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AdvisorIQ

Ranking, Nebraska

Wealth firms with the most clients, 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 clients, including broker-dealer firms, with 52,917.

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

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 Ameritas Advisory Services, LLC Broker-dealer affiliated Lincoln 30,804
3 Mutual of Omaha Investor Services, Inc. Broker-dealer affiliated Omaha 13,905
4 Mutual Advisors, LLC Omaha 9,990
5 Sequent Planning, LLC Omaha 6,028
6 McMill CPA and Advisors Norfolk 5,656
7 Avior Wealth Management, LLC Omaha 4,894
8 Professional Financial Advisors, LLC North Platte 3,380
9 Wealthplan Investment Management LLC Omaha 2,517
10 Allen Capital Group, LLC Grand Island 2,324
11 Wealthplan Partners Omaha 1,711
12 Iams Wealth Management, LLC Omaha 1,653
13 Lincoln Capital, LLC Lincoln 1,296
14 Lutz Financial Omaha 1,044
15 Keystone Financial Services, LLC Omaha 1,043
16 Smart Wealth, LLC Omaha 1,012
17 Arkfeld Wealth Strategies, L.L.C. Omaha 943
18 Stonebridge Wealth Systems LLC Kearney 931
19 Pittenger & Anderson Inc Lincoln 921
20 Stevens Capital Partners Omaha 681
21 Plan A Wealth, LLC Broker-dealer affiliated Lincoln 659
22 Morey & Quinn Wealth Partners Omaha 571
23 Private Wealth Asset Management Omaha 559
24 Bellwether Wealth Lincoln 504
25 Westchester Capital Management Inc Omaha 495
26 Wealth Advisors Network, Inc. Hastings 494
27 First Nebraska Financial Services North Platte 474
28 Oldfather Financial Services Kearney 448
29 Blue Capital Omaha 443
30 R2 Wealth Management Partners Lincoln 430
31 Prairie Wealth Advisors, Inc. Omaha 389
32 Flagstone Financial Management, LLC Lincoln 354
33 Paradigm Wealth Management Lincoln 351
34 Cornerstone Financial Group,llc Omaha 349
35 Garnett Investment Strategies Beatrice 336
36 Lexus Wealth Management Omaha 299
37 Planvest, LLC Blair 298
37 Intentional Retirement, LLC Omaha 298
39 Cambridge Advisors Inc Omaha 289
40 Spiehs Wealth Management, Inc. Grand Island 287
41 Modern Asset Management LLC Columbus 273
42 Leibman Financial Servces, Inc. Louisville 270
43 America First Investment Advisors LLC Omaha 266
44 Hiley Hunt Wealth Management, Inc. Omaha 265
45 Hbe Wealth Management, LLC Lincoln 258
46 Professional Retirement Strategies LLC Omaha 240
47 Financial Design Group, LLC Lavista 216
48 Convergence Advisory Group Omaha 211
49 Bazis Private Wealth, LLC Omaha 210
50 Revolution Capital, LLC Omaha 192
51 Carlson Wealth, LLC Omaha 191
52 Capital Consulting & Asset Management Lincoln 180
53 Sterling Financial Advisors, LLC Omaha 146
54 Virtue Wealth Counsel, LLC Omaha 145
55 CWS Wealth Partners Omaha 133
56 Pflug Koory, LLC Omaha 124
57 True Measure Wealth Management Omaha 106
58 Foy Financial Services, Inc. Lincoln 104
59 Round Table Investment Strategies, LLC Lincoln 102
60 Footprints Asset Management & Research, Inc. Omaha 100
61 Schenkelberg Investments, LLC Omaha 96
62 Nabity-Jensen Investment Management, Inc. Omaha 93
63 Clark Wealth Strategies, Inc Omaha 87
63 Fyvie Financial LLC Omaha 87
65 Brilliant Financial Advisors LLC Bennington 86
66 Ellerbrock-Norris Wealth Strategies LLC Omaha 85
67 Fairway Asset Management, LLC Omaha 83
68 Sanders Retirement Planning LLC Omaha 73
69 Guide Rock Capital Management, Inc. Omaha 72
70 JB Financial Services, Inc. Omaha 71
71 Dessonville Financial Group Incorporated Omaha 68
72 Liberty Advisers Inc. Lincoln 61
73 Kompass Financial Advisors, Inc. Hamlet 57
74 Alta Strada Wealth Management Lincoln 54
75 Plains Advisory LLC Grand Island 52
76 Sipherd Wealth Management, LLC Lincoln 50
77 Teckmeyer Financial Services, L.L.C. Broker-dealer affiliated Omaha 47
78 Echo Financial LLC Arnold 45
79 Maxus Wealth Management LLC Seward 40
80 Longview Investment Management LLC Omaha 37
81 Arnold Weitz & Co Elkhorn 34
82 Doctors Family Office LLC Omaha 31
83 Well Advised, LLC Omaha 30
84 Vogel Wealth Management, LLC Omaha 28
85 Alphaomega Wealth Management, LLC Lincoln 27
85 Turner Financial Omaha 27
87 MJB Financial Planning Lincoln 25
87 Brokerage Specialists Grand Island 25
89 Reserve Wealth Planning Omaha 24
89 Ils Financial, LLC Omaha 24
89 402 Financial Lincoln 24
92 Arc Element Wealth Design Papillion 21
93 Wealthmark Papillion 20
94 TRJ Wealth Management, Inc. Lincoln 18
94 Adaptive Advice, LLC Omaha 18
96 Gompert Financial Mitchell 15
96 P23 Financial, Inc Lincoln 15
96 McTaggart Capital, LLC Omaha 15
99 Executive Wealth Partners Omaha 14
100 Spar Wealth Management LLC Elkhorn 12
100 Family Financial Planning Nebraska City 12

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.