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AdvisorIQ

Ranking, Nebraska

Independent RIAs with the most clients in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the most clients, with 52,917.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients
1 CWM, LLC Omaha 52,917
2 Mutual Advisors, LLC Omaha 9,990
3 Sequent Planning, LLC Omaha 6,028
4 McMill CPA and Advisors Norfolk 5,656
5 Avior Wealth Management, LLC Omaha 4,894
6 Professional Financial Advisors, LLC North Platte 3,380
7 Wealthplan Investment Management LLC Omaha 2,517
8 Allen Capital Group, LLC Grand Island 2,324
9 Wealthplan Partners Omaha 1,711
10 Iams Wealth Management, LLC Omaha 1,653
11 Lincoln Capital, LLC Lincoln 1,296
12 Lutz Financial Omaha 1,044
13 Keystone Financial Services, LLC Omaha 1,043
14 Smart Wealth, LLC Omaha 1,012
15 Arkfeld Wealth Strategies, L.L.C. Omaha 943
16 Stonebridge Wealth Systems LLC Kearney 931
17 Pittenger & Anderson Inc Lincoln 921
18 Stevens Capital Partners Omaha 681
19 Morey & Quinn Wealth Partners Omaha 571
20 Private Wealth Asset Management Omaha 559
21 Bellwether Wealth Lincoln 504
22 Westchester Capital Management Inc Omaha 495
23 Wealth Advisors Network, Inc. Hastings 494
24 First Nebraska Financial Services North Platte 474
25 Oldfather Financial Services Kearney 448
26 Blue Capital Omaha 443
27 R2 Wealth Management Partners Lincoln 430
28 Prairie Wealth Advisors, Inc. Omaha 389
29 Flagstone Financial Management, LLC Lincoln 354
30 Paradigm Wealth Management Lincoln 351
31 Cornerstone Financial Group,llc Omaha 349
32 Garnett Investment Strategies Beatrice 336
33 Lexus Wealth Management Omaha 299
34 Planvest, LLC Blair 298
34 Intentional Retirement, LLC Omaha 298
36 Cambridge Advisors Inc Omaha 289
37 Spiehs Wealth Management, Inc. Grand Island 287
38 Modern Asset Management LLC Columbus 273
39 Leibman Financial Servces, Inc. Louisville 270
40 America First Investment Advisors LLC Omaha 266
41 Hiley Hunt Wealth Management, Inc. Omaha 265
42 Hbe Wealth Management, LLC Lincoln 258
43 Professional Retirement Strategies LLC Omaha 240
44 Financial Design Group, LLC Lavista 216
45 Convergence Advisory Group Omaha 211
46 Bazis Private Wealth, LLC Omaha 210
47 Revolution Capital, LLC Omaha 192
48 Carlson Wealth, LLC Omaha 191
49 Capital Consulting & Asset Management Lincoln 180
50 Sterling Financial Advisors, LLC Omaha 146
51 Virtue Wealth Counsel, LLC Omaha 145
52 CWS Wealth Partners Omaha 133
53 Pflug Koory, LLC Omaha 124
54 True Measure Wealth Management Omaha 106
55 Foy Financial Services, Inc. Lincoln 104
56 Round Table Investment Strategies, LLC Lincoln 102
57 Footprints Asset Management & Research, Inc. Omaha 100
58 Schenkelberg Investments, LLC Omaha 96
59 Nabity-Jensen Investment Management, Inc. Omaha 93
60 Clark Wealth Strategies, Inc Omaha 87
60 Fyvie Financial LLC Omaha 87
62 Brilliant Financial Advisors LLC Bennington 86
63 Ellerbrock-Norris Wealth Strategies LLC Omaha 85
64 Fairway Asset Management, LLC Omaha 83
65 Sanders Retirement Planning LLC Omaha 73
66 Guide Rock Capital Management, Inc. Omaha 72
67 JB Financial Services, Inc. Omaha 71
68 Dessonville Financial Group Incorporated Omaha 68
69 Liberty Advisers Inc. Lincoln 61
70 Kompass Financial Advisors, Inc. Hamlet 57
71 Alta Strada Wealth Management Lincoln 54
72 Plains Advisory LLC Grand Island 52
73 Sipherd Wealth Management, LLC Lincoln 50
74 Echo Financial LLC Arnold 45
75 Maxus Wealth Management LLC Seward 40
76 Longview Investment Management LLC Omaha 37
77 Arnold Weitz & Co Elkhorn 34
78 Doctors Family Office LLC Omaha 31
79 Well Advised, LLC Omaha 30
80 Vogel Wealth Management, LLC Omaha 28
81 Alphaomega Wealth Management, LLC Lincoln 27
81 Turner Financial Omaha 27
83 MJB Financial Planning Lincoln 25
83 Brokerage Specialists Grand Island 25
85 Reserve Wealth Planning Omaha 24
85 Ils Financial, LLC Omaha 24
85 402 Financial Lincoln 24
88 Arc Element Wealth Design Papillion 21
89 Wealthmark Papillion 20
90 TRJ Wealth Management, Inc. Lincoln 18
90 Adaptive Advice, LLC Omaha 18
92 Gompert Financial Mitchell 15
92 P23 Financial, Inc Lincoln 15
92 McTaggart Capital, LLC Omaha 15
95 Executive Wealth Partners Omaha 14
96 Spar Wealth Management LLC Elkhorn 12
96 Family Financial Planning Nebraska City 12
98 Primus Wealth Advisors LLC York 11
98 Find Your FI Omaha 11
100 Charles Capital Papillion 10

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most clients 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.