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AdvisorIQ

Ranking, Nebraska

Wealth firms with the most advisory staff, 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 advisory staff, including broker-dealer firms, with 472.

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

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.

Rank Firm City Most advisory staff
1 CWM, LLC Omaha 472
2 Ameritas Advisory Services, LLC Broker-dealer affiliated Lincoln 366
3 Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated Omaha 285
4 Mutual Advisors, LLC Omaha 158
5 Avior Wealth Management, LLC Omaha 125
6 Sequent Planning, LLC Omaha 76
7 Iams Wealth Management, LLC Omaha 53
8 Wealthplan Partners Omaha 26
9 McMill CPA and Advisors Norfolk 22
9 Private Wealth Asset Management Omaha 22
11 Allen Capital Group, LLC Grand Island 21
12 Smart Wealth, LLC Omaha 17
13 Lutz Financial Omaha 15
14 Pittenger & Anderson Inc Lincoln 14
14 Wealthplan Investment Management LLC Omaha 14
16 Prairie Wealth Advisors, Inc. Omaha 10
16 Stevens Capital Partners Omaha 10
16 Stonebridge Wealth Systems LLC Kearney 10
19 Wealth Advisors Network, Inc. Hastings 8
20 America First Investment Advisors LLC Omaha 7
20 Professional Financial Advisors, LLC North Platte 7
20 Bellwether Wealth Lincoln 7
20 Keystone Financial Services, LLC Omaha 7
24 Cambridge Advisors Inc Omaha 6
24 Plan A Wealth, LLC Broker-dealer affiliated Lincoln 6
26 Hbe Wealth Management, LLC Lincoln 5
26 Cornerstone Financial Group,llc Omaha 5
26 Flagstone Financial Management, LLC Lincoln 5
26 Arkfeld Wealth Strategies, L.L.C. Omaha 5
26 Convergence Advisory Group Omaha 5
31 Sterling Financial Advisors, LLC Omaha 4
31 Clark Wealth Strategies, Inc Omaha 4
31 Bazis Private Wealth, LLC Omaha 4
31 Lincoln Capital, LLC Lincoln 4
31 Revolution Capital, LLC Omaha 4
31 Blue Capital Omaha 4
31 Leibman Financial Servces, Inc. Louisville 4
31 Oldfather Financial Services Kearney 4
39 Teckmeyer Financial Services, L.L.C. Broker-dealer affiliated Omaha 3
39 Capital Consulting & Asset Management Lincoln 3
39 Westchester Capital Management Inc Omaha 3
39 Round Table Investment Strategies, LLC Lincoln 3
39 Fairway Asset Management, LLC Omaha 3
39 Hiley Hunt Wealth Management, Inc. Omaha 3
39 Virtue Wealth Counsel, LLC Omaha 3
39 First Nebraska Financial Services North Platte 3
39 Fit Wealth Grand Island 3
39 Lexus Wealth Management Omaha 3
39 Morey & Quinn Wealth Partners Omaha 3
39 R2 Wealth Management Partners Lincoln 3
39 Little Bird Financial, LLC Waterloo 3
52 Arnold Weitz & Co Elkhorn 2
52 Pflug Koory, LLC Omaha 2
52 Dessonville Financial Group Incorporated Omaha 2
52 Footprints Asset Management & Research, Inc. Omaha 2
52 Nabity-Jensen Investment Management, Inc. Omaha 2
52 Guide Rock Capital Management, Inc. Omaha 2
52 Walnut Private Equity Partners, LLC Omaha 2
52 Paradigm Wealth Management Lincoln 2
52 Garnett Investment Strategies Beatrice 2
52 Professional Retirement Strategies LLC Omaha 2
52 Ellerbrock-Norris Wealth Strategies LLC Omaha 2
52 Adaptive Advice, LLC Omaha 2
52 Financial Design Group, LLC Lavista 2
52 CWS Wealth Partners Omaha 2
52 Vogel Wealth Management, LLC Omaha 2
52 402 Financial Lincoln 2
52 Sanders Retirement Planning LLC Omaha 2
52 Alta Strada Wealth Management Lincoln 2
70 True Measure Wealth Management Omaha 1
70 Foy Financial Services, Inc. Lincoln 1
70 TRJ Wealth Management, Inc. Lincoln 1
70 Modern Asset Management LLC Columbus 1
70 Kompass Financial Advisors, Inc. Hamlet 1
70 JB Financial Services, Inc. Omaha 1
70 MJB Financial Planning Lincoln 1
70 Sipherd Wealth Management, LLC Lincoln 1
70 Legacy Estate Planning Group, Inc. Omaha 1
70 Gompert Financial Mitchell 1
70 Liberty Advisers Inc. Lincoln 1
70 Schenkelberg Investments, LLC Omaha 1
70 Wealthmark Papillion 1
70 Doctors Family Office LLC Omaha 1
70 Primus Wealth Advisors LLC York 1
70 Brokerage Specialists Grand Island 1
70 P23 Financial, Inc Lincoln 1
70 Spar Wealth Management LLC Elkhorn 1
70 Executive Wealth Partners Omaha 1
70 McTaggart Capital, LLC Omaha 1
70 Plains Advisory LLC Grand Island 1
70 Longview Investment Management LLC Omaha 1
70 Camston Asset Management, LLC Omaha 1
70 Fyvie Financial LLC Omaha 1
70 Planvest, LLC Blair 1
70 Intentional Retirement, LLC Omaha 1
70 Family Financial Planning Nebraska City 1
70 Moat Capital Omaha 1
70 Charles Capital Papillion 1
70 Alphaomega Wealth Management, LLC Lincoln 1
70 Carlson Wealth, LLC Omaha 1
70 Find Your FI Omaha 1
70 Canvas Retirement Planning LLC Omaha 1
70 Echo Financial LLC Arnold 1
70 Reserve Wealth Planning Omaha 1
70 Well Advised, LLC Omaha 1
70 First Class Wealth Management LLC Gretna 1
70 Brilliant Financial Advisors LLC Bennington 1
70 Spiehs Wealth Management, Inc. Grand Island 1
70 Arc Element Wealth Design Papillion 1
70 Fair Winds Financial Planning Papillion 1
70 Ils Financial, LLC Omaha 1
70 Harsh Wealth Management LLC Not reported 1
70 Maxus Wealth Management LLC Seward 1
70 Turner Financial Omaha 1
70 Barrett FP LLC Elkhorn 1
70 Open Prairie Wealth Management Omaha 1
70 Your Everyday Roi Howells 1
70 Moyer Financials LLC Omaha 1
70 Skyline Wealth Management Hastings 1
70 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.