# Independent RIAs with the most CFP professionals in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 227.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Nebraska
- firms_listed: 52
- rows: rank: 1, crd: 155344, firm: CWM, LLC, city: Omaha, state: NE, value: 227, 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: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167658/; rank: 3, crd: 148674, firm: Avior Wealth Management, LLC, city: Omaha, state: NE, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148674/; rank: 4, crd: 117273, firm: Lutz Financial, city: Omaha, state: NE, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117273/; rank: 5, crd: 135879, firm: Allen Capital Group, LLC, city: Grand Island, state: NE, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135879/; rank: 6, crd: 111033, firm: Pittenger & Anderson Inc, city: Lincoln, state: NE, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111033/; rank: 6, crd: 160381, firm: Sequent Planning, LLC, city: Omaha, state: NE, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160381/; rank: 6, crd: 311364, firm: Wealthplan Investment Management LLC, city: Omaha, state: NE, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311364/; rank: 6, crd: 317517, firm: Stevens Capital Partners, city: Omaha, state: NE, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317517/; rank: 10, crd: 305026, firm: Wealthplan Partners, city: Omaha, state: NE, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305026/; rank: 11, crd: 128315, firm: Hbe Wealth Management, LLC, city: Lincoln, state: NE, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128315/; rank: 11, crd: 286085, firm: Iams Wealth Management, LLC, city: Omaha, state: NE, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286085/; rank: 13, crd: 129246, firm: Cornerstone Financial Group,llc, city: Omaha, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129246/; rank: 13, crd: 164942, firm: Hiley Hunt Wealth Management, Inc., city: Omaha, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164942/; rank: 13, crd: 173719, firm: Professional Financial Advisors, LLC, city: North Platte, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173719/; rank: 13, crd: 285484, firm: Flagstone Financial Management, LLC, city: Lincoln, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285484/; rank: 13, crd: 308397, firm: Keystone Financial Services, LLC, city: Omaha, state: NE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308397/; rank: 18, crd: 41438, firm: Capital Consulting & Asset Management, city: Lincoln, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/41438/; rank: 18, crd: 106984, firm: America First Investment Advisors LLC, city: Omaha, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106984/; rank: 18, crd: 113836, firm: Wealth Advisors Network, Inc., city: Hastings, state: NE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113836/; rank: 21, crd: 108026, firm: Arnold Weitz & Co, city: Elkhorn, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108026/; rank: 21, crd: 118132, firm: Dessonville Financial Group Incorporated, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118132/; rank: 21, crd: 128455, firm: Nabity-Jensen Investment Management, Inc., city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128455/; rank: 21, crd: 135401, firm: Kompass Financial Advisors, Inc., city: Hamlet, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135401/; rank: 21, crd: 139492, firm: Round Table Investment Strategies, LLC, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139492/; rank: 21, crd: 141373, firm: MJB Financial Planning, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141373/; rank: 21, crd: 149820, firm: Guide Rock Capital Management, Inc., city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149820/; rank: 21, crd: 150011, firm: Sipherd Wealth Management, LLC, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150011/; rank: 21, crd: 153780, firm: Gompert Financial, city: Mitchell, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153780/; rank: 21, crd: 165266, firm: Prairie Wealth Advisors, Inc., city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165266/; rank: 21, crd: 282055, firm: Paradigm Wealth Management, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282055/; rank: 21, crd: 283600, firm: Wealthmark, city: Papillion, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283600/; rank: 21, crd: 291112, firm: P23 Financial, Inc, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291112/; rank: 21, crd: 300110, firm: Plains Advisory LLC, city: Grand Island, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300110/; rank: 21, crd: 309669, firm: Planvest, LLC, city: Blair, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309669/; rank: 21, crd: 310529, firm: Adaptive Advice, LLC, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310529/; rank: 21, crd: 315496, firm: Smart Wealth, LLC, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315496/; rank: 21, crd: 315819, firm: Private Wealth Asset Management, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315819/; rank: 21, crd: 315858, firm: Fit Wealth, city: Grand Island, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315858/; rank: 21, crd: 318321, firm: Alphaomega Wealth Management, LLC, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318321/; rank: 21, crd: 318362, firm: Carlson Wealth, LLC, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318362/; rank: 21, crd: 322147, firm: Find Your FI, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322147/; rank: 21, crd: 327894, firm: Stonebridge Wealth Systems LLC, city: Kearney, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327894/; rank: 21, crd: 329935, firm: Arc Element Wealth Design, city: Papillion, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329935/; rank: 21, crd: 330941, firm: Fair Winds Financial Planning, city: Papillion, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330941/; rank: 21, crd: 331726, firm: 402 Financial, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331726/; rank: 21, crd: 332074, firm: Morey & Quinn Wealth Partners, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332074/; rank: 21, crd: 333590, firm: Sanders Retirement Planning LLC, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333590/; rank: 21, crd: 336268, firm: Barrett FP LLC, city: Elkhorn, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336268/; rank: 21, crd: 338490, firm: R2 Wealth Management Partners, city: Lincoln, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338490/; rank: 21, crd: 339739, firm: Oldfather Financial Services, city: Kearney, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339739/; rank: 21, crd: 340367, firm: Moyer Financials LLC, city: Omaha, state: NE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340367/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/nebraska/

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