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RIA directory Rankings Most advisory staff Nebraska
Ranking, Nebraska
Independent RIAs with the most advisory staff in Nebraska
As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 472.
Include wirehouses and broker-dealer firms
Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.
Independent RIAs with the most advisory staff in Nebraska
Rank
Firm
City
Most advisory staff
1
CWM, LLC
Omaha
472
2
Mutual Advisors, LLC
Omaha
158
3
Avior Wealth Management, LLC
Omaha
125
4
Sequent Planning, LLC
Omaha
76
5
Iams Wealth Management, LLC
Omaha
53
6
Wealthplan Partners
Omaha
26
7
McMill CPA and Advisors
Norfolk
22
7
Private Wealth Asset Management
Omaha
22
9
Allen Capital Group, LLC
Grand Island
21
10
Smart Wealth, LLC
Omaha
17
11
Lutz Financial
Omaha
15
12
Pittenger & Anderson Inc
Lincoln
14
12
Wealthplan Investment Management LLC
Omaha
14
14
Prairie Wealth Advisors, Inc.
Omaha
10
14
Stevens Capital Partners
Omaha
10
14
Stonebridge Wealth Systems LLC
Kearney
10
17
Wealth Advisors Network, Inc.
Hastings
8
18
America First Investment Advisors LLC
Omaha
7
18
Professional Financial Advisors, LLC
North Platte
7
18
Bellwether Wealth
Lincoln
7
18
Keystone Financial Services, LLC
Omaha
7
22
Cambridge Advisors Inc
Omaha
6
23
Hbe Wealth Management, LLC
Lincoln
5
23
Cornerstone Financial Group,llc
Omaha
5
23
Flagstone Financial Management, LLC
Lincoln
5
23
Arkfeld Wealth Strategies, L.L.C.
Omaha
5
23
Convergence Advisory Group
Omaha
5
28
Sterling Financial Advisors, LLC
Omaha
4
28
Clark Wealth Strategies, Inc
Omaha
4
28
Bazis Private Wealth, LLC
Omaha
4
28
Lincoln Capital, LLC
Lincoln
4
28
Revolution Capital, LLC
Omaha
4
28
Blue Capital
Omaha
4
28
Leibman Financial Servces, Inc.
Louisville
4
28
Oldfather Financial Services
Kearney
4
36
Capital Consulting & Asset Management
Lincoln
3
36
Westchester Capital Management Inc
Omaha
3
36
Round Table Investment Strategies, LLC
Lincoln
3
36
Fairway Asset Management, LLC
Omaha
3
36
Hiley Hunt Wealth Management, Inc.
Omaha
3
36
Virtue Wealth Counsel, LLC
Omaha
3
36
First Nebraska Financial Services
North Platte
3
36
Fit Wealth
Grand Island
3
36
Lexus Wealth Management
Omaha
3
36
Morey & Quinn Wealth Partners
Omaha
3
36
R2 Wealth Management Partners
Lincoln
3
36
Little Bird Financial, LLC
Waterloo
3
48
Arnold Weitz & Co
Elkhorn
2
48
Pflug Koory, LLC
Omaha
2
48
Dessonville Financial Group Incorporated
Omaha
2
48
Footprints Asset Management & Research, Inc.
Omaha
2
48
Nabity-Jensen Investment Management, Inc.
Omaha
2
48
Guide Rock Capital Management, Inc.
Omaha
2
48
Walnut Private Equity Partners, LLC
Omaha
2
48
Paradigm Wealth Management
Lincoln
2
48
Garnett Investment Strategies
Beatrice
2
48
Professional Retirement Strategies LLC
Omaha
2
48
Ellerbrock-Norris Wealth Strategies LLC
Omaha
2
48
Adaptive Advice, LLC
Omaha
2
48
Financial Design Group, LLC
Lavista
2
48
CWS Wealth Partners
Omaha
2
48
Vogel Wealth Management, LLC
Omaha
2
48
402 Financial
Lincoln
2
48
Sanders Retirement Planning LLC
Omaha
2
48
Alta Strada Wealth Management
Lincoln
2
66
True Measure Wealth Management
Omaha
1
66
Foy Financial Services, Inc.
Lincoln
1
66
TRJ Wealth Management, Inc.
Lincoln
1
66
Modern Asset Management LLC
Columbus
1
66
Kompass Financial Advisors, Inc.
Hamlet
1
66
JB Financial Services, Inc.
Omaha
1
66
MJB Financial Planning
Lincoln
1
66
Sipherd Wealth Management, LLC
Lincoln
1
66
Legacy Estate Planning Group, Inc.
Omaha
1
66
Gompert Financial
Mitchell
1
66
Liberty Advisers Inc.
Lincoln
1
66
Schenkelberg Investments, LLC
Omaha
1
66
Wealthmark
Papillion
1
66
Doctors Family Office LLC
Omaha
1
66
Primus Wealth Advisors LLC
York
1
66
Brokerage Specialists
Grand Island
1
66
P23 Financial, Inc
Lincoln
1
66
Spar Wealth Management LLC
Elkhorn
1
66
Executive Wealth Partners
Omaha
1
66
McTaggart Capital, LLC
Omaha
1
66
Plains Advisory LLC
Grand Island
1
66
Longview Investment Management LLC
Omaha
1
66
Camston Asset Management, LLC
Omaha
1
66
Fyvie Financial LLC
Omaha
1
66
Planvest, LLC
Blair
1
66
Intentional Retirement, LLC
Omaha
1
66
Family Financial Planning
Nebraska City
1
66
Moat Capital
Omaha
1
66
Charles Capital
Papillion
1
66
Alphaomega Wealth Management, LLC
Lincoln
1
66
Carlson Wealth, LLC
Omaha
1
66
Find Your FI
Omaha
1
66
Canvas Retirement Planning LLC
Omaha
1
66
Echo Financial LLC
Arnold
1
66
Reserve Wealth Planning
Omaha
1
66
Well Advised, LLC
Omaha
1
66
First Class Wealth Management LLC
Gretna
1
66
Brilliant Financial Advisors LLC
Bennington
1
66
Spiehs Wealth Management, Inc.
Grand Island
1
66
Arc Element Wealth Design
Papillion
1
66
Fair Winds Financial Planning
Papillion
1
66
Ils Financial, LLC
Omaha
1
66
Harsh Wealth Management LLC
Not reported
1
66
Maxus Wealth Management LLC
Seward
1
66
Turner Financial
Omaha
1
66
Barrett FP LLC
Elkhorn
1
66
Open Prairie Wealth Management
Omaha
1
66
Your Everyday Roi
Howells
1
66
Moyer Financials LLC
Omaha
1
66
Skyline Wealth Management
Hastings
1
66
Schneider Wealth Management LLC
Omaha
1
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most advisory staff 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 .