# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-accounts/nebraska/

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: Nebraska
- firms_listed: 99
- rows: rank: 1, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 154206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155344/; rank: 2, crd: 167658, firm: Mutual Advisors, LLC, city: Omaha, state: NE, value: 24295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 3, crd: 135879, firm: Allen Capital Group, LLC, city: Grand Island, state: NE, value: 7162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135879/; rank: 4, crd: 160381, firm: Sequent Planning, LLC, city: Omaha, state: NE, value: 6015, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160381/; rank: 5, crd: 129015, firm: McMill CPA and Advisors, city: Norfolk, state: NE, value: 5656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129015/; rank: 6, crd: 311364, firm: Wealthplan Investment Management LLC, city: Omaha, state: NE, value: 5313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311364/; rank: 7, crd: 148674, firm: Avior Wealth Management, LLC, city: Omaha, state: NE, value: 4894, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148674/; rank: 8, crd: 305026, firm: Wealthplan Partners, city: Omaha, state: NE, value: 3681, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305026/; rank: 9, crd: 315496, firm: Smart Wealth, LLC, city: Omaha, state: NE, value: 3660, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315496/; rank: 10, crd: 173719, firm: Professional Financial Advisors, LLC, city: North Platte, state: NE, value: 3345, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173719/; rank: 11, crd: 327894, firm: Stonebridge Wealth Systems LLC, city: Kearney, state: NE, value: 2820, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327894/; rank: 12, crd: 117273, firm: Lutz Financial, city: Omaha, state: NE, value: 2689, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117273/; rank: 13, crd: 317517, firm: Stevens Capital Partners, city: Omaha, state: NE, value: 2575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317517/; rank: 14, crd: 286085, firm: Iams Wealth Management, LLC, city: Omaha, state: NE, value: 2400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286085/; rank: 15, crd: 315819, firm: Private Wealth Asset Management, city: Omaha, state: NE, value: 2268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315819/; rank: 16, crd: 111033, firm: Pittenger & Anderson Inc, city: Lincoln, state: NE, value: 2261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111033/; rank: 17, crd: 293175, firm: Arkfeld Wealth Strategies, L.L.C., city: Omaha, state: NE, value: 2204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293175/; rank: 18, crd: 41438, firm: Capital Consulting & Asset Management, city: Lincoln, state: NE, value: 1988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/41438/; rank: 19, crd: 308397, firm: Keystone Financial Services, LLC, city: Omaha, state: NE, value: 1695, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308397/; rank: 20, crd: 332074, firm: Morey & Quinn Wealth Partners, city: Omaha, state: NE, value: 1575, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332074/; rank: 21, crd: 300012, firm: Bellwether Wealth, city: Lincoln, state: NE, value: 1461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300012/; rank: 22, crd: 168307, firm: Lincoln Capital, LLC, city: Lincoln, state: NE, value: 1266, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168307/; rank: 23, crd: 339739, firm: Oldfather Financial Services, city: Kearney, state: NE, value: 1231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339739/; rank: 24, crd: 304083, firm: Blue Capital, city: Omaha, state: NE, value: 1170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304083/; rank: 25, crd: 164942, firm: Hiley Hunt Wealth Management, Inc., city: Omaha, state: NE, value: 1044, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164942/; rank: 26, crd: 298667, firm: First Nebraska Financial Services, city: North Platte, state: NE, value: 976, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298667/; rank: 27, crd: 129246, firm: Cornerstone Financial Group,llc, city: Omaha, state: NE, value: 950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129246/; rank: 28, crd: 338490, firm: R2 Wealth Management Partners, city: Lincoln, state: NE, value: 883, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338490/; rank: 29, crd: 104851, firm: Cambridge Advisors Inc, city: Omaha, state: NE, value: 826, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104851/; rank: 30, crd: 282370, firm: Garnett Investment Strategies, city: Beatrice, state: NE, value: 825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282370/; rank: 31, crd: 300496, firm: Revolution Capital, LLC, city: Omaha, state: NE, value: 750, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300496/; rank: 32, crd: 113836, firm: Wealth Advisors Network, Inc., city: Hastings, state: NE, value: 740, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113836/; rank: 