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For asset managers
AdvisorIQ

Ranking, Nebraska

Independent RIAs with the most accounts in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the most accounts, with 154,206.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 CWM, LLC Omaha 154,206
2 Mutual Advisors, LLC Omaha 24,295
3 Allen Capital Group, LLC Grand Island 7,162
4 Sequent Planning, LLC Omaha 6,015
5 McMill CPA and Advisors Norfolk 5,656
6 Wealthplan Investment Management LLC Omaha 5,313
7 Avior Wealth Management, LLC Omaha 4,894
8 Wealthplan Partners Omaha 3,681
9 Smart Wealth, LLC Omaha 3,660
10 Professional Financial Advisors, LLC North Platte 3,345
11 Stonebridge Wealth Systems LLC Kearney 2,820
12 Lutz Financial Omaha 2,689
13 Stevens Capital Partners Omaha 2,575
14 Iams Wealth Management, LLC Omaha 2,400
15 Private Wealth Asset Management Omaha 2,268
16 Pittenger & Anderson Inc Lincoln 2,261
17 Arkfeld Wealth Strategies, L.L.C. Omaha 2,204
18 Capital Consulting & Asset Management Lincoln 1,988
19 Keystone Financial Services, LLC Omaha 1,695
20 Morey & Quinn Wealth Partners Omaha 1,575
21 Bellwether Wealth Lincoln 1,461
22 Lincoln Capital, LLC Lincoln 1,266
23 Oldfather Financial Services Kearney 1,231
24 Blue Capital Omaha 1,170
25 Hiley Hunt Wealth Management, Inc. Omaha 1,044
26 First Nebraska Financial Services North Platte 976
27 Cornerstone Financial Group,llc Omaha 950
28 R2 Wealth Management Partners Lincoln 883
29 Cambridge Advisors Inc Omaha 826
30 Garnett Investment Strategies Beatrice 825
31 Revolution Capital, LLC Omaha 750
32 Wealth Advisors Network, Inc. Hastings 740
33 Westchester Capital Management Inc Omaha 681
34 Hbe Wealth Management, LLC Lincoln 667
35 America First Investment Advisors LLC Omaha 622
36 Convergence Advisory Group Omaha 612
37 Leibman Financial Servces, Inc. Louisville 573
38 Bazis Private Wealth, LLC Omaha 530
39 Financial Design Group, LLC Lavista 527
40 Lexus Wealth Management Omaha 490
41 Intentional Retirement, LLC Omaha 465
42 Prairie Wealth Advisors, Inc. Omaha 389
43 Round Table Investment Strategies, LLC Lincoln 382
44 Flagstone Financial Management, LLC Lincoln 353
45 Paradigm Wealth Management Lincoln 351
46 Carlson Wealth, LLC Omaha 348
47 Professional Retirement Strategies LLC Omaha 344
48 True Measure Wealth Management Omaha 342
48 Ellerbrock-Norris Wealth Strategies LLC Omaha 342
50 Sterling Financial Advisors, LLC Omaha 321
51 Schenkelberg Investments, LLC Omaha 304
52 Spiehs Wealth Management, Inc. Grand Island 287
53 Sanders Retirement Planning LLC Omaha 281
54 Modern Asset Management LLC Columbus 273
55 Planvest, LLC Blair 249
56 CWS Wealth Partners Omaha 221
57 Nabity-Jensen Investment Management, Inc. Omaha 217
58 Foy Financial Services, Inc. Lincoln 194
59 Dessonville Financial Group Incorporated Omaha 174
60 Guide Rock Capital Management, Inc. Omaha 165
61 Footprints Asset Management & Research, Inc. Omaha 162
62 JB Financial Services, Inc. Omaha 159
63 Virtue Wealth Counsel, LLC Omaha 145
64 Plains Advisory LLC Grand Island 141
64 Fyvie Financial LLC Omaha 141
66 Pflug Koory, LLC Omaha 124
67 MJB Financial Planning Lincoln 120
68 Alphaomega Wealth Management, LLC Lincoln 98
69 Liberty Advisers Inc. Lincoln 93
70 Clark Wealth Strategies, Inc Omaha 87
71 Brilliant Financial Advisors LLC Bennington 86
72 Fairway Asset Management, LLC Omaha 83
73 402 Financial Lincoln 81
74 Ils Financial, LLC Omaha 69
75 Longview Investment Management LLC Omaha 68
76 Arnold Weitz & Co Elkhorn 66
77 Arc Element Wealth Design Papillion 63
78 Echo Financial LLC Arnold 60
79 Alta Strada Wealth Management Lincoln 54
80 Adaptive Advice, LLC Omaha 48
81 Well Advised, LLC Omaha 44
82 Maxus Wealth Management LLC Seward 42
83 Wealthmark Papillion 41
83 Reserve Wealth Planning Omaha 41
85 Kompass Financial Advisors, Inc. Hamlet 32
86 Gompert Financial Mitchell 29
87 Vogel Wealth Management, LLC Omaha 28
88 Turner Financial Omaha 26
89 Executive Wealth Partners Omaha 25
90 McTaggart Capital, LLC Omaha 23
91 Primus Wealth Advisors LLC York 20
92 TRJ Wealth Management, Inc. Lincoln 18
92 First Class Wealth Management LLC Gretna 18
94 Canvas Retirement Planning LLC Omaha 14
95 Spar Wealth Management LLC Elkhorn 13
96 Charles Capital Papillion 8
97 Harsh Wealth Management LLC Not reported 3
98 Walnut Private Equity Partners, LLC Omaha 2
98 Camston Asset Management, LLC Omaha 2

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

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Most accounts 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.