Ranking, Nebraska

Wealth firms with the most CFP professionals, 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 CFP professionals, including broker-dealer firms, with 227.

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

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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.

Wealth firms with the most CFP professionals, including broker-dealer firms in Nebraska
Rank	Firm	City	Most CFP professionals
1	CWM, LLC	Omaha	227
2	Mutual Advisors, LLC	Omaha	46
3	Ameritas Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Lincoln	32
4	Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Omaha	24
4	Avior Wealth Management, LLC	Omaha	24
6	Lutz Financial	Omaha	11
7	Allen Capital Group, LLC	Grand Island	9
8	Pittenger & Anderson Inc	Lincoln	7
8	Sequent Planning, LLC	Omaha	7
8	Wealthplan Investment Management LLC	Omaha	7
8	Stevens Capital Partners	Omaha	7
12	Wealthplan Partners	Omaha	6
13	Hbe Wealth Management, LLC	Lincoln	4
13	Iams Wealth Management, LLC	Omaha	4
15	Cornerstone Financial Group,llc	Omaha	3
15	Hiley Hunt Wealth Management, Inc.	Omaha	3
15	Professional Financial Advisors, LLC	North Platte	3
15	Flagstone Financial Management, LLC	Lincoln	3
15	Keystone Financial Services, LLC	Omaha	3
20	Capital Consulting & Asset Management	Lincoln	2
20	America First Investment Advisors LLC	Omaha	2
20	Wealth Advisors Network, Inc.	Hastings	2
23	Teckmeyer Financial Services, L.L.C. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Omaha	1
23	Arnold Weitz & Co	Elkhorn	1
23	Dessonville Financial Group Incorporated	Omaha	1
23	Nabity-Jensen Investment Management, Inc.	Omaha	1
23	Kompass Financial Advisors, Inc.	Hamlet	1
23	Round Table Investment Strategies, LLC	Lincoln	1
23	MJB Financial Planning	Lincoln	1
23	Guide Rock Capital Management, Inc.	Omaha	1
23	Sipherd Wealth Management, LLC	Lincoln	1
23	Gompert Financial	Mitchell	1
23	Prairie Wealth Advisors, Inc.	Omaha	1
23	Paradigm Wealth Management	Lincoln	1
23	Wealthmark	Papillion	1
23	P23 Financial, Inc	Lincoln	1
23	Plains Advisory LLC	Grand Island	1
23	Planvest, LLC	Blair	1
23	Adaptive Advice, LLC	Omaha	1
23	Smart Wealth, LLC	Omaha	1
23	Private Wealth Asset Management	Omaha	1
23	Fit Wealth	Grand Island	1
23	Alphaomega Wealth Management, LLC	Lincoln	1
23	Carlson Wealth, LLC	Omaha	1
23	Find Your FI	Omaha	1
23	Stonebridge Wealth Systems LLC	Kearney	1
23	Arc Element Wealth Design	Papillion	1
23	Fair Winds Financial Planning	Papillion	1
23	402 Financial	Lincoln	1
23	Morey & Quinn Wealth Partners	Omaha	1
23	Sanders Retirement Planning LLC	Omaha	1
23	Barrett FP LLC	Elkhorn	1
23	R2 Wealth Management Partners	Lincoln	1
23	Oldfather Financial Services	Kearney	1
23	Moyer Financials LLC	Omaha	1

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

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Most CFP professionals 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.