33, crd: 110961, firm: Westchester Capital Management Inc, city: Omaha, state: NE, value: 681, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110961/; rank: 34, crd: 128315, firm: Hbe Wealth Management, LLC, city: Lincoln, state: NE, value: 667, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128315/; rank: 35, crd: 106984, firm: America First Investment Advisors LLC, city: Omaha, state: NE, value: 622, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106984/; rank: 36, crd: 308408, firm: Convergence Advisory Group, city: Omaha, state: NE, value: 612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308408/; rank: 37, crd: 323120, firm: Leibman Financial Servces, Inc., city: Louisville, state: NE, value: 573, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323120/; rank: 38, crd: 148605, firm: Bazis Private Wealth, LLC, city: Omaha, state: NE, value: 530, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148605/; rank: 39, crd: 316103, firm: Financial Design Group, LLC, city: Lavista, state: NE, value: 527, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316103/; rank: 40, crd: 325200, firm: Lexus Wealth Management, city: Omaha, state: NE, value: 490, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325200/; rank: 41, crd: 310655, firm: Intentional Retirement, LLC, city: Omaha, state: NE, value: 465, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310655/; rank: 42, crd: 165266, firm: Prairie Wealth Advisors, Inc., city: Omaha, state: NE, value: 389, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165266/; rank: 43, crd: 139492, firm: Round Table Investment Strategies, LLC, city: Lincoln, state: NE, value: 382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139492/; rank: 44, crd: 285484, firm: Flagstone Financial Management, LLC, city: Lincoln, state: NE, value: 353, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285484/; rank: 45, crd: 282055, firm: Paradigm Wealth Management, city: Lincoln, state: NE, value: 351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282055/; rank: 46, crd: 318362, firm: Carlson Wealth, LLC, city: Omaha, state: NE, value: 348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318362/; rank: 47, crd: 287808, firm: Professional Retirement Strategies LLC, city: Omaha, state: NE, value: 344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287808/; rank: 48, crd: 116265, firm: True Measure Wealth Management, city: Omaha, state: NE, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116265/; rank: 48, crd: 295099, firm: Ellerbrock-Norris Wealth Strategies LLC, city: Omaha, state: NE, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295099/; rank: 50, crd: 107783, firm: Sterling Financial Advisors, LLC, city: Omaha, state: NE, value: 321, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107783/; rank: 51, crd: 283281, firm: Schenkelberg Investments, LLC, city: Omaha, state: NE, value: 304, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283281/; rank: 52, crd: 328455, firm: Spiehs Wealth Management, Inc., city: Grand Island, state: NE, value: 287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328455/; rank: 53, crd: 333590, firm: Sanders Retirement Planning LLC, city: Omaha, state: NE, value: 281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333590/; rank: 54, crd: 128768, firm: Modern Asset Management LLC, city: Columbus, state: NE, value: 273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128768/; rank: 55, crd: 309669, firm: Planvest, LLC, city: Blair, state: NE, value: 249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309669/; rank: 56, crd: 316112, firm: CWS Wealth Partners, city: Omaha, state: NE, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316112/; rank: 57, crd: 128455, firm: Nabity-Jensen Investment Management, Inc., city: Omaha, state: NE, value: 217, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128455/; rank: 58, crd: 118828, firm: Foy Financial Services, Inc., city: Lincoln, state: NE, value: 194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118828/; rank: 59, crd: 118132, firm: Dessonville Financial Group Incorporated, city: Omaha, state: NE, value: 174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118132/; rank: 60, crd: 149820, firm: Guide Rock Capital Management, Inc., city: Omaha, state: NE, value: 165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149820/; rank: 61, crd: 128040, firm: Footprints Asset Management & Research, Inc., city: Omaha, state: NE, value: 162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128040/; rank: 62, crd: 139373, firm: JB Financial Services, Inc., city: Omaha, state: NE, value: 159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139373/; rank: 63, crd: 298592, firm: Virtue Wealth Counsel, LLC, city: Omaha, state: NE, value: 145, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298592/; rank: 64, crd: 300110, firm: Plains Advisory LLC, city: Grand Island, state: NE, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300110/; rank: 64, crd: 309375, firm: Fyvie Financial LLC, city: Omaha, state: