	First Nebraska Financial Services	North Platte	10.9%	$413.0 million
38	Leibman Financial Servces, Inc.	Louisville	10.6%	$156.5 million
39	True Measure Wealth Management	Omaha	9.9%	$219.8 million
40	Nabity-Jensen Investment Management, Inc.	Omaha	8.7%	$237.8 million
41	Arnold Weitz & Co	Elkhorn	7.3%	$408.4 million
42	Sterling Financial Advisors, LLC	Omaha	1.1%	$143.0 million
43	Wealth Advisors Network, Inc.	Hastings	1.1%	$297.0 million
44	Blue Capital	Omaha	-3.8%	$208.8 million
45	Pittenger & Anderson Inc	Lincoln	-8.4%	$3.3 billion
46	Walnut Private Equity Partners, LLC	Omaha	-10.8%	$193.5 million
47	Wealthplan Partners	Omaha	-11.9%	$1.3 billion
48	Paradigm Wealth Management	Lincoln	-69.9%	$386.2 million

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

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Fastest growing 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.