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For asset managers
AdvisorIQ

Ranking, Nebraska

Largest wealth firms by assets under management, including broker-dealer firms in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $50.6 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 CWM, LLC Omaha $50.6 billion
2 Ameritas Advisory Services, LLC Broker-dealer affiliated Lincoln $13.7 billion
3 Mutual Advisors, LLC Omaha $9.4 billion
4 Avior Wealth Management, LLC Omaha $6.5 billion
5 Lutz Financial Omaha $3.2 billion
6 Pittenger & Anderson Inc Lincoln $3.0 billion
7 Private Wealth Asset Management Omaha $2.5 billion
8 Wealthplan Investment Management LLC Omaha $2.2 billion
9 Allen Capital Group, LLC Grand Island $1.5 billion
10 Wealthplan Partners Omaha $1.1 billion
11 McMill CPA and Advisors Norfolk $862.3 million
12 Lincoln Capital, LLC Lincoln $844.8 million
13 Stevens Capital Partners Omaha $810.3 million
14 Bellwether Wealth Lincoln $784.0 million
15 Professional Financial Advisors, LLC North Platte $769.8 million
16 Cambridge Advisors Inc Omaha $693.5 million
17 Westchester Capital Management Inc Omaha $691.3 million
18 Smart Wealth, LLC Omaha $686.4 million
19 America First Investment Advisors LLC Omaha $665.1 million
20 Sequent Planning, LLC Omaha $589.5 million
21 Prairie Wealth Advisors, Inc. Omaha $558.0 million
22 Oldfather Financial Services Kearney $556.3 million
23 Arkfeld Wealth Strategies, L.L.C. Omaha $538.0 million
24 Flagstone Financial Management, LLC Lincoln $467.8 million
25 First Nebraska Financial Services North Platte $458.0 million
26 Arnold Weitz & Co Elkhorn $438.1 million
27 Plan A Wealth, LLC Broker-dealer affiliated Lincoln $433.8 million
28 Iams Wealth Management, LLC Omaha $397.2 million
29 Morey & Quinn Wealth Partners Omaha $373.4 million
30 Stonebridge Wealth Systems LLC Kearney $369.1 million
31 Pflug Koory, LLC Omaha $347.0 million
32 Wealth Advisors Network, Inc. Hastings $300.3 million
33 Cornerstone Financial Group,llc Omaha $292.2 million
34 Hiley Hunt Wealth Management, Inc. Omaha $289.6 million
35 Hbe Wealth Management, LLC Lincoln $277.4 million
36 Nabity-Jensen Investment Management, Inc. Omaha $258.5 million
37 Bazis Private Wealth, LLC Omaha $244.1 million
38 Revolution Capital, LLC Omaha $241.9 million
39 True Measure Wealth Management Omaha $241.5 million
40 Keystone Financial Services, LLC Omaha $240.3 million
41 R2 Wealth Management Partners Lincoln $236.0 million
42 Capital Consulting & Asset Management Lincoln $218.7 million
43 Blue Capital Omaha $200.8 million
44 Leibman Financial Servces, Inc. Louisville $173.1 million
45 Walnut Private Equity Partners, LLC Omaha $172.6 million
46 Ellerbrock-Norris Wealth Strategies LLC Omaha $171.6 million
47 Garnett Investment Strategies Beatrice $158.0 million
48 Intentional Retirement, LLC Omaha $150.0 million
49 Sterling Financial Advisors, LLC Omaha $144.6 million
50 Fairway Asset Management, LLC Omaha $117.4 million
51 Paradigm Wealth Management Lincoln $116.3 million
52 Financial Design Group, LLC Lavista $113.4 million
53 Round Table Investment Strategies, LLC Lincoln $106.7 million
54 Convergence Advisory Group Omaha $104.5 million
55 Dessonville Financial Group Incorporated Omaha $83.7 million
56 Sanders Retirement Planning LLC Omaha $62.3 million
57 CWS Wealth Partners Omaha $62.0 million
58 MJB Financial Planning Lincoln $60.2 million
59 Schenkelberg Investments, LLC Omaha $59.5 million
60 Foy Financial Services, Inc. Lincoln $57.9 million
61 Clark Wealth Strategies, Inc Omaha $53.0 million
62 Alta Strada Wealth Management Lincoln $52.7 million
63 Professional Retirement Strategies LLC Omaha $52.1 million
64 Teckmeyer Financial Services, L.L.C. Broker-dealer affiliated Omaha $51.6 million
65 Planvest, LLC Blair $46.7 million
66 Lexus Wealth Management Omaha $42.3 million
67 Footprints Asset Management & Research, Inc. Omaha $41.9 million
68 Guide Rock Capital Management, Inc. Omaha $41.0 million
69 JB Financial Services, Inc. Omaha $36.9 million
70 Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated Omaha $32.0 million
71 Spiehs Wealth Management, Inc. Grand Island $32.0 million
72 Virtue Wealth Counsel, LLC Omaha $30.8 million
73 Modern Asset Management LLC Columbus $30.3 million
74 Arc Element Wealth Design Papillion $29.5 million
75 Carlson Wealth, LLC Omaha $29.5 million
76 Plains Advisory LLC Grand Island $28.9 million
77 Primus Wealth Advisors LLC York $28.4 million
78 Alphaomega Wealth Management, LLC Lincoln $20.2 million
79 Liberty Advisers Inc. Lincoln $19.9 million
80 Executive Wealth Partners Omaha $18.3 million
81 Wealthmark Papillion $18.2 million
82 Fyvie Financial LLC Omaha $15.9 million
83 Ils Financial, LLC Omaha $12.8 million
84 402 Financial Lincoln $10.8 million
85 Kompass Financial Advisors, Inc. Hamlet $9.8 million
86 Longview Investment Management LLC Omaha $8.5 million
87 Adaptive Advice, LLC Omaha $8.3 million
88 Gompert Financial Mitchell $7.4 million
89 Brilliant Financial Advisors LLC Bennington $7.0 million
90 Well Advised, LLC Omaha $6.0 million
91 Maxus Wealth Management LLC Seward $5.9 million
92 First Class Wealth Management LLC Gretna $5.4 million
93 Vogel Wealth Management, LLC Omaha $5.3 million
94 Turner Financial Omaha $5.0 million
95 Echo Financial LLC Arnold $3.4 million
96 Reserve Wealth Planning Omaha $3.4 million
97 TRJ Wealth Management, Inc. Lincoln $2.4 million
98 Canvas Retirement Planning LLC Omaha $2.4 million
99 Spar Wealth Management LLC Elkhorn $2.2 million
100 McTaggart Capital, LLC Omaha $2.1 million

Showing the top 100. Figures are as firms reported them on Form ADV.

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Largest 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.