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For asset managers
AdvisorIQ

Ranking, Nebraska

Independent RIAs with the most high net worth clients in Nebraska

As of October 2, 2026, CWM, LLC ranked #1 in Nebraska in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 7,231.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 CWM, LLC Omaha 7,231
2 Avior Wealth Management, LLC Omaha 2,288
3 Mutual Advisors, LLC Omaha 2,233
4 McMill CPA and Advisors Norfolk 1,382
5 Lincoln Capital, LLC Lincoln 639
6 Lutz Financial Omaha 420
7 Allen Capital Group, LLC Grand Island 410
8 Private Wealth Asset Management Omaha 406
9 Wealthplan Investment Management LLC Omaha 375
10 Pittenger & Anderson Inc Lincoln 341
11 Smart Wealth, LLC Omaha 339
12 Wealthplan Partners Omaha 248
13 Westchester Capital Management Inc Omaha 210
14 Professional Financial Advisors, LLC North Platte 193
15 America First Investment Advisors LLC Omaha 175
16 Stonebridge Wealth Systems LLC Kearney 139
17 Bellwether Wealth Lincoln 135
18 Arkfeld Wealth Strategies, L.L.C. Omaha 132
19 Flagstone Financial Management, LLC Lincoln 126
20 Hiley Hunt Wealth Management, Inc. Omaha 108
21 Wealth Advisors Network, Inc. Hastings 102
22 Prairie Wealth Advisors, Inc. Omaha 100
23 Cambridge Advisors Inc Omaha 99
24 Cornerstone Financial Group,llc Omaha 96
24 Stevens Capital Partners Omaha 96
26 Revolution Capital, LLC Omaha 93
27 Capital Consulting & Asset Management Lincoln 85
27 First Nebraska Financial Services North Platte 85
29 Bazis Private Wealth, LLC Omaha 84
30 Intentional Retirement, LLC Omaha 75
31 True Measure Wealth Management Omaha 74
32 Hbe Wealth Management, LLC Lincoln 73
33 Leibman Financial Servces, Inc. Louisville 67
34 Pflug Koory, LLC Omaha 58
35 Iams Wealth Management, LLC Omaha 55
36 Blue Capital Omaha 52
37 Sterling Financial Advisors, LLC Omaha 51
38 Planvest, LLC Blair 49
39 Spiehs Wealth Management, Inc. Grand Island 47
40 Sequent Planning, LLC Omaha 45
41 Nabity-Jensen Investment Management, Inc. Omaha 42
41 Garnett Investment Strategies Beatrice 42
43 Morey & Quinn Wealth Partners Omaha 40
44 Ellerbrock-Norris Wealth Strategies LLC Omaha 39
45 Round Table Investment Strategies, LLC Lincoln 34
46 Dessonville Financial Group Incorporated Omaha 30
46 Keystone Financial Services, LLC Omaha 30
46 Convergence Advisory Group Omaha 30
46 R2 Wealth Management Partners Lincoln 30
46 Oldfather Financial Services Kearney 30
51 Financial Design Group, LLC Lavista 28
52 Paradigm Wealth Management Lincoln 27
52 CWS Wealth Partners Omaha 27
54 Sanders Retirement Planning LLC Omaha 25
55 Alta Strada Wealth Management Lincoln 22
56 Guide Rock Capital Management, Inc. Omaha 21
57 MJB Financial Planning Lincoln 20
58 Foy Financial Services, Inc. Lincoln 17
59 Carlson Wealth, LLC Omaha 16
60 Clark Wealth Strategies, Inc Omaha 15
61 Schenkelberg Investments, LLC Omaha 14
61 Echo Financial LLC Arnold 14
63 Arnold Weitz & Co Elkhorn 12
63 Sipherd Wealth Management, LLC Lincoln 12
65 Footprints Asset Management & Research, Inc. Omaha 11
65 JB Financial Services, Inc. Omaha 11
65 Fairway Asset Management, LLC Omaha 11
68 Arc Element Wealth Design Papillion 10
69 Liberty Advisers Inc. Lincoln 8
69 Professional Retirement Strategies LLC Omaha 8
69 Plains Advisory LLC Grand Island 8
69 Lexus Wealth Management Omaha 8
73 Longview Investment Management LLC Omaha 7
74 Executive Wealth Partners Omaha 6
74 Virtue Wealth Counsel, LLC Omaha 6
74 Alphaomega Wealth Management, LLC Lincoln 6
74 Vogel Wealth Management, LLC Omaha 6
74 Maxus Wealth Management LLC Seward 6
79 Primus Wealth Advisors LLC York 5
79 Adaptive Advice, LLC Omaha 5
81 Wealthmark Papillion 3
81 Ils Financial, LLC Omaha 3
83 Kompass Financial Advisors, Inc. Hamlet 2
83 Walnut Private Equity Partners, LLC Omaha 2
83 Spar Wealth Management LLC Elkhorn 2
83 Charles Capital Papillion 2
87 Reserve Wealth Planning Omaha 1
87 First Class Wealth Management LLC Gretna 1
87 Turner Financial Omaha 1

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

More rankings

Most high net worth 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.