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For asset managers
AdvisorIQ

Ranking, Nebraska

Wealth firms with the most accounts, including broker-dealer firms in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 154,206.

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

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 Ameritas Advisory Services, LLC Broker-dealer affiliated Lincoln 45,299
3 Mutual Advisors, LLC Omaha 24,295
4 Allen Capital Group, LLC Grand Island 7,162
5 Sequent Planning, LLC Omaha 6,015
6 McMill CPA and Advisors Norfolk 5,656
7 Wealthplan Investment Management LLC Omaha 5,313
8 Avior Wealth Management, LLC Omaha 4,894
9 Wealthplan Partners Omaha 3,681
10 Smart Wealth, LLC Omaha 3,660
11 Professional Financial Advisors, LLC North Platte 3,345
12 Stonebridge Wealth Systems LLC Kearney 2,820
13 Lutz Financial Omaha 2,689
14 Stevens Capital Partners Omaha 2,575
15 Iams Wealth Management, LLC Omaha 2,400
16 Private Wealth Asset Management Omaha 2,268
17 Pittenger & Anderson Inc Lincoln 2,261
18 Arkfeld Wealth Strategies, L.L.C. Omaha 2,204
19 Plan A Wealth, LLC Broker-dealer affiliated Lincoln 2,203
20 Capital Consulting & Asset Management Lincoln 1,988
21 Keystone Financial Services, LLC Omaha 1,695
22 Morey & Quinn Wealth Partners Omaha 1,575
23 Bellwether Wealth Lincoln 1,461
24 Lincoln Capital, LLC Lincoln 1,266
25 Oldfather Financial Services Kearney 1,231
26 Blue Capital Omaha 1,170
27 Hiley Hunt Wealth Management, Inc. Omaha 1,044
28 First Nebraska Financial Services North Platte 976
29 Cornerstone Financial Group,llc Omaha 950
30 R2 Wealth Management Partners Lincoln 883
31 Cambridge Advisors Inc Omaha 826
32 Garnett Investment Strategies Beatrice 825
33 Revolution Capital, LLC Omaha 750
34 Wealth Advisors Network, Inc. Hastings 740
35 Westchester Capital Management Inc Omaha 681
36 Hbe Wealth Management, LLC Lincoln 667
37 America First Investment Advisors LLC Omaha 622
38 Convergence Advisory Group Omaha 612
39 Leibman Financial Servces, Inc. Louisville 573
40 Bazis Private Wealth, LLC Omaha 530
41 Financial Design Group, LLC Lavista 527
42 Lexus Wealth Management Omaha 490
43 Intentional Retirement, LLC Omaha 465
44 Prairie Wealth Advisors, Inc. Omaha 389
45 Round Table Investment Strategies, LLC Lincoln 382
46 Flagstone Financial Management, LLC Lincoln 353
47 Paradigm Wealth Management Lincoln 351
48 Carlson Wealth, LLC Omaha 348
49 Professional Retirement Strategies LLC Omaha 344
50 True Measure Wealth Management Omaha 342
50 Ellerbrock-Norris Wealth Strategies LLC Omaha 342
52 Sterling Financial Advisors, LLC Omaha 321
53 Schenkelberg Investments, LLC Omaha 304
54 Spiehs Wealth Management, Inc. Grand Island 287
55 Sanders Retirement Planning LLC Omaha 281
56 Modern Asset Management LLC Columbus 273
57 Planvest, LLC Blair 249
58 CWS Wealth Partners Omaha 221
59 Nabity-Jensen Investment Management, Inc. Omaha 217
60 Foy Financial Services, Inc. Lincoln 194
61 Dessonville Financial Group Incorporated Omaha 174
62 Guide Rock Capital Management, Inc. Omaha 165
63 Footprints Asset Management & Research, Inc. Omaha 162
64 JB Financial Services, Inc. Omaha 159
65 Virtue Wealth Counsel, LLC Omaha 145
66 Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated Omaha 144
67 Plains Advisory LLC Grand Island 141
67 Fyvie Financial LLC Omaha 141
69 Pflug Koory, LLC Omaha 124
70 MJB Financial Planning Lincoln 120
71 Alphaomega Wealth Management, LLC Lincoln 98
72 Liberty Advisers Inc. Lincoln 93
73 Clark Wealth Strategies, Inc Omaha 87
74 Brilliant Financial Advisors LLC Bennington 86
75 Fairway Asset Management, LLC Omaha 83
76 402 Financial Lincoln 81
77 Ils Financial, LLC Omaha 69
78 Longview Investment Management LLC Omaha 68
79 Arnold Weitz & Co Elkhorn 66
80 Arc Element Wealth Design Papillion 63
81 Echo Financial LLC Arnold 60
82 Alta Strada Wealth Management Lincoln 54
83 Adaptive Advice, LLC Omaha 48
84 Teckmeyer Financial Services, L.L.C. Broker-dealer affiliated Omaha 44
84 Well Advised, LLC Omaha 44
86 Maxus Wealth Management LLC Seward 42
87 Wealthmark Papillion 41
87 Reserve Wealth Planning Omaha 41
89 Kompass Financial Advisors, Inc. Hamlet 32
90 Gompert Financial Mitchell 29
91 Vogel Wealth Management, LLC Omaha 28
92 Turner Financial Omaha 26
93 Executive Wealth Partners Omaha 25
94 McTaggart Capital, LLC Omaha 23
95 Primus Wealth Advisors LLC York 20
96 TRJ Wealth Management, Inc. Lincoln 18
96 First Class Wealth Management LLC Gretna 18
98 Canvas Retirement Planning LLC Omaha 14
99 Spar Wealth Management LLC Elkhorn 13
100 Charles Capital Papillion 8

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

More rankings

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.