NE, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309375/; rank: 66, crd: 109268, firm: Pflug Koory, LLC, city: Omaha, state: NE, value: 124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109268/; rank: 67, crd: 141373, firm: MJB Financial Planning, city: Lincoln, state: NE, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141373/; rank: 68, crd: 318321, firm: Alphaomega Wealth Management, LLC, city: Lincoln, state: NE, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318321/; rank: 69, crd: 281233, firm: Liberty Advisers Inc., city: Lincoln, state: NE, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281233/; rank: 70, crd: 146090, firm: Clark Wealth Strategies, Inc, city: Omaha, state: NE, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146090/; rank: 71, crd: 327147, firm: Brilliant Financial Advisors LLC, city: Bennington, state: NE, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327147/; rank: 72, crd: 146636, firm: Fairway Asset Management, LLC, city: Omaha, state: NE, value: 83, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146636/; rank: 73, crd: 331726, firm: 402 Financial, city: Lincoln, state: NE, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331726/; rank: 74, crd: 331725, firm: Ils Financial, LLC, city: Omaha, state: NE, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331725/; rank: 75, crd: 301256, firm: Longview Investment Management LLC, city: Omaha, state: NE, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301256/; rank: 76, crd: 108026, firm: Arnold Weitz & Co, city: Elkhorn, state: NE, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108026/; rank: 77, crd: 329935, firm: Arc Element Wealth Design, city: Papillion, state: NE, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329935/; rank: 78, crd: 324698, firm: Echo Financial LLC, city: Arnold, state: NE, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324698/; rank: 79, crd: 337545, firm: Alta Strada Wealth Management, city: Lincoln, state: NE, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337545/; rank: 80, crd: 310529, firm: Adaptive Advice, LLC, city: Omaha, state: NE, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310529/; rank: 81, crd: 326148, firm: Well Advised, LLC, city: Omaha, state: NE, value: 44, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326148/; rank: 82, crd: 333825, firm: Maxus Wealth Management LLC, city: Seward, state: NE, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333825/; rank: 83, crd: 283600, firm: Wealthmark, city: Papillion, state: NE, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283600/; rank: 83, crd: 325033, firm: Reserve Wealth Planning, city: Omaha, state: NE, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325033/; rank: 85, crd: 135401, firm: Kompass Financial Advisors, Inc., city: Hamlet, state: NE, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135401/; rank: 86, crd: 153780, firm: Gompert Financial, city: Mitchell, state: NE, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153780/; rank: 87, crd: 326498, firm: Vogel Wealth Management, LLC, city: Omaha, state: NE, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326498/; rank: 88, crd: 334842, firm: Turner Financial, city: Omaha, state: NE, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334842/; rank: 89, crd: 297608, firm: Executive Wealth Partners, city: Omaha, state: NE, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297608/; rank: 90, crd: 299289, firm: McTaggart Capital, LLC, city: Omaha, state: NE, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299289/; rank: 91, crd: 289438, firm: Primus Wealth Advisors LLC, city: York, state: NE, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289438/; rank: 92, crd: 128661, firm: TRJ Wealth Management, Inc., city: Lincoln, state: NE, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128661/; rank: 92, crd: 327102, firm: First Class Wealth Management LLC, city: Gretna, state: NE, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327102/; rank: 94, crd: 322475, firm: Canvas Retirement Planning LLC, city: Omaha, state: NE, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322475/; rank: 95, crd: 292723, firm: Spar Wealth Management LLC, city: Elkhorn, state: NE, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292723/; rank: 96, crd: 313224, firm: Charles Capital, city: Papillion, state: NE, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313224/; rank: 97, crd: 333516, firm: Harsh Wealth Management LLC, city: not stated, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333516/; rank: 98, crd: 168840, firm: Walnut Private Equity Partners, LLC, city: Omaha, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168840/; rank: 98, crd: 307634, firm: Camston Asset Management, LLC, city: Omaha, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307634/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [RIA market data for Nebraska](https://advisoriq.com/ria/states/nebraska/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/nebraska/

License: https://advisoriq.com/license/